With changing sentiment around Middle East tensions and a busy earnings season driving market moves, the Dow Jones recorded its fifth consecutive gain yesterday and a third straight record close. Meanwhile, the S&P 500 and the Nasdaq both slipped, with the latter weighted down by declines in SpaceX and AMD, while European equities reached a fresh all-time high. Dario Messi, Head of Fixed Income Research, joins the show to discuss expectations for the US Federal Reserve and what it means for fixed income portfolios.
(00:00) - Introduction: Roman Canziani, Head of Product & Investment Content
(00:42) - Markets wrap-up: Helen Freer, Product & Investment Content
(07:08) - Fixed income update: Dario Messi, Head of Fixed Income Research
(11:55) - Closing remarks: Roman Canziani, Head of Product & Investment Content
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