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:

  • 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.

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
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.
Host
Tom Santa Olalla

What is Insight Talks?

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