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The great rate debate

What's the trajectory for interest rates? It's complicated, and structural and cyclical dynamics may matter more than near-term policy decisions. Three of our experts, Amar Reganti, Mike Medeiros, and Brij Khurana, discuss their differing views on which

Time: 24:48

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What's the trajectory for interest rates? It's complicated, and structural and cyclical dynamics may matter more than near-term policy decisions. Three of our experts, Amar Reganti, Mike Medeiros, and Brij Khurana, discuss their differing views on which forces bear watching when it comes to the direction of rates in coming years.

0:00 – Introduction to the Great Rate Debate

2:15 – The rate cycle: structural vs cyclical forces

5:15 – Labor markets, inflation, and fiscal backdrop

9:00 – Foreign flows and demand for US assets

12:20 – Implications of AI

17:00 – Which matters more: productivity boost or debt reduction?

20:20 – Investor takeaways and insights for allocators

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Episode ID: 1000737647935

GUID: ad93e755-6958-4a00-9310-a672d8f2f664

Release Date: 20/11/2025, 22:30:00

Description

Investor Exchange is collection of series produced by Wellington Management. Hosted by Wellington experts and featuring our global team of investment professionals, this series is a collective education on different asset classes and sectors. You can listen to this podcast and explore each series at Wellington.com and all your podcast platforms.

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