
À propos de ce 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 épisodes · Investeren
Markets Explained
Dernier épisodeWill earnings be a tailwind for stocks again?
À propos de ce 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.
Épisodes récents
- 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 août · 15 min
- A global earnings knockout17 août · 13 min
- It’s a good time to invest10 août · 17 min
- Where is the interest rate outlook mispriced by markets?3 août · 19 min