In this episode, Nicola Wealth's asset management leaders tackle the uncertainty of interest rate changes in 2024 and how to tactically navigate this landscape. Public Assets Portfolio Manager, Ben Jang, sheds light on market expectations and the importance of duration exposure in fixed income, while Chief Financial Officer and Head of Private Capital, Bijal Patel, discusses the allure of private debt and mortgages for risk-adjusted returns.

As the conversation unfolds, Managing Director of Nicola Wealth Real Estate, Mark Hannah, underscores the value of build-to-own assets and the strategic advantage they offer over existing properties. Meanwhile, Bijal and Vanessa provide insights into inflation versus deflation concerns and their impact on portfolio stress testing and client engagements.