Episode 4
Rate expectations: bonds, inflation and managing money in a period of flux
Talking Capital · Capital Generation Partners
March 2, 202333m 51s
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Show Notes
In this episode, Ian and Robert discuss:
- US inflation: what is the prognosis and how have markets been reacting?
- Bonds: how do manage them in the portfolio now?
- Ukraine: a year on, what is the outlook and how is it affecting markets?