In this video, William Dinning, Chief Investment Officer, discusses the factors driving market volatility at the start of 2025. He explores the global rise in bond yields, the outlook for inflation, and the implications of central bank policies in the UK, US, and Europe. He also highlights the value opportunities in UK gilts and the importance of exchange rates in assessing sovereign risk. Looking ahead, Bill emphasises the role of inflation expectations and economic catalysts in shaping market performance.
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