2023 issue 01

The Macquarie Fixed Income Strategic Forum is held three times a year, comprising more than 130 investment professionals, and operates to establish our medium-term views and strategic portfolio positions. One of the challenges with investment management is balancing the short-term noise of financial markets with a longer term assessment of the investment and economic landscape. Listen as Brett Lewthwaite, Global Head of Fixed Income, CIO, recaps the latest edition of the Macquarie Fixed Income Strategic Forum.

Related content: Delayed reaction, liquidity contraction - Investment summary

© 2023 Macquarie Group Limited [2708923]

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Inflation is slowing across the globe and central banks have been slowing down the magnitude of the rate hikes. However, the significant tightening of monetary policy in 2022 has yet to reveal its impact on the economy and markets... Listen as Brett Lewthwaite, CIO and  Global Head of Fixed Income, recaps the latest edition of the Macquarie Fixed Income Strategic Forum and discusses whether it is a case of go with recent sentiment and join the “dash for trash” or, as is usually the case with tightening cycles, mind the lags?

Related content: Delayed reaction, liquidity contraction - Investment summary

© 2023 Macquarie Group Limited [2708783]

Relevant disclaimers and other information can be found here.