Asymmetric

Here are the links to the articles referenced in my discussion with Heeten Doshi, Founder of Doshi Capital Management:1) Where have all the workers gone? | LinkedIn2) https://www.cnbc.com/amp/2022/04/01/us-bonds-treasury-yields-invert-stoking-recession-fears.html3) https://www.investmentweek.co.uk/news/4047638/bond-market-hangover-investors-ignore-noise4) https://www.bloomberg.com/news/articles/2022-03-31/goldman-s-oppenheimer-sees-u-s-stock-rally-running-out-of-steam5) Markets Analysis: Morgan Stanley's Wilson Says Bear Market Rally Is Now Over - Bloomberg

Lot's of interesting insights from Alyx Wood on UK equities, including Kernow's own version of Desert Island Discs!For reference, here is the link to the Schroders research piece I refer to on why UK equities are attractive both from a value perspective and a free cash flow perspective: https://www.schroders.com/en/uk/adviser/insights/markets/qa-are-investors-right-to-have-jitters-about-uk-shares/

In this latest episode, Alison Graham and I discuss the fast-evolving carbon marketplace. From carbon allowances to carbon offsets, the supply/demand drivers are presenting compelling opportunities for investors. In light of the current energy crisis in Europe, and the commitment that global corporates have to becoming net zero, there are short-term and long-term factors at play.Here are links to a couple of the news articles I reference during our discussion:https://www.bloomberg.com/news/articles/2022-02-02/europe-s-carbon-price-surges-above-90-euros-to-record-highhttps://www.bloomberg.com/news/features/2022-01-31/europe-s-nuclear-power-plants-are-disappearing-just-as-energy-crisis-hits-hard