The Tilney Investment Podcast – markets take a battering

This edition of the podcast features Victoria Newlands, an Investment Adviser from Tilney’s London office, talking to Ben Seager-Scott, Head of Multi-asset Funds. Tune in as they discuss a range of contributing factors to the battering of markets including: the end of furlough schemes and business continuity loans, a surge in energy prices, the US debt ceiling and China’s bubbling Evergrande issues.

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Episode overview

01:17 Markets take a battering: not a great month broadly, both equities and bonds fell together. We’ve seen a range of contributing factors: a withdrawal of stimulus support, the end of furlough schemes and business continuity loans, a surge in energy prices, political and fiscal tensions, and China’s bubbling Evergrande issue.

05:48: The Evergrande debacle: why is it causing such a concern among markets? Ben discusses how debt default risks impact market sentiment.

11:13 The US debt ceiling: the expectation is that there will be a solution to the ongoing issue, and a lot of it will come down to the negotiations. Although extraordinarily unlikely, there’s a risk that an agreement may not be made and the US Government could default on its debt. But the US Government and Treasury are universally seen as a safe haven, and this scenario is almost inconceivable. Will politicians come to an agreement?

16:04 Tilney’s outlook on asset classes and regions: are equities still a positive place to be? Is it worth taking a longer-term view? Can gold still act as a buffer in portfolios if inflation starts to pick up? Ben discusses the key factors Tilney is looking out for.

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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 or calling us on 020 7189 2400.

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