Latest / The Insight is Capital™ Podcast
Aubrey Basdeo: More Coupon, Less Duration
In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at Guardian Capital LP, we focus on the fixed income landscape and the outlook for interest rates in the US and Canada. We discuss the Federal Reserve's approach to inflation and interest rate cuts, as well as the differences between the US and Canadian economies. We also touch on the impact of mortgage rates on consumer spending and the potential for rate cuts by the Bank of Canada. Overall, the conversation highlights the importance of maximizing optionality and the challenges of monetary policy in a changing…
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