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The Evelyn Partners Investment PodcastEpisodes
Episodes of The Evelyn Partners Investment Podcast
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Global markets are broadening out now and as equity values rise this wealth is helping to generate economic stimulus in several ways, which we explore here.
Global economic growth has been resilient while inflation has been slowing. We look at the reasons for this and why central banks are under pressure to balance growth and inflation.
In 2024, voters will go to the polls in a record 77 countries. We explore how they will impact economies and stock markets. We also consider how supply chains and shipping routes are affected following Houthi attacks on shipping in the Red Sea.
Equities are set to outperform bonds, boosted by company sales growth and elevated profits. Bonds, meanwhile, should benefit from interest rate cuts, which could lead to higher bond prices. The Artificial Intelligence (AI) boom is expected to c
Despite global economic uncertainty, investors took comfort from an impressive set of company earnings in the third quarter of 2023. Gold has hit a high this month driven by an outbreak of optimism that US interest rates have now peaked. Equiti
In November’s episode of the Evelyn Partners Investment Podcast, Cherry Reynard and Daniel Casali look at the financial market implications of the conflict and the humanitarian crisis unfolding in the Middle East. The tragic loss of innocent, c
Until recently, inflation appeared to be in retreat. Central banks felt sufficiently confident to pause on interest rate hikes. However, a blip in the inflation figures has worried investors, who fear more US rate rises could emerge as a result
The services sector continues to drive growth in the global economy, despite rising interest rates. Spending on services is being driven by savings built up during the Covid era, and pent-up demand for areas such as travel and leisure activitie
The S&P 500 has just capped its longest winning streak in over a century, encouraged by better data on inflation, economic growth and corporate earnings. However, data remains volatile and it is possible that markets have moved too far too fast
With the S&P 500 up 20% since October 2022, another bull market has begun. To date, it has been led by a narrow group of technology companies, but there are signs it may broaden out in the months to come.This may create momentum for global sto
2023 has seen a surprising revival in the technology sector. This defied the grim predictions of some investors who saw rising interest rates marking an end to the decade-long dominance of technology stocks. The sector’s strength has partly bee
The gold price has been rising, reaching a record high at over $2,000 per ounce in April. This suggests markets see an imminent end to the rate rising cycle in the US and further falls in the Dollar. Buying from foreign central banks is also dr
Financial markets have been dominated by the fallout from the banking sector turmoil in March. The problems at Silicon Valley Bank and Credit Suisse were more a consequence of poor management than a broader fragility in the global banking syste
There has been encouraging data on the health of the global economy in recent weeks, with employment, inflation and consumer spending all giving cause for optimism. There is increasing confidence that a hard landing may be avoided, in spite of
Global economic data is delivering some mixed messages on the outlook for the year ahead. There are encouraging signs on inflation, with energy and food prices gradually falling. However, employment data remains buoyant and a shock jobs number
Better news on inflation has sent markets higher in the early weeks of 2023. The reopening of China has seen a strong performance from Asian markets, as the Government puts its zero-Covid strategy behind it. Easing supply chain bottlenecks and
There’s been a meaningful rally in equity markets since mid-October, fuelled by hopes that inflationary pressures are moderating. Resilient corporate earnings have also played a role in supporting markets. However, few believe stock markets hav
Financial markets have remained volatile over the past month. In some cases, notably the UK, there were clear reasons for concern. However, some stability has returned to UK gilts and equities since Rishi Sunak has taken the reins as Prime Mini
The Chancellor’s mini-budget has unleashed another round of volatility on the markets, with UK bond and currency markets in the eye of the storm. However, after a U-turn on the more controversial elements of the fiscal package and intervention
Following Fed Chair Powell’s hawkish speech at Jackson Hole at the end of August, a Fed “pivot” away from their plans to raise interest rates is unlikely for the rest of 2022. The US economy appears to be overheating – inflation is at multideca
Central banks were as good as their word in July, with significant rate hikes from the Federal Reserve and Bank of England. In seeking to tackle persistent and rising inflation, policymakers have been forced to look through worsening economic d
In July's episode of The Evelyn Partners Investment Podcast Cherry Reynard chats to Daniel Casali, Chief Investment Strategist, about an unsettled period in UK politics and asks whether, after a choppy six months, investors can look forward to
Stock markets were volatile ahead of the Federal Reserve’s decision on interest rates. The 75bps rise was higher than expectations but sent a clear signal that the central bank would put tackling inflation ahead of economic growth.However, hig
In May’s episode of the Tilney Investment Podcast Cherry Reynard chats to Ben Seager-Scott, Head of Multi-asset Funds, and Daniel Casali, Chief Investment Strategist about bond yields, inflation and opportunities for investors.For more informa
April’s episode of the Tilney Investment Podcast features Cherry Reynard in conversation with Ben Seager-Scott, Head of Multi-asset Funds, and Daniel Casali, Chief Investment Strategist. They discuss market volatility, inflation and the outlook
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