Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
274 videos and podcasts · new this week: 49
For wealth professionals with UK or European fixed income and equity exposure, it offers a manager discussion of how the Budget was received across gilts, rates and sectors.
It is a compact run-through of how one large manager is framing allocation decisions in a higher-rate environment, including the diversification case for insurance-linked and private market assets. Advisors can compare that framing against their own portfolio construction and client conversations.
For wealth professionals evaluating small-cap exposure, the discussion lays out a manager's case on earnings, valuations and market leadership, plus the signals being read from M&A and private equity activity. It offers a grounded view of the arguments being made about rates versus fundamentals in the small-cap segment.
New manager videos, podcasts and our own markets & outlook stories on My Desk and in your morning edition.
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