Bond Yields, French Fiscal Strain & AI Checkpoint

The past few weeks have brought plenty to talk about: welcome back to A Matter of Interest, where Jack Amy and Richard Flax break down the latest market developments. In this episode, they examine the fiscal pressures driving the sharp rise in French government bond yields, explore why Moneyfarm maintains a shorter-duration bias in bond portfolios, and evaluate how global equity markets are digesting high expectations amidst shifting valuations, particularly the AI tech complex. Become a supporter of this podcast: https://www.spreaker.com/podcast/a-matter-of-interest--7083249/support. Thanks for listening! This episode was powered by Moneyfarm, your digital wealth manager. If you enjoyed it, please subscribe and consider leaving us a review. Start investing at moneyfarm.com/uk Follow us on Instagram @moneyfarmuk and LinkedIn @moneyfarm  Got questions? Email us at [email protected]