Why the cost of capital is the new market story

Podcast: The Living Market Podcast · IG Wealth Management

Opublikowano: 2026-10-01

Long-term bond yields have surged to levels not seen in years, and they're reshaping the investment landscape. Pierre-Benoît Gauthier, Vice-President, Investment Strategy at IG Wealth Management, explains why rising yields are becoming the market's most important variable, how a correction beneath the surface of major indices is creating opportunities, and why strong earnings continue to do the heavy lifting for stocks.