Episodes
Wednesday Aug 10, 2022
Clouds gather over the global economy
Wednesday Aug 10, 2022
Wednesday Aug 10, 2022
Central banks were as good as their word in July, with significant rate hikes from the Federal Reserve and Bank of England. In seeking to tackle persistent and rising inflation, policymakers have been forced to look through worsening economic data. The US is already in a technical recession after two quarters of negative growth and the Bank of England predicts that the UK’s economy will weaken significantly in the fourth quarter.
Financial markets have managed to shrug off the recent run of bad news. There are signs that investors may have started to anticipate some moderation in future rate rises as the economic data turns. However, central banks continue to show their resolve and, as yet, there is no apparent peak in inflation.
Europe has been in the eye of the storm on the global energy crisis and faces a series of risks in the months ahead. Should energy supplies fail, it could bring considerable pain for industry and consumers. How bad could it get for the Eurozone economy in the second half of the year?
Monday Jul 18, 2022
A turning point for the UK?
Monday Jul 18, 2022
Monday Jul 18, 2022
In July's episode of The Evelyn Partners Investment Podcast Cherry Reynard chats to Daniel Casali, Chief Investment Strategist, about an unsettled period in UK politics and asks whether, after a choppy six months, investors can look forward to a better second half of the year.
Tuesday Jun 21, 2022
Resolute Fed creates market jitters
Tuesday Jun 21, 2022
Tuesday Jun 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.
Friday May 13, 2022
With bond yields rising, what is the impact?
Friday May 13, 2022
Friday 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
Friday Apr 22, 2022
Volatile markets adjust to a new era
Friday Apr 22, 2022
Friday Apr 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
Tuesday Mar 01, 2022
War in Ukraine
Tuesday Mar 01, 2022
Tuesday Mar 01, 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.
Tuesday Feb 08, 2022
Interest-rate hikes and market volatility
Tuesday Feb 08, 2022
Tuesday Feb 08, 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.
Tuesday Jan 11, 2022
What’s in store for 2022?
Tuesday Jan 11, 2022
Tuesday Jan 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.
Thursday Dec 02, 2021
Will a rise in uncertainty persist?
Thursday Dec 02, 2021
Thursday Dec 02, 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.
Wednesday Nov 03, 2021
The fundamentals are positive
Wednesday Nov 03, 2021
Wednesday Nov 03, 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.