About this episode
US equities rise on falling US Treasury yields and strong performances from artificial intelligence stocks Microsoft and Nvidia. The Bank of England governor warns that slower growth will not stop it from raising interest rates. Talk of more support for China's big property developers sends their stocks and bonds higher. Mathieu Racheter, Head of Equity Strategy, notes that quality growth will continue to lead the way, underpinning our preference for US equities. And Manuel Villegas, Next Generation Research, talks about crypto assets as investors wait to see if the SEC will approve spot bitcoin ETFs. 00:00 Introduction by Jonti Warris (Investment Writing) 00:38 Markets wrap-up by Mike Rauber (Investment Writing) 05:44 Equity market update by Mathieu Racheter (Head of Equity Strategy) 08:22 Digital assets update by Manuel Villegas (Next Generation Research) 11:00 Closing remarks by Jonti Warris (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.