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In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on the key themes for investors over the March quarter including the dramatic pivot by the US Federal Reserve. While the bond market is priced for dramatically higher interest rates, equities are painting a more sanguine outlook. That means downside risk remains in the near term for equities if the Fed aggressiveness on interest rates is to be taken at face value. Meanwhile, Australia’s “rocks and crops” economy is acting as a safe harbour.
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