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Burnham’s Bond Gamble, Gavekal’s Turkish Play, and Gold’s Crowded Hedge

Burnham’s Bond Gamble, Gavekal’s Turkish Play, and Gold’s Crowded Hedge



In this week’s Markets Wrap, hosts Merryn Somerset Webb and John Stepek weigh Greater Manchester mayor Andy Burnham’s bond-market remarks against fiscal reality, unpack financial services group Gavekal’s so-called “Turkish Portfolio” of equities, and consider gold’s role as a hedge in an increasingly crowded market.

As always, questions and comments welcome at merrynmoney@bloomberg.net

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Published on 3 months, 1 week ago






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