Insight Talks

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they discuss:

• Why US equity markets have pulled back into correction territory
• The potential global economic implications of regional conflicts
• Whether earnings season has had an effect on equity markets
• If slower sales growth and interest rate cuts are the canary in the coal mine
• The take away from central banks’ recent announcements

This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they discuss:

• Interest rates and inflation

The Bank of England and the Federal Reserve have left interest rates unchanged. Are we at the peak of the interest rate hike cycle and what happens next?  

Will the rising oil prices result in higher inflation?

The reaction of equity markets - growth expectations are improving

The investment implications on equities, bonds and the alternatives sector

• UK net zero policy changes

The key changes to the UK net zero policy

The implications for businesses, such as car manufacturers

This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they explore:

• Contraction of corporate earnings and share price reactions
• Sector performance and the impact of Artificial Intelligence and tech on markets
• Interest rate hikes
• Easing of the labour market in the US and strong wage growth in the UK
• China’s recovery and developments

This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

Hear our experts discuss the market outlook for investors in our latest #podcast episode. Senior Investment Specialist, Tom Santa-Olalla, explores current market themes with our Chief Investment Officer, Robert Alster and Investment Officer, Isabel Albarran.

This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

Hear our experts discuss the market outlook for investors in our latest podcast episode. Senior Investment Specialist, Tom Santa-Olalla, explores current market themes with our Chief Investment Officer, Robert Alster and Investment Officer, Isabel Albarran.

This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they explore:

• Recent purchasing managers index readings and what they are telling us about the health of the economy
• Improved Chinese GDP
• The surprisingly high UK Inflation print
• Investment implications from an asset allocation perspective

This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they explore:

• What’s been happening in the banking sector recently
• The broader investment implications of recent volatility in banking stocks and bonds
• Further interest rate rises and what has caused the uptick in UK inflation

This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

Hear our experts discuss the market outlook for investors in our latest podcast episode. Senior Investment Specialist, Tom Santa-Olalla, explores current market themes with our Chief Investment Officer, Robert Alster and Investment Officer, Isabel Albarran.

This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

In this first episode we hear Head of Investment Specialists Tony Whincup quizzing Chief Investment Officer Robert Alster and Investment Officer Isabel Albarran on their predictions for 2023 and what investors can expect to see over the next 12 months…..

• Is a recession likely in the UK, Europe and the US?
• How will the ongoing cost of living crisis impact consumer behaviour in 2023?
• Are we starting to see the green shoots of recovery in the energy market?
• Will China’s re-opening boost global growth?

This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.