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

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Manage episode 455927139 series 3488085
Konten disediakan oleh Value Research. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Value Research atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

891 episode

Artwork
iconBagikan
 
Manage episode 455927139 series 3488085
Konten disediakan oleh Value Research. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Value Research atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.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

891 episode

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