Episode Details

While major European stock markets experienced a cautiously optimistic trading session, buoyed by hopes of de-escalation in Ukraine, the main US indices ended the day in negative territory, led by declines in large-cap technology stocks. Nevertheless, a notable 70% of S&P 500 constituents managed to finish higher, as investors looked ahead to the Jackson Hole symposium, which begins tomorrow, for fresh insights into future monetary policy. For expert analysis, Dario Messi, Head of Fixed Income Research, shares his perspectives on these developments, while Mathieu Racheter, Head of Equity Strategy Research, discusses the potential implications of a peace agreement for European equities, especially the defence sector.

• (00:00) - Introduction: Bernadette Anderko, Product & Investment Content
• (00:31) - Markets wrap-up: Roman Canziani, Head of Investment Writing
• (06:38) - Expectations for Jackson Hole: Dario Messi, Head of Fixed Income Research
• (12:12) - Defence stocks in the wake of peace talks: Mathieu Racheter, Head of Equity Strategy Research
• (16:12) - Closing remarks: Bernadette Anderko, Product & Investment Content

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.