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2:53 An overview of the characteristics we've seen in the markets – will the stay-at-home trades of Amazon and Netflix continue to thrive, or are the unloved names of energy and finance making a comeback?
7:53 The reopening of economies and the recovery reflation trade – commodities really sum up the reflation trade as some ‘safe haven’ characteristics become less attractive, yet oil is up 45% for the year so far
8:19 Update on the closely watched Fed meeting – this time a much more balanced rhetoric with signals inflation won’t be allowed to run out of control
13:58 Will the Bank of England follow a similar pattern and copy the steer of the Fed?
16:40 Looking forward to what’s in store – as economic recovery comes through and inflation picks up, is there a change in the messaging towards a kick-start for the recovery?
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This article was previously published on Tilney prior to the launch of Evelyn Partners.