Policy, economy and markets must converge in 2022

Mark Holman

Mark Holman

Partner, Portfolio Management

| Watch | 14 min

2 Dec 2021

Shortly after publishing his annual Rodney Blog, TwentyFour CEO Mark Holman sat down with Tom Porter to discuss the biggest calls fixed income investors will have to make in 2022, and explain why he believes the current disconnect between monetary policy, the economy and the markets cannot last for long.

Mark Holman

Mark Holman

Partner, Portfolio Management

Share:

Explore related topics:

Most viewed:

Why staying in cash could cost you 10% to 30% UBS deal a cathartic moment for AT1s What are AT1 bonds, and how do they work?

Up next:

The Rodney Blog 2022: Policy, economy and markets must converge

TwentyFour Blog | Read | 11 min 29 Nov 2021

The Rodney Blog 2021: Policy, economy and markets must converge teaser

TwentyFour Blog | Read | 11 min 29 Nov 2021

The Rodney Blog 2022: Policy, economy and markets must converge

What we are currently experiencing is a disconnect between monetary policy, the economy and the markets, a disconnect that in our view will struggle to survive much longer.

Read more