The RBA and Fed are on different paths to attack inflation – who will get it right?

SB Talks

English - March 10, 2023 00:34 - 28 minutes - 24.7 MB - ★★★★★ - 1 rating
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Previous Episode: One year into the Inflation and Interest rates journey – Are we there yet?

Next Episode: Introducing incoming Chief Investment Officer, Nick Ryder

On this month's episode of SB Talks CEO Vincent O'Neill speaks with Chief Investment Officer Ashley Owen about what is really driving investment markets. In this episode we also bid farewell to Ashley who will be stepping down as CIO to focus on research and publications.

Over the past six years, Ashley has brought us insightful views, thought-provoking discussions, and a unique perspective on the world around us. He will however remain a member of our Investment Committee.

In this month's edition they discuss:

How the RBA and Fed have parted ways this week on monetary policy How this will affect interest rates, inflation, and investors in the short and medium term Why the Australian economy is much more sensitive to rate hikes than any other country Australian share market’s heavy concentration of risk – to iron ore prices and housing Why India could be the ‘new China’ for Australia

If you'd like to read Ashley's latest monthly report click here.