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Kevin Kidney, Head of Investments, and Senior Product Specialist, Michael Thomson, discuss Asset Risk Consultants and their role in providing independent and objective data in assessing portfolio performance.
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قسمت های دیگر در این پادکست
Kevin Kidney, Head of Investments, reflects on the rise in bond yields, as well as rising inflation and interest rates, against the backdrop of global equities and a strong outlook on global earnings.
George Bell, Investment Director, and Joe Forward, Investment Analyst, discuss the impact of US inflation on interest rate expectations, the health of the UK economy, and US corporate earnings, with a particular focus on AI companies.
Paul Durrans and Amanda Whitecross, Investment Directors, discuss the Federal Reserve’s decision to raise interest rates and the market reaction, as well as decision from the Bank of England, and the recent comments from AI leaders on safeguards and slowing the rate of development.
Amanda Whitecross, Investment Director, discusses the continuing volatility seen in bond markets, as well as the upcoming US Non-farm payrolls data, which will be critical in the Federal Reserve’s potential interest rate decision in October.
Kevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss an apparent upswing in US growth, as well as inflationary pressures which have validated the Federal Reserve’s interest rate hike decision. They also discuss why these conditions have been good for equity markets whic…
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