# #69 Goldilocks or false dawn?

Page: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/69-goldilocks-or-false-dawn
Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/69-goldilocks-or-false-dawn.md
Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967)
Published: 2026-02-27T14:08:46+00:00
Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/69
Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69a00004d15b2c2a1286143e/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/69-goldilocks-or-false-dawn
Duration seconds: 995

## Resource

After a year in which tariffs failed to ignite inflation and both bonds and equities surprised on the upside, investors are reassessing the outlook. With global growth resilient, inflation cooling and the dollar gradually weakening, David Knee explains why the “Goldilocks” backdrop still supports risk assets. The real challenge for 2026 may not be that conditions are perfect but recognising that – for now – they’re good enough. Hosted on Acast. See acast.com/privacy for more information.

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## Transcript

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