Скачать или смотреть the global view: Opportunities in the divergence of interest rates; RBNZ policy meeting - 27.11.23

Brad Gordon from Hobson Wealth discusses the current economic climate in New Zealand, stating that the country has an upbeat outlook. He notes that interest rates may fall due to an expected significant shift in interest rate outlook. Brad sees the Reserve Bank of New Zealand potentially cutting rates around mid-2024, aligning with trends in the US. Brad perceives the new government to be business and economic-friendly, infusing a positivity in the corporate sector and larger companies. He mentions the promising potential of Oceania Healthcare in the retirement village sector and applauds the successful half-year results of Serko, whose travel software is used by flight centres and Booking.com.

Offering an international perspective, Rob Robis of BCA Research explores potential divergence across countries in the global interest rate cycle. He forecasts a possible rate hike in Australia, while anticipating Canada's rate cycle is nearing its end. Roberts suggests this divergence creates opportunities for bond investors, recommending a flatter Australian curve and a steeper Canadian one as an expression of Australian fixed income appearing less attractive than Canadian. He concludes by predicting a recession in the UK and several European countries.

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