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Matt Harvey is joined by two fixed Interest portfolio managers, Eu Joe Chan (BT Investment Solutions) and Jay Sivapalan (Janus Henderson) to discuss the recent volatility in bond markets. Eu Joe explains the cause for negative returns over the first quarter of this year while Jay provides his outlook for inflation and opportunities for active management in the year ahead.
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This podcast explores how this calendar year has seen global equities drop 35.8% from their pre-pandemic high but have since recovered 52.4%, a drop from the February high of 2.4%.
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