Episode Details
Back to EpisodesGovernment bond yields rise as some calm returns to equity markets
Published 3 years, 1 month ago
Description
With nerves calmed, traders have started to reassess the odds of additional interest rate hikes in Europe and the US. Leonardo Pellandini, Equity Strategy Research, explains why he believes in a comeback for quality growth stocks, and Dario Messi, Fixed Income Research, highlights where fixed income investors can now find value.
00:14 Introduction by Lucija Caculovic (Investment Writing)
00:34 Markets wrap-up Roman Canziani (Head of Investment Writing)
05:07 The comeback of quality growth by Leonardo Pellandini (Equity Strategy)
07:50 Fixed income update by Dario Messi (Fixed Income Research)
11:50 Closing remarks by Lucija Caculovic (Investment Writing)