Navigating record highs: the Q4 outlook

Global equities rallied to new highs in the third quarter, powered by strong economic and corporate earnings growth – particularly in the US and Europe. Unusually, this has coincided with a sharp fall in bond yields, with the US 10-year dropping as low as 1.2 per cent and US high-yield bonds now trading at around 4.4 per cent. Our panel discusses how investors can best position themselves to navigate this landscape.