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Podcast: Foord Asset Management
Episode: Foord Insights | Rate cuts and Fixed Income. What Can We Expect In The Coming Quarters.
Description: Portfolio managers Linda Eedes and Farzana Bayat provide insights to global interest rate trends and investment strategies in the fixed income space.
(00:06) - Introduction to interest rates
(00:46) - Global Interest Rate Trends
(02:13) - Explanation of Term Premium
(03:05) - South Africa's Interest Rate Context
(04:01) - Economic Growth and the Government of National Unity
(07:35) - Inflation Targeting in South Africa
(11:28) - Fixed Income Fund Positioning