Growth rates are reaching record levels

In this episode, Tom Claridge joins Mark Winterburn to discuss the continued economic recovery in the US, the growing inflation story and what conclusions we can draw from the very strong earnings season we've seen this quarter. Before closing, Mark also comments on the recent ransomware attack on the US fuel supply chain and why cybersecurity remains a popular investment theme.

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The Investment Insights podcast brings you the thoughts and views of Julius Baer's UK investment team on today's markets. The information contained in this podcast is marketing material. Opinions expressed do not constitute independent financial/investment research, investment advice, or an offer to buy or sell securities by Julius Baer. Please refer to www.juliusbaer.com/legal/podcasts for important legal information prior to listening to this podcast.