Livewire exclusive: Vimal Gor

Vimal Gor, Pendal’s Head of Bond, Income & Defensive Strategies, says there’s just one fundamental driver of all asset prices: liquidity. In this exclusive interview with Livewire Markets, Vimal discusses:

– liquidity and the implications of a tightening credit cycle

– why the US / China relationship has become too much of a focus

– a slowing global growth outlook and how this is feeding into his bearish outlook

– why the world simply can’t handle higher interest rates

– the asset class most likely to deliver a positive return in 2019

– the asset class most likely to deliver a poor return in 2019.

 

Watch the full interview

 

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