Interest rate uncertainty has gripped the markets, after US jobs and inflation data beat expectations. A sharp rise in US Treasury bond yields has lowered the attractions of more highly valued equities.

Corporate growth forecasts in some major markets appear modest, whereas prospects for Japanese equities look relatively favourable. We take stock of the outlook for financial markets as risk appetite falls.

Presented by Seamus Lyons CFA, Senior Investment Manager and Alex Burn CFA, Investment Manager. Hosted by Lorna Denny, Investment Specialist.