Ushering in a new era: the rise of the Chinese consumer brands
In this episode, Mark Winterburn, Head of UK Advisory Services, is joined by his colleague from the Advisory Desk, Felicity Selcoe, to discuss the learnings from the recent central bankers' meeting at Jackson Hole and the knock-on effect on equity markets. Turning to the bond market, Felicity outlines our selective approach to fixed income investments as the best of the corporate bond rally is likely behind us. Finally, Mark and Felicity touch on a regular topic of discussion in recent podcasts, China, and where they see long-term opportunities in the market.