The Tilney Investment Podcast – 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.

Published on 02 Jul 20211 minute read

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Episode overview

2:53 An overview of the characteristics we've seen in the markets – will the stay-at-home trades of Amazon and Netflix continue to thrive, or are the unloved names of energy and finance making a comeback?

7:53 The reopening of economies and the recovery reflation trade – commodities really sum up the reflation trade as some ‘safe haven’ characteristics become less attractive, yet oil is up 45% for the year so far

8:19 Update on the closely watched Fed meeting – this time a much more balanced rhetoric with signals inflation won’t be allowed to run out of control

13:58 Will the Bank of England follow a similar pattern and copy the steer of the Fed?

16:40 Looking forward to what’s in store – as economic recovery comes through and inflation picks up, is there a change in the messaging towards a kick-start for the recovery?

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.