The Fed’s rate cutting cycle has kicked off, a soft landing still looks likely and China has finally pressed the stimulus button. It feels like we could almost be set for a Goldilocks scenario.

Today we will examine whether more positive data and more stimulus can outweigh the backdrop of persistent uncertainty for financial markets.

Presented by Aymeric Forest CFA, Head of Investment Strategy and Thomas Vogl CFA, FRM, Portfolio Manager. Hosted by Lorna Denny, Investment Specialist.