On the 11th episode of The Finimize Podcast, Eddie Donmez chats with Hugh Gimber, executive director and global markets strategist at JPMorgan Asset Management.
They discussed the latest 0.25-percentage-point interest rate hike from the Bank of England (BoE), why the central bank is “outside the herd”, and the big unknown for the BoE. They also sized up the vulnerabilities (or lack thereof) in UK banks, opportunities in the country’s stocks, growth versus value investing, and why bonds are very much back in vogue.
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