S&W The Pulse

In this episode we’ll be talking about the Ides March and whether that will be a bad omen for stock markets.While a rise in longer-term bond yields has hurt parts of the market in the short-term, we believe any potential equity market vulnerability should be transitory: US interest rates are still low, economic recovery continues at pace and growth expectations are higher.  That said, the tug of war between stronger growth on one hand and higher rates on the other is likely to give rise to volatility. We discuss how we are approaching this in our portfolios, where the key risks lie and the outlook for financial markets over the next few months.  FOLLOW US:Twitter  @SmithWilliamsonLinkedIn @Smith&WilliamsonCREDITS:Hosts: Daniel Casali, Cherry ReynardProducer: Laura BurrowsGET IN TOUCH:Have any feedback? We're listening, email us at: podcast@smithandwilliamson.comCheck out our podcast episode library here: smithandwilliamson.com/thepulse/Want to find out more about Smith & Williamson, visit: smithandwil