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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
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 9999.
Disclaimer
This article was previously published on Tilney prior to the launch of Evelyn Partners.