Peace talk hopes boost global stocks

As peace talks could be back on the table in the Middle East, global equity markets breathed a sigh of relief and investors snapped up tech stocks around the world. The Kospi retreated from bear market territory rallying more than 5%. And Japanese bonds, equities and the currency were boosted by comments from the country’s finance minister that the government wants to encourage its pension funds to invest more in domestic assets. Despite geopolitical risks having returned as a key driver of bond-market performance, Dario Messi, Head of Fixed Income Research, explains why investors should avoid this temporary market noise, and if necessary, take advantage of higher yield levels – especially in Europe – to ensure appropriate duration exposure within their portfolios.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:25) - Markets wrap-up: Bernadette Anderko, Product & Investment Content (05:18) - Bond market update: Dario Messi, Head of Fixed Income Research (09:40) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.