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Market expectations have moved on quite rapidly over recent months alongside the changing macro data. Fears of recession gave way to predictions of an economic ‘soft landing’, and, even more recently, a ‘no-landing’ scenario has been mooted as risk assets have continued to rally. Deputy CIO of multi-asset, Paul Brain, discusses the macro factors that might eventually dampen the more positive sentiment later this year with multimedia editor Matthew Goodburn.
Recorded 26 March 2024
