Frank and Nigel unpack the sharp correction in AI-linked memory stocks, why South Korea's market has fallen heavily from its highs, and what a resilient US earnings season means for portfolio positioning. They dig into the US Fed's decision to hold rates, why the bond market reacted sharply to comments from new chair Kevin Warsh, and what it signals about control over the inflation story. Plus, Frank breaks down how ASB weighs transition and physical climate risk in portfolios, prompted by the wildfires across Western Europe.
What is ASB Investment Podcast?
A show that brings you the latest market updates and insights to help you make smart investment decisions.