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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.
Ben Seager-Scott Published on 01 November 2019

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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.