Whether you trade bonds or not, the yield curve has an important impact on all the assets in your portfolio.
Valuations of shares are significantly impacted by changes in interest rates, driving up- and down-cycles that you don't want to get on the wrong side of, regardless of your stock picking abilities.
In Episode 31 of Magic Markets, the hosts kick it up a gear on the technical side, discussing more advanced topics on the yield curve for those who are ready to learn more.
The combination of Mohammed Nalla's macro and fixed income insights and The Finance Ghost's experience with equity valuations creates a yield masterclass that you don't want to miss.
As we get ready to sign off on the first month of 2023, Petri Redelinghuys from Herenya Capital Advisors joined us to talk about...
Just Share is a non-profit shareholder activism organisation. The focus is on inequality, climate change, diversity and transformation. Importantly, the approach taken by Just...
With eight Magic Markets Premium shows behind us and a ninth dropping this week, we took the opportunity to reflect on the themes coming...