We begin with trading updates from retailers and update investors on all they need to know about Next (NXT), M&S (MKS) and Greggs (GRG). There is considerable pressure across the board due to higher national insurance contributions, rising wages and uncertain consumer sentiment. Michael Fahy, Mark Robinson and Alex Newman weigh in.
Mark Robinson talks all things risk management, the topic of our latest Big Read. Mark touches on the golden rules to follow, how to protect a portfolio and more.
Next up is bond yields, a hot topic given the market turmoil, and the team discuss what’s happening and whether bonds can still be considered a diversifier away from stocks.
Timestamps
1:21 Retailers
18:02 Risk management
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