“The combination of mortgages rolling over, going onto a higher fixed rate, the combination of savings being drawn down, the combination of consumer confidence, business confidence being eroded. All of that, to us, points towards consumers now beginning to show the effects of everything going on.” Historically, monetary policy tends to feed through with a […]
Category Archives: Financial Podcast
20
Apr
Apr
Following a year characterised by volatility and turbulence, 2023 got off to a strong start and though we aren’t out of the woods yet, most asset classes ended the quarter in positive territory. In this quarter’s Talking Research podcast, our team of analysts, who are at the coalface speaking with managers on a regular basis, […]
30
Mar
Mar
What started in community banks in the US is now playing out in the global bond market. To explore what has taken place in the banking sector over the past few weeks, Square Mile’s Investment Director, Chris Fleming is joined by Chris Bowie, Partner and Portfolio Manager of the TwentyFour Corporate Bond fund. — Park […]
30
Jan
Jan
Join Square Mile’s Chief Investment Officer, Mark Harries as he talks with James Ashley, Head of Market Strategy at Goldman Sachs Asset Management and Hugh Gimber, Global Market Strategist at J.P. Morgan Asset Management, as they discuss the outlook for the year ahead: inflation expectations, a potentially recessionary environment, and what this all means for […]
29
Jun
Jun
It is with great sadness, tinged with excitement that I would like to advise you that I am retiring as an adviser at the end of this month. I have enjoyed my time working locally with so many lovely clients, and it is hard to believe it is approximately 35 years ago that I joined […]
21
Jan
Jan
In the final quarter of 2021, we saw US equities dominate markets, value continue to outperform and more muted portfolio activity from some of the fund managers we speak with, whilst inflation remained a hot topic and concerns around the omicron variant persisted. In this episode, Square Mile’s research team share insight on what they […]
17
Dec
Dec
Inflation remains headline news, and last week saw UK inflation surge to its highest level for a decade, hitting 4.2% in October. The longevity of the elevated inflation continues to be a hot topic of debate across the market, but how does this play out in the global bond markets, where are the opportunities for […]
11
Nov
Nov
As Responsible Investment continues to take centre stage, we are excited to announce that we have a new dedicated mini-series, discussing all things Responsible. In the first episode, Eduardo Sanchez, Investment Research Analyst, discusses the benefits of Green Bonds with Paul Skinner from Wellington, David Katimbo-Mugwanya from EdenTree and Simon Bond from Colombia Threadneedle. Hear […]
18
Oct
Oct
Over the last quarter, there has been plenty going on in the stock markets. There are still concerns around the spread of the delta variant of the Coronavirus. The pressure on inflation and apprehension around China and the supply chain. In this month’s episode, Square Mile’s research team share insight into the thinking of fund […]
16
Sep
Sep
In this month’s Talking Research podcast, Square Mile’s Responsible Investment Analyst, Anna Mercer is talking about sustainability, from how it can be defined to what engagement look likes to the potential trade-offs or challenges that investors may come across and what the future sustainable economy may look like. Hear from three industry experts who will […]
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