Markets Happy Hour Podcast July 9, 2026 - Deja-Vu All Over Again

In this second podcast of the week we are joined by Adam Berger, Multi-Asset Strategist at Wellington. Our conversation reflects on the fact that many of the current news items seem very like "deja-vu" - the tensions in the Strait of Hormuz, the spike in the oil price, the return of the heat wave. We cycle through our usual five topics and reveal some surprising points of view on inflation, as well as the risks in equity markets. The views expressed are those of the speaker(s) and are subject to change. Other teams may hold different views and make different investment decisions. For professional/institutional investors only. Your capital may be at risk.