Ben Squared: 19th July 2024 – US Presidency, Bond Yields and the Market Rotation

In the latest Ben Squared podcast we discuss the (potentially) fading impact of the US Presidential race on markets, even despite its many sensational twists and turns. We then analyse what we consider to be the dominant factors, and the extent they are influencing the short-term (though dramatic) rotation out of US Large Cap Growth stocks and into other areas of the market. This podcast is for UK Professional Clients Only. Capital at Risk. This podcast was recorded on 18th July 2024 Hosted on Ausha. See ausha.co/privacy-policy for more information.