The Tilney Investment Podcast – market fundamentals and politics
This edition of our podcast features Lucinda Johnson, an Investment Manager from our Birmingham office, and Ben Seager-Scott, Head of Multi-asset Funds from our London team. They talk about what market fundamentals are showing us, the fluctuations in the market and politics.
Written by Ben Seager-Scott
Published on 01 Nov 20191 minute read
Listen to the podcast now
The podcast is also available on all major podcast platforms including Apple Podcasts, Spotify and Google Podcasts. Simply search for “The Tilney Investment Podcast” or click the below buttons.
Highlights of this episode
00:57 – Market fluctuation themes
03:21 – What are the fundamentals of earnings expectations and business surveys showing us at the moment?
06:36 – The long-term uncertainty around the trade war and Brexit
08:24 – Ben’s current outlook for interest rates
10:43 – Having being burned before, should we be wary of optimism surrounding the global trade wars?
14:35 – Investment outlook due to Brexit
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 9999.
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