Clayton Triick

Clayton Triick, Head of Portfolio Management at Angel Oak Capital, and Shuntaro Takeuchi, Portfolio Manager at Matthews Asia, delve into Japan's political landscape after a significant election setback for Prime Minister Shigeru Ishiba. They discuss the implications for currency fluctuations and potential economic policies. The conversation shifts to the Federal Reserve’s interest rate strategy amidst Donald Trump’s tariffs, exploring global central banks' responses and the evolving fixed income market amidst volatility.