Monthly Update Podcast: July 2023
Feb 13, 2024•16 min•Ep. 7
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Episode description
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 explore:
- Contraction of corporate earnings and share price reactions
- Sector performance and the impact of Artificial Intelligence and tech on markets
- Interest rate hikes
- Easing of the labour market in the US and strong wage growth in the UK
- China’s recovery and developments
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.
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