US stock markets didn’t have the best start to the week as tech stocks led indices lower. The Nasdaq Composite was the worst performer, falling more than 1%. But this bad start to the week needs to be put into context: the S&P 500 and Nasdaq are still on track to finish June more than 3% higher, while the Dow Jones is currently set for a monthly gain of nearly 2.5%. As rates starts to bite and their impact is felt, Dario Messi highlights which segments of the bond market should be in investors’ focus as we head into the second half of the year.

00:14 Introduction by Helen Freer (Investment Writing)

00:39 Markets wrap-up by Bernadette Anderko (Investment Writing)

03:57 Market Outlook Mid-Year 2023 deep-dive – Fixed income by Dario Messi (Fixed Income Research)

08:05 Closing remarks by Helen Freer (Investment Writing)

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