OM DENNE EPISODE
Paul Durrans and Amanda Whitecross, Investment Directors, discuss the Federal Reserve’s decision to raise interest rates and the market reaction, as well as decision from the Bank of England, and the recent comments from AI leaders on safeguards and slowing the rate of development.
Engelsk
USA
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ANDRE EPISODE I DENNE PODCAST
Sebastian Mackay, Investment Director, and Harry Southren, Investment Analyst, discuss the turbulence in the bond market, a rise in oil and energy prices, the implications of the European Central Bank’s interest rate decision, and the resilience of equity markets.
Harry Southren, Investment Analyst, discusses the sharp rise in global government bond yields, the driving factors for this, and the expectations for central banks ahead of major meetings this week.
Kevin Kidney, Head of Investments, reflects on the rise in bond yields, as well as rising inflation and interest rates, against the backdrop of global equities and a strong outlook on global earnings.
Kevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss an apparent upswing in US growth, as well as inflationary pressures which have validated the Federal Reserve’s interest rate hike decision. They also discuss why these conditions have been good for equity markets whic…
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