Market outlook podcast: Earnings optimism eclipses bond market jitters

Bond markets were spooked by resilient growth and rising inflation forecasts, as the US Treasury weighed in with support.

For equities, we continue to expect a broadening of earnings, alongside the AI boost, which is reflected in our asset allocation.

Presented by Aymeric Forest CFA, Head of Investment Strategy. Hosted by Lorna Denny, Investment Specialist.