Markets showed a broad risk-off tone on Tuesday, with equities weaker and bond yields moving higher. Oil prices surged as hopes for a US–Iran deal faded, stoking inflation concerns after stronger-than-expected US inflation data. Dario Messi, Head of Fixed Income Research, explains the implications for bond markets and shares his view on UK gilts amid ongoing political turmoil. And Nenad Dinic, Equity Strategist, explains why he likes the Communications sector and highlights areas of strength and weakness within European equities.

(00:00) - Introduction: Roman Canziani, Head of Product & Investment Content
(00:52) - Markets wrap-up: Jan Bopp, Product & Investment Content
(06:52) - Fixed income strategy update: Dario Messi, Head of Fixed Income Research
(10:59) - Equity strategy rating changes: Nenad Dinic, Equity Strategy Research
(15:59) - Closing remarks: Roman Canziani, Head of Product & Investment Content

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(00:00) - Introduction: Roman Canziani, Head of Product & Investment Content
(00:52) - Markets wrap-up: Jan Bopp, Product & Investment Content
(06:52) - Fixed income strategy update: Dario Messi, Head of Fixed Income Research
(10:59) - Equity strategy rating changes: Nenad Dinic, Equity Strategy Research
(15:59) - Closing remarks: Roman Canziani, Head of 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.

Risk-off mood deepens as inflation and o...