Perspectives: Episode 55 – Wait, are bonds beginning to look attractive? What does this mean for equities?
In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on recent market volatility. She discusses how the markets’ focus has shifted from interest rates at the start of the year, to inflation following the invasion of Ukraine to now growth and why this is actually a positive development for the market. She also discusses why the copper-to-gold price ratio is worth watching closely.