Ireland 
USA The Tilney Investment Podcast - August 2021
The Tilney Investment Podcast – recovery outlook not as rosy as expected
Listen to the podcast now
The podcast is also available on all major podcast platforms including Apple Podcasts, Spotify and Google Podcasts. Simply search for “The Tilney Investment Podcast” or click the below links.
Episode overview
1:05 A recap across the asset classes – emerging markets continued to fall, sterling is marginally up against the dollar, but most of the action was seen in commodities with big government bond moves.
4:56 Chinese regulatory crackdowns on businesses – how could they impact the confidence and growth prospects for Chinese investments within education, technology and food delivery?
11:48 The US posted strong GDP growth. When coupled with US CPI inflation, will the Federal Reserve have concerns for an overheating economy?
16:50 Threats of rising inflation – is there merit in maintaining the fixed income exposure in portfolios?
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.
Disclaimer
This article was previously published on Tilney prior to the launch of Evelyn Partners.
