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The great rotation, inflation and the spectre of the 1970s
Published 8 years, 3 months ago
Description
John and Merryn mull over another eventful week in the markets. This week, they talk about the "great rotation" - the shift in the bond markets and how that will affect equities – plus inflation and the spectre of the 1970s. Also, private equity, charities, poor old Neil Woodford and much more.