The Tilney Investment Podcast – could increasing prices persist as businesses catch up?

James von Simson, an investment director within London’s Tilney office, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds, discuss growth, the latest market trends and inflation. Did inflation peak in May? Could Covid-19 restrictions be covering the impact of Brexit? Is Europe’s strong performance a potential foreshadowing of a stronger UK market?

Published on 07 Jun 20211 minute read

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Episode overview

1:40 – Inflation update
The key focus for the markets is inflation – what numbers and nuances are we looking at?

7:43 – Are markets too tightly wound as Covid continues?
How may numbers such as the US jobs report – arguably the biggest economic data point over the last month – impact investor expectations? Especially when markets are particularly sensitive to different data.

12:20 – Covid vs Brexit
Are Covid-19 restrictions covering the impacts of Brexit? Monetary stimulus will have to be withdrawn eventually so some of the dynamics around Brexit could shine through.

16:38 – European markets
After years of European markets underperforming, is their recent performance viewed as a catch up, or is it because Europe has better prospects looking forward? Does this foreshadow a stronger UK market performance?

19:33 – The million dollar question
The OECD increased their 2021 global growth expectations from 4.2% to 5.8%, citing vaccine roll out success around the world[1]. What’s the impact on non-equity asset classes?

24:01 – Oil prices
What’s likely to happen with oil prices and the rise of activists within large companies?

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.

Sources:

[1] The need for speed: faster vaccine rollout critical to stronger recovery, OECD, March 2021