The Tilney Investment Podcast – Yield curves, Central banks and trade wars

This edition of our podcast features James von Simson, Investment Director with Ben Seager-Scott, Head of Multi-asset Funds. They discuss yield curve inversions, US interest rates, the challenges of portfolio positioning, and the chances of a UK election and No Deal Brexit.

Written by Ben Seager-Scott

Published on 02 Sep 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.

Listen on Apple Podcasts

Listen on Spotify

Highlights of this episode

0:52 – The risk-off market in August and what this means for equities, Government bonds, currencies and commodities

3:40 – What is a yield curve inversion and why has this happened?

10:50 – The Federal Reserve’s decision to cut interest rates and why this hasn’t reassured the markets

13:10 – How the US/China trade war is impacting markets and currencies, and why its effects could soon extend from businesses to individual consumers

16:40 – What are the chances of a change of government in the UK, and does this affect the likelihood of a No Deal Brexit?

19:20 – Falling Italian government bond yields and what this means for the Italian government

21:30 – The challenges for portfolio positioning in these times of extraordinary monetary policy, and why it’s so difficult to achieve a real return from risk-free assets in the current market environment

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.