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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?

 

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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.