It has been a year of two halves for equity markets. The belief that central bank easing would come to the rescue bolstered returns in the first half, but a higher-for-longer message from the Federal Reserve and other central banks, thanks in large part to a resilient US economy, is starting to take its toll. Marija Veitmane, our global head of Equity Strategy, makes a long overdue appearance discussing which corners of the stock market look most vulnerable and where to look for safety and growth opportunities. See omnystudio.com/listener for privacy information.