Cut to the Chase! Capital scarcity: Can equities still rally if yields stay at 5%?

Sylvain discusses why surging bond yields and a US 10-year government bond yield crossing 5% – fuelled by the AI investment boom's competition for capital – don't have to derail the equity rally and shares views on how to position your portfolio in this environment.Speaker:Sylvain Huard, Head of Asset Allocation, WS Chief Investments Officer, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go or subscribe to Standard Chartered Wealth Insights on YouTube.