From six to two cuts… or even none. US rate cut expectations during 2024 have collapsed. Markets may now need to accept bigger swings in market sentiment.

Where does that leave investors heading into summer? Should investors revisit Europe, buoyed by growing expectations the ECB will cut before the Fed? We examine the case for this region, as well as other themes that have caught the attention of our portfolio managers.

Presented by Alex Burn CFA, Investment Manager and Jacopo Tassara, Portfolio Manager. Hosted by James Duckworth, Investment Writer.