Equity markets are pricing in a new reality in which US interest rates will stay higher for longer and China will no longer be a growth engine for the global economy. This has implications for investors, as Dario Messi of Fixed Income Research explains: "The momentum for higher yields in the US has increased”.00:14 Introduction by Jonti Warris (Investment Writing)00:38 Markets wrap-up by Roman Canziani (Head of Investment Writing)06:19 Fixed income markets by Dario Messi (Fixed Income Research)10:27 Closing remarks by Jonti Warris (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player.