A global bond sell-off sent yields to multi-year highs, dragging equities lower as tech stocks bore the brunt amid persistent inflation concerns. Yet Bank of America's fund manager survey reveals remarkably bullish positioning, with investors reducing cash and piling into equities on hopes of a soft landing and faith in the AI boom. Dario Messi, Head of Fixed Income Research, shares his views on the latest bond selloff and the drivers behind the move. We also speak with Nenad Dinic from our Equity Strategy Research team about European equities and where he sees opportunities in the region as we head into year end.
(00:00) - Introduction: Mike Rauber, Product & Investment Content
(00:48) - Markets wrap-up: Jan Bopp, Product & Investment Content
(07:04) - Fixed income amid higher long-term US Treasury yields: Dario Messi, Head of Fixed Income
(10:35) - European cyclicals: Nenad Dinic, Equity Strategy Research
(15:24) - Closing remarks: Mike Rauber, Product & Investment Content
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