Macro factors 'more difficult' to forecast in today's environment, says Keyridge boss
Forecasting macro factors are much more difficult than they were in the past.
That’s the view of Jordan Sriharan who joined this week’s Asset Allocator podcast this week.
The senior fund manager for multi asset at Keyridge Asset Management warned that predicting the macro environment has become significantly more difficult due to shifting government policies and increased volatility compared to the post-financial crisis era.
Speaking with Aamina Zafar and David Thorpe, the trio examine why inflation and interest rates could remain structurally higher, and what that means for asset allocation…
The skinny
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