June 21, 2022
Stock markets were volatile ahead of the Federal Reserve’s decision on interest rates. The 75bps rise was higher than expectations but sent a clear signal that the central bank would put tackling inflation ahead of economic growth.
However, higher rates make recession more likely. In this month’s podcast, Daniel Casali gives his verdict on whether the world’s largest economies are likely to see an economic downturn, while Ben Seager-Scott looks to make sense of febrile markets.
Increasingly, a lot of bad news is reflected in share prices and bond yields. Should this be grounds for optimism? Ben and Daniel give their verdict on the stock market and global economy for the second half of 2022.
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May 13, 2022
In May’s episode of the Tilney Investment Podcast Cherry Reynard chats to Ben Seager-Scott, Head of Multi-asset Funds, and Daniel Casali, Chief Investment Strategist about bond yields, inflation and opportunities for investors.
For more information on Evelyn Partners, please head to www.evelyn.com
April 22, 2022
April’s episode of the Tilney Investment Podcast features Cherry Reynard in conversation with Ben Seager-Scott, Head of Multi-asset Funds, and Daniel Casali, Chief Investment Strategist. They discuss market volatility, inflation and the outlook for the global economy and stock markets.
For more information on Evelyn Partners, please head to www.evelyn.com
March 1, 2022
In the March episode of the Tilney Investment Podcast, Chloe Stages, an associate investment director, joins Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. The conversation focuses on Russia’s invasion of Ukraine as well covering energy prices and the easing of Covid restrictions.
February 8, 2022
Charlie May, an investment director from Tilney’s London office, joins Ben Seager-Scott, our Head of Multi-asset Funds for our February episode of the Tilney Investment Podcast. They discuss the eventful first month of 2022, the outlook on global equities, interest-rate hikes, and rising tensions in Ukraine.
January 11, 2022
In January we’re looking back over 2021 and discussing the outlook for 2022. Listen to Sam Coppin, an investment director from Tilney’s London office, putting Ben Seager-Scott, our Head of Multi-asset Funds through his paces. They discuss inflation, quantitative tightening, asset classes in a rising interest-rate environment and more.
December 2, 2021
This edition of the podcast features Rohan Patel, an investment advisor from Tilney’s London office, talking to Ben Seager-Scott, Head of Multi-asset Funds. Tune in as they discuss the impacts of the Omicron Covid variant announcement, UK and US central bank’s policy, the outlook for oil and the recent US–China summit.
November 3, 2021
This edition of the podcast features Sam Myers, an investment director from Tilney’s Liverpool office, talking to Ben Seager-Scott, Head of Multi-asset Funds. Tune in as they discuss finances following the recent Budget, fundamental economic drivers, which currently appear quite robust, sustainable investing in light of COP26 and why rates look set to rise earlier than expected.
October 5, 2021
This edition of the podcast features Victoria Newlands, an Investment Adviser from Tilney’s London office, talking to Ben Seager-Scott, Head of Multi-asset Funds. Tune in as they discuss a range of contributing factors to the battering of markets including: the end of furlough schemes and business continuity loans, a surge in energy prices, the US debt ceiling and China’s bubbling Evergrande issues.
September 3, 2021
In this September episode, Robin Adamson, Director of Investment Management from Tilney’s Glasgow office, talks to Ben Seager-Scott, Head of Multi-asset Funds. They discuss how August is typically a month of sentiment effects, including the Jackson Hole Symposium, inflation and the US debt ceiling.