The Tilney Investment Podcast – the fundamentals are positive
Highlights of this episode.
03:48 Ahead of this week’s meetings: the Fed is expected to taper the asset purchasing programme. What are the possible outcomes for interest rates at the Bank of England Monetary Policy Committee meeting?
10:57 Why are rates set to rise so much earlier than expected? The major contributor is inflation but that’s not the only factor…
14:53 Should we avoid core Government bonds? Are equities facing headwinds when looking at valuations?
18:36 COP26 summit: sustainable investments are becoming more mainstream, but do investors have to choose between their ethics and potential investment growth, or can you have both?
The Tilney Investment Podcast – a month of sentiment effects and volatile markets
Highlights of this episode
1:20 A brief recap of recent market movements – equities are climbing, emerging markets are a little rockier, and both commodities and bond yields dipped and rose again around the time of the Jackson Hole Symposium. Overall, a volatile market reacting to relatively small data points.
5:35 Although the Federal Reserve has been comfortable with the run-hot strategy for inflation, should the tapering of the asset purchase programme start, how will this impact it? Will Chair Powell’s recent statements mark a change of view?
15:30 Keeping a close eye on inflation – the team are watching for a broadening of sectors driving inflation (not just those isolated to the effects of Covid), any slack in the economy, unemployment dropping to very low levels or money supplies continuing to increase.
17:00 The US debt ceiling is back in focus – will this slow down any likely trillion-dollar infrastructure spending programme in the US?
19:35 Looking through the short-term noise – what is the view on asset allocation in the current markets, especially at a macro level?
The Tilney Investment Podcast – recovery outlook not as rosy as expected
Highlights of this episode
1:05 A recap across the asset classes – emerging markets continued to fall, sterling is marginally up against the dollar, but most of the action was seen in commodities with big government bond moves.
4:56 Chinese regulatory crackdowns on businesses – how could they impact the confidence and growth prospects for Chinese investments within education, technology and food delivery?
11:48 The US posted strong GDP growth. When coupled with US CPI inflation, will the Federal Reserve have concerns for an overheating economy?
16:50 Threats of rising inflation – is there merit in maintaining the fixed income exposure in portfolios?
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Infinity and Tilney hosted a Q&A session which is a follow-up to our webinar held on 15th July to establish what you should do to your portfolio in order to adapt to the current investment landscape.
We are pleased to enclose some content we think may be of interest.
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As many economies are starting to negotiate their way tentatively back to normal life, US and global 2021 real GDP growth is expected to grow at its fastest rate for decades. Hopes of a swift economic recovery have bolstered the markets with the S&P 500 hitting a record intraday high on 10th June. However, the big fear haunting investors is high inflation and the fear seems justified with US inflation hitting its highest rate for 13 years in April 2021. What are the implications of higher inflation on the economy and the markets?
In partnership with Tilney, Infinity hosted a webinar to provide a better understanding of the current investment landscape and learn how you can best protect your investments.
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Infinity and SMATS Group hosted an exclusive webinar to share the financial issues faced by Australian expats living abroad. Several topics and questions were answered including investing in property, paying down mortgages and discussing top tax tips!