Markets reacted positively to Fed Chair Powell's upbeat comments on disinflation, sending US equities to another record high and bond yields lower. European equities struggled however, amid prevailing political concerns, despite inflationary pressures easing in June. Dario Messi, Head of Fixed Income Research, discusses what political risks in Europe mean for bond investors and why he believes there is value in peripheral European bonds.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:31 Markets wrap-up by Jan Bopp (Investment Writing)

06:08 European bonds in the current climate by Dario Messi (Head of Fixed Income Research)

10:19 Closing remarks by Bernadette Anderko (Investment Writing)

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Powell’s dovish comments push US equities to another record high