In this episode Alan Livsey, CFA, LEX Editor at the Financial Times chats with Alberto Gallo, CFA, CIO & Co-founder of Andromeda Capital Management. They discuss the dramatic shift in perceptions towards inflation and interest rates and what that means for the markets. Together they endeavour to predict the answers to the following questions:
• Has the multi-decade bull market paused, or ended?
• Will central banks have to hike even higher next year?
• What will that mean for the job and credit market across the world?
• Has the worst passed for the UK gilt market?
• Looking at global economies currently, what can we expect to see in 2023?
