Kylie Willment

speaker

203 appearances 2 recordings 1 series first heard Feb 2025 last heard Feb 2025

Kylie Willment’s voice in public audio — every appearance, attributed to the second.

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NAB Morning Call · Weekend Edition: 2025: Less growth, but still lots of opportunity · 7 Feb 2025 podcast

Yeah.

Look, I mean, I don't know that it's changed our view a lot.

It does take time for policy measures to flow through into prices.

And our base case coming into this year, and I'm just going to put aside for a moment the potential inflationary impacts of the tariffs, but our base case has been that inflation will continue to normalise in

And that, you know, really central banks have managed to navigate out of that extreme inflationary environment without funding the economies into recession.

Australia, of course, has had some extra dynamics around, you know, very tight housing market, high levels of inequality.

So it has taken a little bit longer here as well, but we're starting to see the impacts of those higher rates come through now and we think rates will start to come down soon.

So overall, putting that in the context of our sort of economic base cases, if you like, it's really for the global economy to remain resilient.

over the course of the year, but perhaps regionally divergent.

And I'm sure it goes without saying that Trump's sort of economic and trade policies will be the biggest swing factor

get out.

And maybe

some point there's a case for going underweight countries that we think will

you know, countries or regions that will really struggle under the tariffs, whatever they end up looking like.

I think it's a little too early to tell on that at the moment, but it is something that we watch pretty closely.

For us, we're sort of a multi-manager approach.

So it's mostly the active managers approach.

who make that sort of country selection decision for us at asset class level.

But we do have dynamic processes where we can and have done take country specific over and underweights if we have conviction.

But as I said, probably a bit of uncertainty

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