In this episode, Damien Hennessy, Head of Asset Allocation, and David Wright, Co-Founder and Investment Director, share their perspectives on the RBA's stance on cash rates, the early effects of the US election result, projections for Fed funds in 2025, and key takeaways from our quarterly strategy session. During this update they provide their expert insights on the following questions:
- The rest of the world is cutting rates, why is the RBA not one of them?
- It’s early days but what are the ramifications of the US election result?
- Where might Fed funds go in 2025 and how could that impact markets?
- What are some of the key asset classes/styles up for discussion and subsequent portfolio recommendations?
13 minute watch
