The situation has changed - David Riley
Listen now
Description
David Riley shares his views on higher government bond yields, the ECB’s hawkish tilt, new US data points and the global bond market sell-off.
More Episodes
Sid Chhabra, head of European High Yield, Securitized Credit and CLO Management, and Mike Reed, Head of Global Financial Institutions, discuss why the current backdrop is favourable for high yield, select investment opportunities in the banking, energy, telecoms and real estate sectors, and the...
Published 11/15/24
Published 11/15/24
Habib Subjally, Head of Global Equities and Senior Portfolio Manager, and Mike Reed, Head of Global Financial Institutions, discuss drivers of equity markets over the last few years, productivity and innovation in challenging times, and the Global Equity team’s focus on great businesses which...
Published 07/15/24