The Tilney Investment Podcast – 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.

Published on 03 Nov 20211 minute read

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Episode overview

01:09 Market update: the fundamentals are positive and it was another optimistic month for equity markets.

03:48 Ahead of this week’s meetings: the Fed is expected to taper the asset purchasing programme. What are the possible outcomes for interest rates at the Bank of England Monetary Policy Committee meeting?

10:57 Why are rates set to rise so much earlier than expected? The major contributor is inflation but that’s not the only factor…

14:53 Should we avoid core Government bonds? Are equities facing headwinds when looking at valuations?

18:36 COP26 summit: sustainable investments are becoming more mainstream, but do investors have to choose between their ethics and potential investment growth, or can you have both?

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 podcast@tilney.co.uk or calling us on 020 7189 2400.