About this episode
US equities fell further yesterday, weighed by concerns over rising Treasury yields ahead of a key speech later this week from Fed Chairman Jerome Powell. Dario Messi, Fixed Income Research, shares with us his recommendations on how to tackle the current environment in bond markets. And in a special contribution from Richard Tang, Head of Research Hong Kong, we talk about the latest developments in China. 00:00 Introduction by Bernadette Anderko (Investment Writing) 00:33 Markets wrap-up by Jonti Warris (Investment Writing) 05:56 Bond market update by Dario Messi (Fixed Income Research) 10:57 Latest developments in China (pre-recorded): Helen Freer (Investment Writing) and Richard Tang (Head of Research Hong Kong) 11:26 China: Triggers for latest economic concerns 13:09 China: Impact of Chinese deflation 14:36 China: Explanation of recent rate decisions 15:43 China: Support for the property sector 17:29 China: Increase in risks to growth? 18:47 China: Our current investment philosophy 19:47 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.