close expandFilter_icon_White_22px linkedinnomura Search_icon_White_22px sharetwitterPlay_button_White_70pxvimeo

Goldilocks and the Bear

Focused thinking: 11 Minute Podcast
November 2017
  • Share this article:

There are two schools of thought on the market at the moment – some believe we are in a ‘Goldilocks’ scenario (reasonable growth with little inflationary pressure) while others believe risks are building in asset markets and investors should stay cautious.

In this podcast, Bilal Hafeez, Head of International Developed Markets Strategy and Andy Cates, Head of Developed Markets Economics speak with Andy Chaytor, Fixed Income Product Manager, on the market indicators they are watching.

Suggested views

Focused thinking: 4 Minute Video

Into 2018 – Central Banks

November 2017
Focused thinking: 2 Minute Video

Into 2018-Geopolitics

November 2017
Focused thinking: 6 Minute Podcast

The inflation battle: Amazon vs the dollar

October 2017