Comments from an Australian fund manager up on Bloomberg overnight

BT Investment Management's head of fixed income Vimal Gor, from an interview last week

  • Expects AUD strength to weigh on the economy
  • Will prompt at least 50bp of RBA rate cuts

On timing of cuts:

  • "the second half of the year looks much more likely than a cut in the first half"

More on the AUD:

  • looking for opportunities to bet on a decline
  • Says it could climb toward 80 cents in the short-term

Article is here at Bloomberg