Episode Details

Just as the banking sector was recovering from the turmoil that engulfed it last month, First Republic Bank is making fresh headlines with its divestment plans. Meanwhile, the so-called FAANMG stocks have started their fair share of earnings reports, which showed that quarterly results were largely driven by their established search and cloud computing businesses, and they also used their investor calls to highlight what's next: Artificial Intelligence. Dario Messi from Fixed Income Research shares his thoughts on US high yield and emerging market hard currency debt.

00:14 Introduction by Lucija Caculovic (Investment Writing)

00:33 Markets wrap-up by Alexander Petersen (Investment Writing)

04:18 Fixed income update by Dario Messi (Fixed Income Research)

08:14 Closing remarks by Lucija Caculovic (Investment Writing)