In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek, about the latest UK inflation figures, whether there's trouble on the horizon for the bond market and what lessons investors can learn from Australian pension funds. 

In this week's roundup, Merryn Somerset Webb, speaks with Money Distilled newsletter author John Stepek, about the latest UK inflation figures, whether there's trouble on the horizon for the bond market and what lessons investors can learn from Australian pension funds.&nbsp;

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

A Lesson Learnt from Australian Pension Funds 

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In this week’s Markets Wrap, Merryn Somerset Webb and John Stepek discuss the financial fallout from the scandal surrounding Nvidia CEO Jensen Huang, what it means for Nvidia investors and the
wider AI trade, and why even passive investors could be exposed. Plus, they look at the worsening state of the UK housing market, the pressure from higher interest rates and what falling house
prices could mean for household wealth and the Bank of Mum and Dad.

In this week&rsquo;s Markets Wrap, Merryn Somerset Webb and John Stepek discuss the financial fallout from the scandal surrounding Nvidia CEO Jensen Huang, what it means for Nvidia investors and the wider AI trade, and why even passive investors could be exposed. Plus, they look at the worsening state of the UK housing market, the pressure from higher interest rates and what falling house prices could mean for household wealth and the Bank of Mum and Dad.

 The Nvidia Shock and Britain’s Housing Problem

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7437739b-3361-49fd-ac1a-b500012a6cc9/transcript

Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfolio managers Vera German and Juan Torres about where they’re finding value away from the crowded trade — from China and Brazil to Mexico, Kenya and Uzbekistan — and why they think some of the best opportunities are hiding far from the index.

Emerging markets have had a strong year, but much of that performance has been driven by a handful of AI-linked stocks. Merryn Somerset Webb speaks with Neuberger portfolio managers Vera German and Juan Torres about where they&rsquo;re finding value away from the crowded trade &mdash; from China and Brazil to Mexico, Kenya and Uzbekistan &mdash; and why they think some of the best opportunities are hiding far from the index.

The Emerging Markets Everyone Else Is Missing 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/beb69ffd-498c-44cf-a6d0-b4fc0176f993/transcript

In this episode of Markets Wrap, Merryn Somerset Webb and John Stepek discuss the Bank of England’s latest rate hike, a record high for the FTSE 250 and the shrinking UK small-cap market. Plus, they look at the fallout from the US midterms and what it could mean for AI, data centres and markets.

In this episode of Markets Wrap, Merryn Somerset Webb and John Stepek discuss the Bank of England&rsquo;s latest rate hike, a record high for the FTSE 250 and the shrinking UK small-cap market.&nbsp;Plus, they look at the fallout from the US midterms and what it could mean for AI, data centres and markets.

Bad News Is Good News — Until It Isn’t

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/42a76c61-4164-4608-b5d7-b4f9012307dc/transcript

A Lesson Learnt from Australian Pension Funds

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