Keith Dicker headshotErik Townsend and Patrick Ceresna welcome Keith Dicker to MacroVoices. Erik and Keith discuss:

  • Understanding the government bond bubble
  • Can equities rally during a bond route?
  • Rethinking bonds and portfolio allocations
  • Artificially suppressed interest rates
  • Has the bear market in bonds started?
  • Growth in the sovereign debt markets
  • Impact of higher rates on governments
  • Outlook on equities and the gold

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Keith Dicker, CFA is the Chief Investment Officer and Founder of IceCap Asset Management Limited. He has over 25 years of investment experience, covering multi asset class strategies including equities, fixed income, commodities & currencies.

Keith earned the Chartered Financial Analyst (CFA) designation in 1998 and is a member of the Chartered Financial Analysts Institute. He has been recognized by the CFA Institute, Reuters, Bloomberg, BNN and the Globe & Mail for his views on global macro investment strategies.

Keith is the author of the IceCap Global Market Outlook which regularly receives 30,000 readers from around the world. He is a frequent speaker on the challenges and opportunities facing investors today and is available to present to groups of any size.  On a selective basis, he is also available as an independent director.