In October's edition of SB Talks, our CEO Vincent O’Neill speaks with Chief Investment Officer Ashley Owen, to discuss:
- How far will interest rates rise?
- What is a ‘fair’ or ‘normal’ level of interest rates for a country?
- How bond markets step in to dictate government spending & borrowing policy – like in Britain 2 weeks ago
- Why we are probably heading for recession
- But the good news: Why recessions are almost always good for share markets!