This edition of the podcast features Victoria Newlands, an Investment Adviser from Tilney’s London office, talking to Ben Seager-Scott, Head of Multi-asset Funds. Tune in as they discuss a range of contributing factors to the battering of markets including: the end of furlough schemes and business continuity loans, a surge in energy prices, the US debt ceiling and China’s bubbling Evergrande issues.

Tilney Investment Podcast

Markets take a battering

In this September episode, Robin Adamson, Director of Investment Management from Tilney’s Glasgow office, talks to Ben Seager-Scott, Head of Multi-asset Funds.  They discuss how August is typically a month of sentiment effects, including the Jackson Hole Symposium, inflation and the US debt ceiling.

A month of sentiment effects and volatile markets

This edition of the podcast features Tom Hawkins, an investment director from Tilney’s London office talking to Ben Seager-Scott, Head of Multi-asset Funds. They discuss the latest topical themes dominating our markets: Chinese regulatory crackdowns, concerns over an overheating economy and rising inflation.

Recovery outlook not as rosy as expected

This edition of the podcast features Lucinda Johnson, an investment director from Tilney’s Birmingham office talking to Ben Seager-Scott, Head of Multi-asset Funds. At the halfway point, they look back at the first six months of 2021, discussing the latest Federal Reserve (Fed) meeting, inflation and markets.

Are we moving beyond the keeping calm phase?

James von Simson, a director within London’s Tilney office, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds, discuss growth, the latest market trends, and inflation. There’s been a lot around inflation at present, particularly around the backward-looking numbers, in both the press and news, and how they interplay with the forward-looking story. These numbers need to be distinguished, but are there short-term distortions affecting them? Has inflation peaked in May? Could the Covid-19 restrictions be covering the effects of Brexit? Is Europe’s strong performance a potential foreshadowing of a stronger UK market?

Could increasing prices persist as businesses catch up?

This edition of our podcast features and Debbie Hair, a senior investment manager, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the latest market trends as the euro strengthens and confidence returns, but could fiscal stimuluses be the gamechangers for the US markets running hot?

Upbeat markets: are valuations too expensive?

This edition of our podcast features Lewis Cohen, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss equity markets, monetary and fiscal policies and their impact on the global economy.

How could ‘aggressive spending’ impact the global economy?

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.

Roadmap: the economic impact of reopening

This edition of our podcast features Caroline Connell, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the latest market news and the possibility of negative interest rates in the UK.

Is the Bank of England preparing for negative interest rates?

This edition of our podcast features Robin Adamson, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the challenges facing the global economy in 2021.

US politics, vaccine news, UK equities: here’s 2021 so far

This edition of our podcast features Sam Myers, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss Brexit, developments in the US since the elections and the progress that has been made with vaccines.

Covid-19 vaccines: what they mean for markets

This edition of our podcast features Sam Coppin, Director of the Investment Advisory Service, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss how US election results could affect the markets and the potential vaccine breakthrough in the fight against Covid-19.

US elections: the impact on markets

This edition of our podcast features Emma Sterland, a Financial Planning Partner, and Gareth Lewis, Tilney’s Head of Investment Strategy. They discuss what to do with cash in today’s challenging interest-rate environment.

Should you start investing right now?

This edition of our podcast features Victoria Newlands, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the latest political events and the outlook for the economy.

What’s behind the US equities sell-off?

This edition of our podcast features Caroline Connell, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They look at what has been happening in the markets and discuss the UK economic outlook.

UK GDP falls by over 20%: what’s the outlook for the economy?

Discover the latest news and updates from Tilney’s investment experts.

hubhopper

Tilney Investment Podcast

hubhopper