Earnings reports in the US fuelled the rally overnight but the story was more mixed in Asian trading. Mathieu Racheter, Head of Equity Strategy explains why he favours software in the IT space, and Dario Messi, Fixed Income Research joins us to reveal whether or not emerging market bond yields are just too attractive to ignore.00:09 Introduction and markets wrap-up by Bernadette Anderko (Investment Writing)03:36 Our focus in the IT space by Mathieu Racheter (Head of Equity Strategy)05:39 Emerging markets bond yields: too attractive to ignore? By Dario Messi (Fixed Income Research)08:49 Closing remarks by Bernadette Anderko (Investment Writing)