334. Fed cuts, China rebounds, UK equities: what’s next for investors?
Listen now
Description
Darius McDermott and Juliet Schooling Latter join us once again for our quarterly market update. They cover the most recent developments in global markets, with a special focus on the Federal Reserve’s interest rate cuts and their influence on both the US and UK economies. We hear two differing opinions on China’s rebound and insights into what the future might hold for UK equities and global small-caps. The episode wraps up with a preview of potential risks heading into 2025, including the U...
More Episodes
This episode discusses why high yield bonds, often labeled as ‘junk bonds,’ can be an attractive investment and how today's market is different from previous decades. Jack Holmes, co-manager of the Artemis Global High Yield Bond fund, shares their strategy of focusing on European and UK markets...
Published 11/14/24
Hamish Maxwell, investment specialist on Scottish Mortgage Investment Trust, offers listeners a comprehensive look into the current state of the global markets. The discussion highlights the trust's core strategies for navigating volatility and adapting portfolios for resilience. Hamish shares...
Published 11/07/24