Equity markets are pricing in a new reality in which US interest rates will stay higher for longer and China will no longer be a growth engine for the global economy. This has implications for investors, as Dario Messi of Fixed Income Research explains: "The momentum for higher yields in the US has increased”.

00:14 Introduction by Jonti Warris (Investment Writing)

00:38 Markets wrap-up by Roman Canziani (Head of Investment Writing)

06:19 Fixed income markets by Dario Messi (Fixed Income Research)

10:27 Closing remarks by Jonti Warris (Investment Writing)

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