Global equities rallied strongly, while US Treasury yields plunged after US inflation data surprised marginally to the downside, providing hope that the Fed has concluded its tightening cycle. Eirini Tsekeridou, Fixed Income Strategy, gives an update on the volatility in the US Treasury bond market. And Mathieu Racheter, Head of Equity Strategy, shares with us his preferred sweet spots in the healthcare sector.

00:00 Introduction by Bernadette Anderko (Investment Writing)

01:03 Markets wrap-up by Jonti Warris (Investment Writing)

06:20 US bonds update by Eirini Tsekeridou (Fixed Income Strategy)

08:49 Healthcare sector update by Mathieu Racheter (Head of Equity Strategy)

12:41 Closing remarks by Bernadette Anderko (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.