Quarterly Update | Q1 2023 | EP132

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Recorded19 Apr 2023

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Handlerec:8567312

Show notes

The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis. Highlights: The slow-moving impacts of central bank policy on inflation Our banking exposure Why it's important for investors not to fear recessions Asset mix update

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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