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With more rate cuts on the way, how are the pros adjusting portfolios?
With inflation finally heading in the right direction and Trump’s trade war throwing global markets a curveball, investors are laser-focused on central banks, and the RBA is firmly in the spotlight. A second rate cut is widely expected in May, with markets pricing in a 98% chance. So, how are the pros positioning their portfolios in a falling rate environment? To unpack this and more, Matthew Haupt from Wilson Asset Management and Tim Johnston from Tyndall Asset Management sat down with special guest host, Matthew Kidman from Centennial Asset Management. In the episode, they dig into how…
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