It’s a whole new world of geoeconomics influences

Adam Bowe, Brett Lewthwaite  |  25 February 2026  |  0.75 CE

Powerful cyclical, secular and structural changes are reshaping the outlook for asset classes and opportunities abound for those able to reorientate investment portfolios accordingly. This session explored two perspectives on the drivers of and outlook for Australian and global fixed income - The RBA’s lower speed limit means lower interest rates, not higher; and, Unconscious and concentrated, it’s no time to be passive.

  • RBA’s lower speed limit means lower interest rates, not higher - Adam Bowe
    The Reserve Bank of Australia began 2025 with the first rate cut of the cyc...

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