Following last week’s worst selloff in a year, US equities turned a corner yesterday as the risks of a Middle East escalation appeared to ease. Investor sentiment was decidedly more risk-on as this week’s corporate earnings and economic data shifted into focus. Dario Messi, Fixed Income Strategy, discusses the impact of geopolitics on bond markets and talks about emerging market debt in the current climate.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:25 Markets wrap-up by Jonti Warris (Investment Writing)

05:18 The dominance of inflation signals by Dario Messi (Fixed Income Strategy)

08:49 Closing remarks by Bernadette Anderko (Investment Writing)

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