Portfolio Manager
• Podcast
Podcast: In tune with the markets – Hot stuff
Inflation remains the headline act in global markets, but the heat doesn’t stop there. Earnings season is setting the stage for fresh surprises, Korean equities are testing the durability of the emerging markets rally as leveraged ETF dynamics unwind, and AI driven capex is rippling through credit markets. Meanwhile, the VIX may look calm, yet single stock volatility is hitting unprecedented highs. Plenty is cooking beneath the surface.
Authors
Equity Investment Specialist
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