Show Notes
The past few weeks have brought plenty to talk about: welcome back to A Matter of Interest, where Jack Amy and Richard Flax break down the latest market developments.
In this episode, they examine the fiscal pressures driving the sharp rise in French government bond yields, explore why Moneyfarm maintains a shorter-duration bias in bond portfolios, and evaluate how global equity markets are digesting high expectations amidst shifting valuations, particularly the AI tech complex.
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More from A Matter of Interest
In this episode of A Matter of Interest, Jack Amy and Richard Flax will take you behind the scenes of our latest multi-asset portfolio rebalance. Together, they weigh the bull vs. bear arguments around global tech exposure, navigate the complex interaction between energy costs and government bond yields, and explain how spillover effects from the hardware buildout are shaping the broader macroeconomic landscape.
In this episode, we explore recent developments in UK fiscal policy, dissect the global sovereign bond sell-off, and examine the strategic debates surrounding the future of Artificial Intelligence.
A lot is going on after our short summer break, so hit play to discover the latest with us.
Here’s to another edition of A Matter of Interest, hosted by Moneyfarm’s Richard Flax and Jack Amy.
Welcome back to a new episode of A Matter of Interest.