Insight Talks

Monthly Update Podcast: September 2023


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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.

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Insight TalksBy TrinityBridge