After a somewhat sluggish start to the month, equities and bonds have picked up momentum in recent sessions, driven by positive earnings reports and lower yields. Dario Messi from our Fixed Income Research department explains why he remains positive on one of our core ideas in a risk-on environment: emerging market hard currency bonds.

00:14 Introduction by Bernadette Anderko (Investment Writing)

01:00 Markets wrap-up by Roman Canziani (Head of Investment Writing)

05:47 Impact of China’s stuttering economy on emerging market bonds by Dario Messi (Fixed Income Research)

11:02 Closing remarks by Bernadette Anderko (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.

Stocks are up and yields are down as risk-on sentiment takes over