The I's of the Storm: Interest Rates, Inflation & the IMF

Streaming Income - A Podcast from Barings

Could the market be wrong on inflation? Is China more of a drag on the global economy than commonly perceived? And how can investors navigate this extremely difficult macro backdrop? Ricardo Adrogue answers these questions and more in the latest episode of Streaming Income.

Episode Segments:

(01:45) - The three major headwinds facing emerging markets

(04:09) - How the market could be wrong on inflation

(11:02) - Managing portfolios through macro uncertainty

(14:16) - The strong USD, and currencies as alpha providers

(21:12) - Countries and currencies that look more (and less) resilient today

(24:50) - Are China's changing priorities a drag on global growth?

(30:33) - Asset allocation strategies for a difficult macro backdrop

Read Ricardo's recent article on why the market may be wrong on inflation: Click Here

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