Monthly Update Podcast: September 2023

13/02/2024 13 min Episodio 8
Monthly Update Podcast: September 2023

Listen "Monthly Update Podcast: September 2023"

Episode Synopsis


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 inflationThe 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 improvingThe investment implications on equities, bonds and the alternatives sectorUK net zero policy changesThe key changes to the UK net zero policyThe implications for businesses, such as car manufacturersThis 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.