Bonds, Bitcoin and The Biggest Year Ever For Democracy

Global Thinking

English - January 23, 2024 18:00 - 39 minutes - 40.8 MB
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Welcome back to all our listeners. This is now Season 4 of the Forstrong Global Thinking podcast and there is no shortage of topics to dive into. In this episode Rob sits down with Tyler Mordy, CEO and CIO, to discuss which macro trends are shaping the investment landscape.

Looking back, last year was one of heightened risk aversion: some $1.3 trillion dollars ran into global money market funds. Meanwhile, our investment team has a thesis that may stretch minds: we are entering a new risk-taking cycle based on an entirely different set of macroeconomic conditions and investment leadership. As 2024 progresses, Forstrong forecasts recession fears will again recede, and aggressive rate cut expectations will be unwound.

Tune-in to hear why shifts away from cash will lead to a big rotation into the cheap, cyclically sensitive and inflation hedging assets.

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