Episode Details
Back to Episodes
Ben Squared: 18th March 2025: Europe’s Expansion and Outperformance, plus thoughts on Bonds
Published 1 year, 1 month ago
Description
In this latest Ben Squared we begin by discussing the momentum behind the European/German fiscal expansion and market outperformance, and if there is scope for disappointment? We then pivot to discussion over US market performance and whether weakness can persist and how international markets may react. Finally, we revisit the utility of bonds in what (in very recent times) appears a breakdown in the diversification benefits of the asset class.
This podcast was recorded on 17th March 2025.
*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.
Hosted on Ausha. See ausha.co/privacy-policy for more information.