Equity markets finish a turbulent March with a solid rebound

Global markets showed signs of recovery yesterday after a highly volatile March, with European equities stabilising and US indices staging an impressive rally. However, persistent geopolitical tensions in the Middle East continue to weigh on sentiment, fuelling higher energy prices and pushing Eurozone inflation above the ECB’s target. Asian markets opened April on a strong footing, led by a sharp surge in Japanese and South Korean equities. Today we’re joined by Dario Messi, Head of Fixed Income Research, to explore the latest developments in corporate credit markets and explain the headlines in private credit. We also welcome Mathieu Racheter, Head of Equity Strategy, who discusses how equity markets are reacting to the ongoing geopolitical situation and offers a deep dive into emerging market equities.

• (00:00) - Introduction: Helen Freer, Product & Investment Content
• (00:31) - Markets wrap-up: Lucija Caculovic, Product & Investment Content
• (07:13) - Bond market update: Dario Messi, Head of Fixed Income Research
• (11:26) - Equity market update: Mathieu Racheter, Head of Equity Strategy Research
• (16:24) - Closing remarks: Helen Freer, Product & Investment Content

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