U.S Equities: Credit Continues to Outperform

This podcast episode explores the effect of rising government bond yields on global markets, industry, and the credit market. The outperformance of the US economy compared to the underperformance of China, combined with high real yields, triggers a discussion on the potential impact on assets. Alternative forms of capital and corporate responses to higher borrowing costs are also examined, revealing a dynamic market landscape shaped by evolving economic conditions.