Nomura

Goldilocks and the Bear

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.

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