The latest episode wrapping up the "Addressing Uncertainty" trilogy for 2023. Join Peter, our host and Fixed Income investment specialist at abrdn, as he discusses the current economic landscape with Paul Diggle, Chief Economist, Mark Munro, Investment Director focused on credit strategies, and Andrew Stanners, Investment Director specialising in emerging market debt.
In this episode, the experts analyse the recent actions of the Federal Reserve, the Bank of England, and the European Central Bank, indicating a potential end to rate hikes. The focus shifts to what lies ahead for fixed income investors in 2024 and beyond. The discussion covers macroeconomic views, the potential for rate cuts, and the implications for developed market credit markets, including investment grade and high yield bonds. The conversation expands to include emerging markets, exploring the prospects of rate hikes, rate cuts, and the overall environment.
Tune in for valuable insights into the potential economic scenarios, risks, and opportunities in the fixed income landscape. Subscribe to our Fixed Income Explained Podcast for in-depth discussions on the ever-evolving world of fixed income.
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