The Tilney Investment Podcast – Yield curves, Central banks and trade wars

The Tilney Investment Podcast – Yield curves, Central banks and trade wars

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Ben Seager-Scott
Published: 02 Sept 2019 Updated: 13 Jun 2022

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Highlights of this episode

0:52 – The risk-off market in August and what this means for equities, Government bonds, currencies and commodities

3:40 – What is a yield curve inversion and why has this happened?

10:50 – The Federal Reserve’s decision to cut interest rates and why this hasn’t reassured the markets

13:10 – How the US/China trade war is impacting markets and currencies, and why its effects could soon extend from businesses to individual consumers

16:40 – What are the chances of a change of government in the UK, and does this affect the likelihood of a No Deal Brexit?

19:20 – Falling Italian government bond yields and what this means for the Italian government

21:30 – The challenges for portfolio positioning in these times of extraordinary monetary policy, and why it’s so difficult to achieve a real return from risk-free assets in the current market environment

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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 9999.

Disclaimer

This article was previously published on Tilney prior to the launch of Evelyn Partners.