Portfolio Manager
• 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
Equity Investment Specialist
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