Podcast: Tilney Investment Podcast - Oct 2021

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Episode overview

01:17 Markets take a battering: not a great month broadly, both equities and bonds fell together. We’ve seen a range of contributing factors: a withdrawal of stimulus support, the end of furlough schemes and business continuity loans, a surge in energy prices, political and fiscal tensions, and China’s bubbling Evergrande issue.

05:48: The Evergrande debacle: why is it causing such a concern among markets? Ben discusses how debt default risks impact market sentiment.

11:13 The US debt ceiling: the expectation is that there will be a solution to the ongoing issue, and a lot of it will come down to the negotiations. Although extraordinarily unlikely, there’s a risk that an agreement may not be made and the US Government could default on its debt. But the US Government and Treasury are universally seen as a safe haven, and this scenario is almost inconceivable. Will politicians come to an agreement?

16:04 Tilney’s outlook on asset classes and regions: are equities still a positive place to be? Is it worth taking a longer-term view? Can gold still act as a buffer in portfolios if inflation starts to pick up? Ben discusses the key factors Tilney is looking out for.

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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.