Man Group Deputy CEO: You Need to Believe the Fed

The transcript discusses the impact of dollar strength on global markets, particularly the UK, and the responses by central banks like the Bank of England and the Federal Reserve. It covers the use of quantitative easing (QE) to stabilize markets, the tension between raising rates and using QE, and the implications for equities, credit, and the broader economy. Investment strategies in volatile markets and the potential effects of interest rate changes are also explored.

Discuss the tension between raising rates and implementing quantitative easing.

What challenges do equities face in the current economic environment?

How might capital flows into bonds impact the equity market?