Think Again

The bigger they are, the harder the fall

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

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