• Podcast

In tune with the markets – Samba and some stress

Bond yields are climbing, the Magnificent Seven are back in the spotlight, and the bill for the AI boom is getting bigger. Government debt is putting pressure on public finances, while strong earnings are being asked to carry increasingly lofty market expectations. From Brazil's samba-fueled rally to growing stress in bond markets, investors have plenty to dance with.

Authors

    Portfolio Manager
    Equity Investment Specialist

Expected performance is no guarantee of future results. The value of your investments may fluctuate. The scenarios presented are an estimate of future performance based on evidence from the past on how the value of this investment varies, and/or current market conditions and are not an exact indicator. What you will get will vary depending on how the market performs and how long you keep the investment/product.

References to specific securities, companies, or issuers are for illustrative and informational purposes only and do not constitute an investment recommendation, endorsement, or offer to buy or sell.

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