The great rotation and the return of the private investor

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Manage episode 287160375 series 113818
By Dennis Publishing. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
Merryn and John look at what's happening in the markets as investors pull out of super expensive growth stocks and into less expensive value stocks; the end of the bond bull market and the return of inflation; and is the wave of new young investors good for markets or the sign of a market top?

203 episodes