Market Insights with Phil Strano: 2026 Economic Outlook and Fixed Income Strategies
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Market Insights with Phil Strano: 2026 Economic Outlook and Fixed Income Strategies
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In this episode of Pizz-Spectives, Rob Pizzichetta, founder of Mont Wealth, chats with Phil Strano, Head of Credit Research and Portfolio Manager at Yarra Capital. They discuss market outlooks for 2026, Yarra Capital's fixed income strategies, and general investment advice. Key topics include growth resumption, interest rate predictions, the impact of AI and technological investment on markets, and credit allocation strategies. Phil emphasizes the importance of forward-looking investment and managing risk appropriately. Don't miss this in-depth discussion on navigating the economic landscape and the nuanced strategies behind Yarra Capital's higher income fund.
00:00 Introduction and Welcome
00:56 General Advice Disclaimer
01:09 Overview of Yarra Capital and Fixed Income Team
02:10 Macro Economic Outlook
02:52 Monetary Policy and Interest Rates
04:02 Impact of Global Markets on Australia
06:35 Investment Strategies and AI
08:36 Credit Ratings and Risk Management
10:34 Current Investment Opportunities
16:51 Concerns and Risks in the Market
19:26 Fund Performance and Volatility
21:01 Conclusion and Wrap-Up
21:19 Legal Disclaimers and Notices
00:00 Market Insights with Phil Strano: 2026 Economic Outlook and Fixed Income Strategies