The Tilney Investment Podcast - August 2021

The Tilney Investment Podcast – recovery outlook not as rosy as expected

Published: 04 Aug 2021 Updated: 13 Jun 2022

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Episode overview

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