In this episode, Ian and Robert discuss:<ul><li>Recession: what does the recent robust set of economic data mean for our base case of a recession? </li><li>China: is more stimulus on the way given the economic weakness that we’ve seen in recent datasets? </li><li>Commodities: what is the outlook for commodities at the moment?</li></ul>

In this episode, Ian and Robert discuss:Recession: what does the recent robust set of economic data mean for our base case of a recession? China: is more stimulus on the way given the economic weakness that we’ve seen in recent datasets? Commodities: what is the outlook for commodities at the moment?

In this episode, Ian and Robert discuss:<ul><li>Recession: what does the recent robust set of economic data mean for our base case of a recession? </li><li>China: is more stimulus on the way given the economic weakness that we’ve seen in recent datasets? </li><li>Commodities: what is the outlook for commodities at the moment?</li></ul>

Recession, stimulus or slowdown? The outlooks for the US, China and commodities

Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world. 

Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. All information and opinions expressed during this podcast are subject to change without notice. Advice is given and services are supplied by Capital Generation Partners LLP and its affiliates (“CapGen”) on the basis of our terms and conditions of business, which are available upon request. No liability is accepted or responsibility assumed in respect of persons who are not clients of CapGen, unless expressly agreed in writing. 

This podcast does not constitute investment advice or an offer, contract or other solicitation to purchase any assets or investment solutions or a recommendation to buy or sell any particular asset, security, strategy or investment product. Nothing said during this webinar should be construed as an invitation or inducement to engage in investment activity. More information: https://www.capgenpartners.com/legal/privacy-notice

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Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world. Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. All information and opinions expressed during this podcast are subject to change without notice. Advice is given and services are supplied by Capital Generation Partners LLP and its affiliates (“CapGen”) on the basis of our terms and conditions of business, which are available upon request. No liability is accepted or responsibility assumed in respect of persons who are not clients of CapGen, unless expressly agreed in writing. This podcast does not constitute investment advice or an offer, contract or other solicitation to purchase any assets or investment solutions or a recommendation to buy or sell any particular asset, security, strategy or investment product. Nothing said during this webinar should be construed as an invitation or inducement to engage in investment activity. More information: https://www.capgenpartners.com/legal/privacy-notice

Talking Capital explores the big questions facing sophisticated, long-term investors. Join Ian Barnard and guests on a monthly basis, as they answer market and investment questions posed by our own clients, covering any asset class in any region of the world.&nbsp;

Capital Generation Partners LLP is authorised and regulated by the Financial Conduct Authority and is registered as an Investment Adviser by the US Securities and Exchange Commission. All information and opinions expressed during this podcast are subject to change without notice. Advice is given and services are supplied by Capital Generation Partners LLP and its affiliates (“CapGen”) on the basis of our terms and conditions of business, which are available upon request. No liability is accepted or responsibility assumed in respect of persons who are not clients of CapGen, unless expressly agreed in writing. 

This podcast does not constitute investment advice or an offer, contract or other solicitation to purchase any assets or investment solutions or a recommendation to buy or sell any particular asset, security, strategy or investment product. Nothing said during this webinar should be construed as an invitation or inducement to engage in investment activity. More information: https://www.capgenpartners.com/legal/privacy-notice

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Recession, stimulus or slowdown? The outlooks for the US, China and commodities

Recession, stimulus or slowdown? The outlooks for the US, China and commodities