Markets Explained
What to watch as earnings season enters full swing
15:50
In this week’s podcast, Hugh is joined by special guest Jon Ingram, Head of the Unconstrained team within the International Equity Group. With mega-cap tech earnings having been met with disappointment by the market so far, Hugh and Jon unpack what investors most want to hear from company management on AI capex, as well as how France’s political volatility is impacting European stocks.