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Highlights of this episode
01:00 A recap of how the markets performed in June and the reasons for this, including improved sentiment and strong performance from global equities.
04:25 Why what happens in China has such a strong impact on the rest of the global economy, and how changes to Chinese fiscal stimulus could affect the rest of the world.
07:30 Are the economic fundamentals still supportive of equities as we enter the second half of 2019, and what are the main risks over the next six months?
11:00 The impact that the current market environment is having on other assets such as bonds and gold, and why there are separate risks to consider for these assets that are considered to be ‘safe havens’.
13:25 Have there been any significant changes to our investment outlook since the start of the year?
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 firstname.lastname@example.org or calling us on 020 7189 9999.
This article was previously published on Tilney prior to the launch of Evelyn Partners.