Market Narratives

In episode 87, Alex Proimos speaks with Pilar Gomez-Bravo, director of fixed income at MFS.

This episode discusses the macroeconomic environment with interest rates coming off their lows, the move from monetary to fiscal dominance and inflation and MMT vs structural deflation and taxes. The conversation also delves into the broader questions of whether the thesis of defensive fixed income still holds, the trade-off between yield and liquidity, the role of security selection, and the use of both strategic and tactical decisions to generate alpha in a global market that will continue to be characterised by volatility and dislocations.

Show Notes

All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.

What is Market Narratives?

Market Narratives is a podcast series hosted by Investment Magazine that features unorthodox conversations with thought leaders influencing the world of fiduciary investors.

Investment Magazine is the leading publication for Australia's $3 trillion superannuation industry. It provides trusted news, analysis and editorial on the issues impacting superannuation funds, such as regulation, asset allocation, portfolio construction, governance, as they strive to secure better retirement outcomes for their members.