Ninety One’s Paul Carr on the impact of global disinflation on investing

9 min

In this Smart Money with Alishia Seckam interview, Paul Carr – Portfolio Manager at Ninety One – discusses how global disinflation affects the investment industry.

Carr is an investment specialist with a focus on foreign exchange, rates, and commodities.

In the interview, Carr starts off by discussing interest rates during global financial crises.

He then shifts to current interest rates, and outlines the biggest factors influencing inflation and the present state of the global economy.

Carr unpacks what the current economic situation means for investors – especially conservative ones – and talks about global disinflation.

Carr concludes the interview by detailing what the future holds for the global economy and fixed income, and how all of this influences Ninety One’s portfolio positioning and risk mitigation.