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.