Episode notes
2022 was a miserable year for global savers. Central banks hurriedly raised policy rates to combat inflation which caused prices to correct across global equity and bond markets. As we enter 2023, equity valuations and bond yields are far more convincing than a year ago. At some point - it is difficult to say exactly when - global markets will anticipate the easing of policy rates and assets will start to perform again.
Join Guy Czartoryski and Oluwasegun Akinwale as they discuss how this reset in valuations and yields creates opportunities in 2023.