The Tilney Investment Podcast: with bond yields rising, what is the impact?

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.

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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.

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Episode overview

  • Investors who gravitated to stock markets because of dipping bond yields now have more options, particularly as inflation is nearing its peak
  • But the outlook for inflation is still uncertain. There is increasing value in stock markets but continuing volatility is likely
  • Recessionary pressures are increasing as economic growth is dropping in the UK, Europe and the US
  • Opportunities do still exist for investors but a focus on those sectors and companies that can thrive in a tougher times is important

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.

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