The second quarter is off to a rocky start for global equities as sticky inflation data and strong economic figures have pushed bond yields higher and their prices lower, weighing on a stock market that has so far ignored the repricing of central bank rate cuts in recent months. The only asset currently seeing an upside seems to be commodities, with oil hitting a five-month high and gold reaching a record high yesterday. Fixed Income strategist Dario Messi joins the show today to discuss the latest bond moves and what they mean for investors right now.
00:00 Introduction by Bernadette Anderko (Investment Writing)
00:38 Markets wrap-up by Lucija Caculovic (Investment Writing)
06:10 Bond Market Update by Dario Messi (Fixed Income Strategy)
10:52 Closing remarks by Bernadette Anderko (Investment Writing)
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