Rockhold: Soft landing, hard landing, crash landing?

In this episode of the Rockhold Podcast we ask whether inflation has peaked in US and what’s the prognosis for UK? US rates reached neutral according the Federal Reserve – are there more hikes to come and what about US dollar strength? Treasury yields have been trending lower again – what are the risks? Soft landing, hard landing or crash landing?  Favoured investment themes?  Changes to portfolios?

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