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Recession or Not?

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Equity markets and bond markets are currently sending very different signals. While bond investors seem to be of the opinion that the end is nigh, equity investors – particularly US equity investors – seem not to worry a great deal. In this webinar, our CIO looks at the raw data and draws his own conclusions – both in terms of where we are in the cycle, and how he thinks investors should position themselves.

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Equity markets and bond markets are currently sending very different signals. While bond investors seem to be of the opinion that the end is nigh, equity investors – particularly US equity investors – seem not to worry a great deal. In this webinar, our CIO looks at the raw data and draws his own conclusions – both in terms of where we are in the cycle, and how he thinks investors should position themselves.

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