DiscoverAB Alpha Females—The Multi-Asset Investment PodcastRate Expectations: Reading the Macro Tea Leaves and Why it's Critical for Income Investors - with Sandra Rhouma, European Economist—Fixed Income
Rate Expectations: Reading the Macro Tea Leaves and Why it's Critical for Income Investors - with Sandra Rhouma, European Economist—Fixed Income

Rate Expectations: Reading the Macro Tea Leaves and Why it's Critical for Income Investors - with Sandra Rhouma, European Economist—Fixed Income

Update: 2025-10-01
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How can investors navigate the complexities of today's economic environment while maintaining a long-term perspective? Sandra Rhouma, AllianceBernstein's European economist, emphasizes the importance of maintaining a calm and steady approach to economic forecasting that sifts through the noise and is focused on the global economy's long-term trajectory. By assigning probabilities to different risk scenarios, investors can better navigate periods of high uncertainty and make informed decisions about their portfolios. Sandra shares her experiences transitioning from the European Central Bank (ECB) to asset management, highlighting the differences in how market information is processed and utilized. She discusses the mental challenges of filtering through constant news flow and the importance of focusing on influential voices. Sandra's passion for economics stems from its dynamic nature and its intersection with other social sciences, keeping her curious and engaged in understanding the broader implications of economic events.

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Rate Expectations: Reading the Macro Tea Leaves and Why it's Critical for Income Investors - with Sandra Rhouma, European Economist—Fixed Income

Rate Expectations: Reading the Macro Tea Leaves and Why it's Critical for Income Investors - with Sandra Rhouma, European Economist—Fixed Income

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