James von Simson, an investment director within London’s Tilney office, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds, discuss growth, the latest market trends and inflation. Did inflation peak in May? Could Covid-19 restrictions be covering the impact of Brexit? Is Europe’s strong performance a potential foreshadowing of a stronger UK market?
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1:40 – Inflation update
The key focus for the markets is inflation – what numbers and nuances are we looking at?
7:43 – Are markets too tightly wound as Covid continues?
How may numbers such as the US jobs report – arguably the biggest economic data point over the last month – impact investor expectations? Especially when markets are particularly sensitive to different data.
12:20 – Covid vs Brexit
Are Covid-19 restrictions covering the impacts of Brexit? Monetary stimulus will have to be withdrawn eventually so some of the dynamics around Brexit could shine through.
16:38 – European markets
After years of European markets underperforming, is their recent performance viewed as a catch up, or is it because Europe has better prospects looking forward? Does this foreshadow a stronger UK market performance?
19:33 – The million dollar question
The OECD increased their 2021 global growth expectations from 4.2% to 5.8%, citing vaccine roll out success around the world. What’s the impact on non-equity asset classes?
24:01 – Oil prices
What’s likely to happen with oil prices and the rise of activists within large companies?
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 The need for speed: faster vaccine rollout critical to stronger recovery, OECD, March 2021