Rebalance, Resilience & Tech Reality

In this episode of A Matter of Interest, Jack Amy and Richard Flax will take you behind the scenes of our latest multi-asset portfolio rebalance. Together, they weigh the bull vs. bear arguments around global tech exposure, navigate the complex interaction between energy costs and government bond yields, and explain how spillover effects from the hardware buildout are shaping the broader macroeconomic landscape.  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]