Weclome to the latest podcast from Rockhold, featuring the current market views of Rockhold’s MPS partner, Alpha Beta. Today's topics: What happened to so-called diversification benefits in recent market falls? Has inflation peaked? Short term rates have further to go but long term rates appear to be falling already? Is that correct?  Markets are an efficient discounting mechanism – but what does that mean? A recession looks likely – a technical one or something altogether more real?