09 Jul 2018
James Bateman, CIO Multi Asset, Markets Analyst Charlotte Harington, and Portfolio Manager Eugene Philalithis explain why there’s a shift in sentiment over Europe and try to square the mixed messaging coming from central banks. Separately, Portfolio Manager Matt Quaife talks about his concern with credit markets.
The guests also put forward their hot cakes and hot potatoes: Brazilian equities, euro high yield, and the yen are in there - but in which category?
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