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01.19 Looking back: energy did particularly well last year but in 2020 it was the worst performer – it got hammered. It’s volatile and highly cyclical.
03.00 There are a lot of Covid reasons to blame for emerging market performance in 2021 but, more generally, these markets are less able to deal with downturns. We see some emerging market headwinds remaining this year.
08.45 Aside from Covid, inflation is the ‘topic de jour’. Ben talks about it hanging in the 2-4% range in the medium term.
13.30 We hear about quantitative tightening, which Ben sees as coming sooner rather than later.
15.20 Sam and Ben discuss asset classes in an environment with rising interest rates and yields.
23.45 On other themes in 2022, Ben talks about a continued push into sustainable investing. With the tech industry needing an eye-watering amount of energy, he also highlights the tension between tech and sustainable.
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This article was previously published on www.tilney.co.uk prior to the launch of Evelyn Partners.