Pathways
Conversations and innovative insights about real assets, private markets and macroeconomics, intended for global institutional investors. Brought to you by Macquarie Asset Management (MAM), the asset management division of Macquarie Group Limited. This material is for information purposes only and should not be construed as, an advertisement, an invitation, an offer, a solicitation of an offer or a recommendation to participate in any investment strategy or take any other action, including to buy or sell any product or security or offer any banking or financial service or facility in any jurisdiction where it would be unlawful to do so. The views expressed are as of the date of publication and are subject to change. All third-party marks cited are the property of their respective owners. All audio, artwork, episode descriptions and notes are the property of MAM, for Pathways, and published with permission by Buzzsprout. ©2024 Macquarie Group Limited [3502358]
Pathways
If it isn't hurting, it isn't working
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Macquarie Asset Management
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Season 3
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Episode 6
British politician John Major’s 1989 comment on inflation control, “If the policy isn’t hurting, it isn’t working,” could not be more relevant today.
Hiking interest rates until something breaks still seems to be the mantra of global central banks. Jürgen Wurzer and Ross Smith of the Macquarie Global Multi-Asset Team based in Vienna join the show for discussion of monetary conditions and their impacts on current markets heading into the second quarter of 2023.
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