Podcast: Tilney Investment Podcast - Sept 2021

The Tilney Investment Podcast – a month of sentiment effects and volatile markets

Published: 03 Sept 2021 Updated: 13 Jun 2022

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Episode overview

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?

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 2400.


This article was previously published on Tilney prior to the launch of Evelyn Partners.