Global equities have paused in their winning streak, posting losses ahead of revisions to US jobs data due today. Dario Messi, Head of Fixed Income Research, shares his thoughts into the future path of Fed policy. And Mathieu Racheter, Head of Equity Strategy, outlines his sector preferences when it comes to equities.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:41 Markets wrap-up by Jonti Warris (Investment Writing)
06:31 Fixed income strategy update: Dario Messi (Head of Fixed Income Research)
12:44 Equity strategy update: Mathieu Racheter (Head of Equity Strategy)
16:00 Closing remarks by Bernadette Anderko (Investment Writing)
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.