n this video, Bill Dinning, Chief Investment Officer, reviews the strength of global equity markets, driven by solid Q3 earnings growth across major regions.
He highlights the dominance of the Magnificent Seven in US market leadership and discusses the implications of concentrated performance. Bill also examines the Bank of England’s recent rate decision, the potential for a December rate cut, and the fiscal outlook for the UK, noting improving deficit trends relative to other G7 nations.
He reflects on inflation expectations and the prospects for UK gilts, while outlining positioning across equities and fixed income as markets head into year-end.
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