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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, 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…
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.
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z True Potential, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.