Cam and Kirsten discuss how two of the world's major central banks, the ECB and US Federal Reserve, moderated the pace of their rate increases but punctured hopes that a 'pivot point' in their current tightening cycles is near. In Europe, four out of the five 'Frugal Five' markets have picked up allocation share in the average regional fund portfolio this year as the continent remains beset by issues that sap investor sentiment. Elsewhere, Sector Fund flows are painting a mixed picture of investors' appetite for risk and opportunity, and the hosts take a deeper dive into the Energy Sector by isolating flows into uranium & nuclear-dedicated funds
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