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The Tilney Investment Podcast – recovery outlook not as rosy as expected

This edition of the podcast features Tom Hawkins, an investment director from Tilney’s London office talking to Ben Seager-Scott, Head of Multi-asset Funds. They discuss the latest topical themes dominating our markets: Chinese regulatory crackdowns, concerns over an overheating economy and rising inflation.
Published on 04 August 2021

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Episode overview

1:05 A recap across the asset classes – emerging markets continued to fall, sterling is marginally up against the dollar, but most of the action was seen in commodities with big government bond moves.

4:56 Chinese regulatory crackdowns on businesses – how could they impact the confidence and growth prospects for Chinese investments within education, technology and food delivery?

11:48 The US posted strong GDP growth. When coupled with US CPI inflation, will the Federal Reserve have concerns for an overheating economy?

16:50 Threats of rising inflation – is there merit in maintaining the fixed income exposure in portfolios?


Get in touch

If you have any feedback about the podcast or ideas for future episodes, we would love to hear from you. You can get in touch by emailing podcast@tilney.co.uk or calling us on 020 7189 2400.