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01:26 – Market update
April offered a welcomed stabilisation of government bond yields.
04:29 – Current company valuations overview
Due to an unusual Q4 last year and Q1 this year, the numbers themselves are less relevant than the aggregate direction – but can it be maintained?
10:50 – Global recovery – where we are
Are we ready to withdraw stimuli in the face of economic strength?
16:30 – Outlook for the US economy
Is there a chance the US could overheat?
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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 email@example.com or calling us on 020 7189 2400.
This article was previously published on Tilney prior to the launch of Evelyn Partners.