Podcast Episodes
Back to SearchFurther rate increases needed to fight inflation
Stock and bond markets fell yesterday as investors adjusted their outlook on peak rates after data highlighted persistent inflationary pressures. Our…
3 years, 4 months ago
A deep dive into our fixed income strategy and China
Strong economic data out of China sent positive waves through the markets - certainly a nice change after February’s losses. In today's episode, Dari…
3 years, 4 months ago
Positive US data releases again
After three weeks of losses, US equities staged a minor advance on Monday as better-than-expected US economic data releases fueled the higher-for-lon…
3 years, 4 months ago
The post-Brexit deal and the fight between bulls and bears
In preparation for an expected announcement on a post-Brexit deal for Northern Ireland, UK Prime Minister Rishi Sunak and European Commission Preside…
3 years, 4 months ago
Investors await the US Personal Consumption Expenditures (PCE) data
On the one-year anniversary of Russia’s invasion of Ukraine, the US is planning to make an announcement today about “sweeping sanctions”, while China…
3 years, 4 months ago
Fed indicates more rate hikes ahead to curb inflation
The minutes from the Federal Open Market Committee’s February meeting show that ongoing interest rate increases are necessary to help stamp out infla…
3 years, 4 months ago
Should investors be chasing the rally?
Concerns about higher interest rates and the state of the consumer continue to weigh on market sentiment. Meanwhile, on the political front, Russian …
3 years, 4 months ago
Geopolitics in the spotlight
As Turkey faces yet another series of devastating earthquakes, geopolitics remain at the forefront of investors’ minds this week. US President Joe Bi…
3 years, 4 months ago
Positive momentum to keep on pushing equity markets higher
While US bond and equity markets will remain shut today, due to President’s Day, Asian markets have started the trading week on a strong note with th…
3 years, 4 months ago
Fed comments dampen sentiment
Market sentiment has soured after two Federal Reserve officials said they may favour bigger interest rate hikes to combat persistently high inflation…
3 years, 4 months ago