In this week’s roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about Chancellor Rachel Reeves's tearful appearance in the House of Commons and how that spurred a UK market selloff amid speculation about her future. They also discuss The Times report that AstraZeneca, one of the London market’s top stocks, is thinking of upping sticks and moving to America, and the trend of private equity firms accumulating a record inventory of portfolio companies.
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https://mailchi.mp/verdadcap/2024-private-equity-fundamentals?e=0e6992a317:

The Portfolio Reset: Episode 1
21:39

Why the Commodity Bull Market Is Just Beginning
49:14

Markets Wrap: Bond Market Turmoil, Inheritance Tax and AI risks
26:10