The rotation in equities continues and gold reaches new highs

Rotation is the key word in financial markets at the moment, as leadership of the US market has shifted very quickly from the Magnificent 7 to the broader market. Mathieu Racheter, Head of Equity Strategy Research, talks about how investors should position themselves in this environment and sheds some light on the ongoing earnings season. And we have Dario Messi, Head of Fixed Income Research, on the show. He talks about the recent move lower in bond yields as well as expectations for tomorrow’s ECB meeting.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:38 Markets wrap-up by Jan Bopp (Investment Writing)

06:44 Bonds update: Dario Messi (Head of Fixed Income Research)

11:12 Q2 earnings season update by Mathieu Racheter (Head of Equity Strategy)

15:24 Closing remarks by Bernadette Anderko (Investment Writing)

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