PA Podcast: Central bank feather bed and the return of financials

The theme of central bank repression of rates has been the dominant theme in markets for years, but Guy Monson, CIO at Sarasin & Partners believes this could be beginning to change.

PA Podcast: Central bank feather bed and the return of financials

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And, he says, if it does, it will let out a wider thematic culture and some tremendously exciting drivers.