Episode 23: Positioning Portfolios for Tough Times

from IMAP Podcast Series - Independent Thought · host IMAP

Alex Ventelon (Morgan Stanley) discusses:Interest rates: are RBA and Fed finished. Have they gone too far - is recession likelyCan inflation return to target soon or are we in for an extended period of 3-4% inflation (or higher)Asset allocation views at presentDomestic vs international exposure in equities and bondsExpected returns for portfolios over the next few yearsModerated by David Mcdonald (IMAP)

Episode metadata supplied by the publisher feed · Published Jun 20, 2023

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Episode 23: Positioning Portfolios for Tough Times

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This episode was published on June 20, 2023.

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