After an eventful summer for the markets and policymakers, particularly in the bond markets, our podcast series regulars reunite to recap the major movements in the markets over the past few weeks. Listen further to discover what these market events mean for investors and our own investment views.
“The ECB opens a period of central bank meetings. The balance is shifting further towards the risk that inflation proves more persistent than expected, given the recent rise in energy prices amid geopolitical tensions.”