The Tilney Investment Podcast – roadmap: the economic impact of reopening

This edition of our podcast features Jonathan Cowan, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the recent events affecting markets as we navigate the latest phase of the pandemic crisis

Published on 10 Mar 20211 minute read

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Highlights of this episode

01:35 – Ben’s stock-market roundup

04:04 – Why are US Treasuries the key theme of the moment?

07:40 – Medium-term inflation might be more elevated than we’ve seen in the past, says Ben

11:17 – Ben explains how the roadmap to reopen activities is likely to affect the economy

16:28 – US labour market: there are reasons to be positive, according to Ben

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.