Rockhold: Diversification benefits | Has inflation peaked? | Interest rates

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ASHL Media

Adviser Services Holdings Ltd

31 episodes

9 months ago

Market and industry updates for our community of advisers at Sense Network, Lyncombe Consultants and Rockhold Asset Management.

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Market and industry updates for our community of advisers at Sense Network, Lyncombe Consultants and Rockhold Asset Management.

Rockhold: Diversification benefits | Has inflation peaked? | Interest rates | Discount Mechanisms

ASHL Media

30 minutes 10 seconds

3 years ago

Rockhold: Diversification benefits | Has inflation peaked? | Interest rates | Discount Mechanisms

Weclome to the latest podcast from Rockhold, featuring the current market views of Rockhold’s MPS partner, Alpha Beta. Today's topics: What happened to so-called diversification benefits in recent market falls? Has inflation peaked? Short term rates have further to go but long term rates appear to be falling already? Is that correct? Markets are an efficient discounting mechanism – but what does that mean? A recession looks likely – a technical one or something altogether more real?