A softer than expected increase in US producer price prices for October gave US equities another boost. However, geopolitical concerns are weighing on sentiment this morning after a missile is reported to have struck land in Poland near the Ukraine border. Dario Messi from Fixed Income Research speaks about the broadening opportunity set in fixed income following the rise in real bond yields this year.

00:09 Introduction and markets wrap by Mike Rauber (Investment Writing)
04:00 New fixed-income strategy calls by Dario Messi (Fixed Income Research)
07:45 Closing remarks by Mike Rauber (Investment Writing)