359: Where next for markets after a turbulent Q1?

Our expert panel discusses the remarkable shift in the market narrative, which has accompanied a rotation away from some of the best-performing assets of 2024, and what investors can expect over the coming months.

During the episode, our latest CIO call, our speakers are Sonja Laud, our Global Chief Investment Officer; Colin Reedie, Head of Active Strategies; Jason Becker, Head of US Credit strategy, Asset Management, America; and Tim Drayson, Head of Economics.

Among other points, they cover:

• How shifts in US and European policy are likely to affect the global economy
• The reasons behind the rotation currently underway in markets
• The prospects for fixed income and equities in light of the murky macro outlook
• Our own positioning within risk assets

In addition, the speakers also share what they have been reading, watching and listening to recently.

The podcast was recorded on 26 March and was moderated by Max Julius, Head of Content.

For professional investors only. Capital at risk.