The Economic Impact of Higher Rates on the Markets

The difference between the three month and two year spread is much greater now than say at the peak of the cycle in 2007 or in 2000. There's this pervasive sense that rates might go up a little bit more but there won't stay here too long. I do think that we will see a reaction to these higher rates at some point. But the timing of it is a tricky thing. At the moment, you'll have to say cash looks attractive at 5%, but also we'd add cash plus strategies because obviously trend following managers benefit from higher cash rates.

Transcript

Play full episode

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app