Inflation & Central Banks with Mark Bayley – Portfolio Manager at Kapstream
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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.
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