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Inflation & Central Banks with Mark Bayley – Portfolio Manager at Kapstream
Manage episode 306760563 series 2939862
This week we sit down with Mark Bayley, Portfolio Manager at boutique firm Kapstream Capital, which has over A$16 billion in funds under management. We discuss what is driving inflation, central banks, and a credit outlook for 2022. We also talk about who Kapstream are, and learn more about their investment strategies.
40 odcinków
Manage episode 306760563 series 2939862
This week we sit down with Mark Bayley, Portfolio Manager at boutique firm Kapstream Capital, which has over A$16 billion in funds under management. We discuss what is driving inflation, central banks, and a credit outlook for 2022. We also talk about who Kapstream are, and learn more about their investment strategies.
40 odcinków
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