THE MORRISSEY EXCHANGE, SHAW AND PARTNERS: Podcast #42: Reap what you sow. Global ramifications and outcomes of rapid rate rises
Although we are currently working our way through the different asset classes, we’ve decided to interrupt this series of podcasts given the potential banking crisis unfolding before our eyes.
In today’s podcast Ben Morrissey chats with Mr Jonathon Rawicz, Senior Portfolio Manager at Global Bank EFG and Portfolio Manager for the New Capital Equity Conviction Fund.
Markets are extremely turbulent around the world due to the fear of a collapsing banking sector, so we take time to ask a true global investor his views of where markets are headed and why.
In many ways what is happening now is quite complex, it is also very simple and predictable; a rapid escalation in interest rates will have dramatic, unavoidable results.
Jonathon is an experienced and knowledgeable operator, so we’re fortunate enough to have him with us to unwrap it all.