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“The problems with First Republic and SVB are not unique,” says Oliver.
“There are potentially cracks opening up in the 5th, 6th, 7th, and 13th largest banks.”
If further failures occur, investors may be over-confident that the Federal Reserve wil continue to launch rescue missions, says Oliver.
The relatively mild market response could suggest “a disconnect between what investors are pricing in and what’s actually happening”, he says.
In this podcast, Oliver explains what that could mean for investors – and why he believes cash and government bonds are an important consideration for portfolios right now.
Find out about
Pendal’s Income and Fixed Interest funds
Oliver Ge is an Assistant Portfolio Manager with Pendal’s Income and Fixed Interest (IFI) team.
Oliver works on developing and running key quantitative investment models, and acting as trading support for the Income & Fixed Interest team. Oliver received his Bachelor of Commerce (Finance) from the University of Sydney and is also a CFA Charterholder.
Pendal’s IFI boutique is one of the most experienced and well-regarded fixed income teams in Australia. In 2020 the team won the Australian Fixed Interest category in the Zenith awards.
The invests across income, composite, pure alpha, global and Australian government strategies.
Find out more about Pendal’s fixed interest strategies here
Pendal is an independent, global investment management business focused on delivering superior investment returns for our clients through active management.
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