Think Again

The bigger they are, the harder the fall

October 25, 2022 Macquarie Asset Management / Brett Lewthwaite
The bigger they are, the harder the fall
Think Again
More Info
Think Again
The bigger they are, the harder the fall
Oct 25, 2022
Macquarie Asset Management / Brett Lewthwaite

Over the past two years, Macquarie Fixed Income (MFI) analysis has determined that the economic environment was largely being defined by first the pandemic shock and then later by the energy price shock resulting from the war in Ukraine. However, at our September 2022 MFI Strategic Forum, our analysis pointed to the outlook being increasingly defined by the aggressive stance by central banks to tame inflation. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps,

Related content: The bigger they are, the harder the fall

© 2022 Macquarie Group Limited [2453332]

Relevant disclaimers and other information can be found here.

Show Notes

Over the past two years, Macquarie Fixed Income (MFI) analysis has determined that the economic environment was largely being defined by first the pandemic shock and then later by the energy price shock resulting from the war in Ukraine. However, at our September 2022 MFI Strategic Forum, our analysis pointed to the outlook being increasingly defined by the aggressive stance by central banks to tame inflation. Listen as Brett Lewthwaite, CIO and Global Head of Fixed Income, recaps,

Related content: The bigger they are, the harder the fall

© 2022 Macquarie Group Limited [2453332]

Relevant disclaimers and other information can be found here.