Financial markets are currently dominated by fears of recession and the ongoing US-China trade quarrels, as well as by geopolitical tensions and general uncertainty. As a result, stock markets are sliding and bond yields are racing to the bottom. What should investors do in such a market environment? And is the situation really as bad as presented in the news flow? Our Chief Investment Officer and Head of Research assess the situation. The audio file of their conversation can be found in the ‘downloads’ section below.