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.
This article has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and the information contained within is current as at February 27, 2019. It is not to be published, or otherwise made available to any person other than the party to whom it is provided.
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