Why Inflation Spikes Don't Worry ICICI Prudential's Fixed-Income CIO Value Research podcast

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Why Inflation Spikes Don't Worry ICICI Prudential's Fixed-Income CIO

大约1年之前 45:03

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In this episode, we sit down with Manish Banthia, CIO-Fixed Income at ICICI Prudential AMC, to uncover how nearly two decades of navigating debt markets have shaped his investment philosophy. From tackling the 2008 global financial crisis to emerging credit risks and rate strategies, Banthia reveals why current inflation spikes aren’t a cause for alarm. He breaks down market cycles, explains credit risk management, and shares strategies for investors in today's volatile environment. Tune in for actionable insights on fixed-income investments and portfolio diversification.

Key Highlights:

Why credit markets can’t afford to underestimate "tail risks"
How India’s mid-cycle growth phase shapes interest rate strategies
What makes target maturity funds a smart pick today
Perspectives on managing US rate volatility and inflation

Hashtags: #DebtMarkets #FixedIncome #InvestmentStrategies #Inflation #CreditRisks #ICICIPrudential #MutualFunds #InterestRates #TargetMaturityFunds #PodcastForInvestors

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942集单集

#India #Value Research #Trading #Business #Mutual Fund #Podcasting Education

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Why Inflation Spikes Don't Worry ICICI Prudential's Fixed-Income CIO

published 大约1年之前

分享

MP3•单集首页

内容由Value Research提供。所有播客内容（包括剧集、图形和播客描述）均由 Value Research 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

In this episode, we sit down with Manish Banthia, CIO-Fixed Income at ICICI Prudential AMC, to uncover how nearly two decades of navigating debt markets have shaped his investment philosophy. From tackling the 2008 global financial crisis to emerging credit risks and rate strategies, Banthia reveals why current inflation spikes aren’t a cause for alarm. He breaks down market cycles, explains credit risk management, and shares strategies for investors in today's volatile environment. Tune in for actionable insights on fixed-income investments and portfolio diversification.

Key Highlights:

Why credit markets can’t afford to underestimate "tail risks"
How India’s mid-cycle growth phase shapes interest rate strategies
What makes target maturity funds a smart pick today
Perspectives on managing US rate volatility and inflation

Hashtags: #DebtMarkets #FixedIncome #InvestmentStrategies #Inflation #CreditRisks #ICICIPrudential #MutualFunds #InterestRates #TargetMaturityFunds #PodcastForInvestors

… continue reading

942集单集

#India #Value Research #Trading #Business #Mutual Fund #Podcasting Education

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