The Evelyn Partners Investment Podcast

Will a rise in uncertainty persist?

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.

The fundamentals are positive

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.

Markets take a battering

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.

A month of sentiment effects and volatile markets

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.

Recovery outlook not as rosy as expected

This edition of the podcast features Tom Hawkins, an investment director from Tilney’s London office talking to Ben Seager-Scott, Head of Multi-asset Funds. They discuss the latest topical themes dominating our markets: Chinese regulatory crackdowns, concerns over an overheating economy and rising inflation.

Are we moving beyond the keeping calm phase?

This edition of the podcast features Lucinda Johnson, an investment director from Tilney’s Birmingham office talking to Ben Seager-Scott, Head of Multi-asset Funds. At the halfway point, they look back at the first six months of 2021, discussing the latest Federal Reserve (Fed) meeting, inflation and markets.

Could increasing prices persist as businesses catch up?

James von Simson, a director within London’s Tilney office, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds, discuss growth, the latest market trends, and inflation. There’s been a lot around inflation at present, particularly around the backward-looking numbers, in both the press and news, and how they interplay with the forward-looking story. These numbers need to be distinguished, but are there short-term distortions affecting them? Has inflation peaked in May? Could the Covid-19 restrictions be covering the effects of Brexit? Is Europe’s strong performance a potential foreshadowing of a stronger UK market?

Upbeat markets: are valuations too expensive?

This edition of our podcast features and Debbie Hair, a senior investment manager, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the latest market trends as the euro strengthens and confidence returns, but could fiscal stimuluses be the gamechangers for the US markets running hot?

How could ‘aggressive spending’ impact the global economy?

This edition of our podcast features Lewis Cohen, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss equity markets, monetary and fiscal policies and their impact on the global economy.

Roadmap: the economic impact of reopening

This edition of our podcast features Jonathan Cowan, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the recent events affecting markets as we navigate the latest phase of the pandemic crisis.