Growth Meets Higher Rates: What Markets Are Pricing Now
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How much are investors willing to pay for growth when the cost of money is rising?
In this episode of Markets & Meaning, Sean Ashton explores the changing relationship between higher interest rates, economic growth and equity valuations. He looks at why US Treasury yields have moved above 5%, whether this represents a normalisation of markets after years of low growth and low investment, and what higher yields mean for the role of bonds in a balanced portfolio.
Sean also examines the next phase of the AI investment cycle, as the focus shifts from infrastructure and data centres towards AI agents that can act on behalf of consumers. Using Meta's new Muse product as a case study, he considers how these technologies could challenge business models built around consumer inertia and friction.
In this episode of Markets & Meaning, Sean Ashton explores the changing relationship between higher interest rates, economic growth and equity valuations. He looks at why US Treasury yields have moved above 5%, whether this represents a normalisation of markets after years of low growth and low investment, and what higher yields mean for the role of bonds in a balanced portfolio.
Sean also examines the next phase of the AI investment cycle, as the focus shifts from infrastructure and data centres towards AI agents that can act on behalf of consumers. Using Meta's new Muse product as a case study, he considers how these technologies could challenge business models built around consumer inertia and friction.
