Equity markets have spent the last month moving in a relatively narrow range. There seem to be multiple headwinds.

Even before the regional banking crisis in the US, higher interest rates have curbed the demand for credit, while core inflation remains stubbornly high. And the US debt ceiling stand-off has added a political dimension to investor uncertainty.

And yet, investors do expect a last minute resolution to the debt ceiling negotiations, while China’s reopening and the rally in the tech sector have supported sentiment. Against this mixed backdrop, we discuss the outlook for markets and highlight adjustments to our asset allocation model.

Presented by Alex Burn CFA, Investment Oversight Lead and Thomas Vogl CFA, FRM, Senior Investment Analyst. Hosted by James Duckworth, Investment Writer.

This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas"). Architas is a company registered in England No. 02638607, registered office: 20 Gracechurch Street, London, EC3V 0BG. These materials are not intended for audiences in the United States of America.

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