Jun 9, 2022
2022 has finally seen a surge in inflation across developed
countries and the big question now is whether this is structural or
more transitory. In this episode, we chat with Brett Lewthwaite,
Senior Managing Director, Chief Investment Officer, and Global Head
of Fixed Income at Macquarie Asset Management, to discuss supply
shocks, the changing role of central banks and what it all means
for bond markets and fixed income portfolio positioning.
Macquarie Investment Management Australia Limited (ABN 55 092 552
611 AFSL 238321) the issuer and responsible entity of the Funds
referred to in this podcast. This is general information only and
does not take account of investment objectives, financial situation
or needs of any person. It should not be relied upon in determining
whether to invest in the Funds. In deciding whether to acquire or
continue to hold an investment in a Fund, an investor should
consider the Fund's product disclosure statement. The product
disclosure statements are available on the Macquarie website
at macquarieim.com/pds or by
contacting Macquarie on 1800 814
523. Please review the Target Market Determination for the Fund
available at macquarieim.com/TMD and
consider if the Fund may be suitable for you. This
information is intended for recipients in Australia only.
Other than Macquarie Bank Limited ABN 46 008 583 542 (“Macquarie Bank”), any Macquarie Group entity noted in this recording is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). The obligations of these other Macquarie Group entities do not represent deposits or other liabilities of Macquarie Bank. Macquarie Bank does not guarantee or otherwise provide assurance in respect of the obligations of these other Macquarie Group entities. In addition, if this recording relates to an investment, (a) the investor is subject to investment risk including possible delays in repayment and loss of income and principal invested and (b) none of Macquarie Bank or any other Macquarie Group entity guarantees any particular rate of return on or the performance of the investment, nor do they guarantee repayment of capital in respect of the investment.