Aaditya Thakur
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Despite recent market expectations, the RBA’s next move is more likely a rate cut than a rate hike.
Portfolio manager Aaditya Thakur discusses why, despite recent market expectations, the RBA’s next move is more likely a cut rather than a hike.
Portfolio Manager Aaditya Thakur discusses why now is the best opportunity in over a decade to de-risk from equities into fixed income without giving up much return.
Portfolio Manager Aaditya Thakur discusses why this is the point in the cycle when bonds start to outperform.
Portfolio Manager Aaditya Thakur discusses why we think bonds offer protection for a wider range of outcomes than risk assets, and why this will be important if assumptions around central bank cuts prove pre-emptive
Portfolio Manager Aaditya Thakur discusses the key takeaways for investors from the RBA’s latest rate hike.
Aaditya Thakur shares his views on monetary policy, inflation, and why he believes there’s a strong case for increasing allocations to bonds, particularly for those who have been structurally underweight.
The RBA will be forced to walk a tightrope between maintaining credibility around its inflation target and ensuring financial stability.
Aaditya Thakur explains what latest central bank moves mean for investors.