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Hot Inflation Signals this Week Could Ignite Market Volatility

Edward Smith, co-chief investment officer (co-CIO) at Rathbones, discusses some of the concerns surrounding stubborn inflation signals in core services and the potential for market volatility if core Producer Consumption Expenditure (PCE) numbers come in hotter than expected.

Smith unpacks the high volume of bond issuance we’ve seen in the first quarter; whether the demand will continue to match the supply and what parts of high yield space could warrant some “nervousness” and attention from traders and investors.

The co-CIO also talks through why European assets have been outperforming in the last month and how he expects this to play out this year. Finally, he delves into the investment profile of India; where valuations stand, where there might opportunities and risks and what to expect from JP Morgan’s inclusion of India in its bond index in June.

25.03.2024


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