No trend is more important for investors than the pathway for inflation and interest rates. This has been the epicentre of all global macro volatility over the last year will continue to be in 2024.
Will expectations meet reality?
In this episode of 5 Minute Macro, host John Teskey is joined by Tyler Mordy, CEO and CIO of Forstrong Global to discuss:
- Reaction to recent market rally and sharply falling bond yields
- Ahead for 2024: Bonds = the favoured asset class?
- Forstrong’s client positioning for the inflation and interest rate landscape