About this podcast
In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast Karen and Hugh do exactly that – they digest the newsflow and work out what it means for global investors.
23 episodes · Investeren
Markets Explained
Latest episodeFrance and tech are feeling the bite of bonds
About this podcast
In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast Karen and Hugh do exactly that – they digest the newsflow and work out what it means for global investors.
Recent episodes
- Will earnings be a tailwind for stocks again?12 Oct · 16 min
- Jobs soft, oil flows improving but the bond market is still not happy5 Oct · 17 min
- Oil up, bond yields up, yet equities up too28 Sept · 17 min
- The bond market is judge, jury and (sometimes) executioner21 Sept · 19 min
- Oil, inflation, and unhappy bond markets14 Sept · 16 min
- Will the Budget walk the walk?7 Sept · 14 min
- Why bond yields are rising1 Sept · 15 min
- Bond intervention24 Aug · 15 min
- A global earnings knockout17 Aug · 13 min
- It’s a good time to invest10 Aug · 17 min
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