Insight Talks

In this episode our hosts James, Isabel and Robert explore what made March such a bumper period for central bank activity in the US, Europe and the UK. They also take a close look at the after effects of the Bank of Japan’s recent rate hike and what this might mean for markets.
 
The team turn their attention to global equity markets and the strengthening we’ve seen in certain asset classes. They discuss recently buoyed equity indices, potential reasons for record high gold prices and Bitcoin’s notable price appreciation in recent weeks.
 
Finally, our experts focus in on two US tech companies that have been in the headlines for distinctly opposite reasons this month, Apple and Intel. 
 
This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com – and features James Tulloch, Senior Investment Specialist, in conversation with Robert Alster, Chief Investment Officer and Isabel Albarran, Investment Officer.
 
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.

Creators and Guests

Host
Isabel Albarran
Isabel has worked in asset management for over ten years, and covers economic analysis and asset allocation at Close Brothers Asset Management. I
Host
James Tulloch
James joined the company as an Investment Specialist in April 2019, providing regulated investment advice across our investment propositions.
Host
Robert Alster
Robert has leadership responsibility for the investment teams providing services and support to our investment professionals, including: all security research, performance, risk and governance as well as investment policy and asset allocation.

What is Insight Talks?

Our in-house experts share our views on the current market conditions facing investors. Brought to you by TrinityBridge.