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The Portfolio Construction Podcast

May 2, 2024

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This episode addresses these uncertainties and spotlights Craig’s perspective on China’s inflation trajectory and its potential impact on the Australian economy, the AUD, and portfolio construction, amid concerns over China’s real estate sector and escalating debt levels.