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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.