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Macro Perspectives 46 | Unpacking the recent global equities rally

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Portfolio Manager, Peter Brooke, discusses the host of recent good news to come out of the three main global blocs – the US, China and Europe – which has catalysed a strong risk-on rally.

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Chapters

00:12 What is happening in China to help catalyse the strong risk-on rally
01:27 What has allowed European equities to outperform global equity markets recently
01:48 Looking at how equity markers in the US have responded positively to lower than expected inflation
02:39 Are we back to the promised land? Not quite – why we are waiting to see what happens first

15 Nov 2022 English South Africa Business

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