The Evelyn Partners Investment Podcast - podcast cover

The Evelyn Partners Investment Podcast

Evelyn Partners Groupwww.evelyn.com
Keep up to date with the latest in global markets by joining the investment team at Evelyn Partners as they discuss key events and share their insights into the big themes and topics of the moment.

Episodes

Will a rise in uncertainty persist?

This edition of the podcast features Rohan Patel, an investment advisor from Tilney’s London office, talking to Ben Seager-Scott, Head of Multi-asset Funds. Tune in as they discuss the impacts of the Omicron Covid variant announcement, UK and US central bank’s policy, the outlook for oil and the recent US–China summit.

Dec 02, 202126 minEp. 47

The fundamentals are positive

This edition of the podcast features Sam Myers, an investment director from Tilney’s Liverpool office, talking to Ben Seager-Scott, Head of Multi-asset Funds. Tune in as they discuss finances following the recent Budget, fundamental economic drivers, which currently appear quite robust, sustainable investing in light of COP26 and why rates look set to rise earlier than expected.

Nov 03, 202124 minEp. 46

Markets take a battering

This edition of the podcast features Victoria Newlands, an Investment Adviser from Tilney’s London office, talking to Ben Seager-Scott, Head of Multi-asset Funds. Tune in as they discuss a range of contributing factors to the battering of markets including: the end of furlough schemes and business continuity loans, a surge in energy prices, the US debt ceiling and China’s bubbling Evergrande issues ....

Oct 05, 202121 minEp. 45

A month of sentiment effects and volatile markets

In this September episode, Robin Adamson, Director of Investment Management from Tilney’s Glasgow office, talks to Ben Seager-Scott, Head of Multi-asset Funds. They discuss how August is typically a month of sentiment effects, including the Jackson Hole Symposium, inflation and the US debt ceiling.

Sep 03, 202125 minEp. 44

Recovery outlook not as rosy as expected

This edition of the podcast features Tom Hawkins, an investment director from Tilney’s London office talking to Ben Seager-Scott, Head of Multi-asset Funds. They discuss the latest topical themes dominating our markets: Chinese regulatory crackdowns, concerns over an overheating economy and rising inflation.

Aug 04, 202121 minEp. 43

Are we moving beyond the keeping calm phase?

This edition of the podcast features Lucinda Johnson, an investment director from Tilney’s Birmingham office talking to Ben Seager-Scott, Head of Multi-asset Funds. At the halfway point, they look back at the first six months of 2021, discussing the latest Federal Reserve (Fed) meeting, inflation and markets.

Jul 02, 202121 minEp. 42

Could increasing prices persist as businesses catch up?

James von Simson, a director within London’s Tilney office, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds, discuss growth, the latest market trends, and inflation. There’s been a lot around inflation at present, particularly around the backward-looking numbers, in both the press and news, and how they interplay with the forward-looking story. These numbers need to be distinguished, but are there short-term distortions affecting them? Has inflation peaked in May? Could the Covid-19 res...

Jun 07, 202130 minEp. 41

Upbeat markets: are valuations too expensive?

This edition of our podcast features and Debbie Hair, a senior investment manager, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the latest market trends as the euro strengthens and confidence returns, but could fiscal stimuluses be the gamechangers for the US markets running hot?

May 06, 202124 minEp. 40

How could ‘aggressive spending’ impact the global economy?

This edition of our podcast features Lewis Cohen, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss equity markets, monetary and fiscal policies and their impact on the global economy.

Apr 09, 202127 minEp. 39

Roadmap: the economic impact of reopening

This edition of our podcast features Jonathan Cowan, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the recent events affecting markets as we navigate the latest phase of the pandemic crisis.

Mar 10, 202121 minEp. 38

Is the Bank of England preparing for negative interest rates?

This edition of our podcast features Caroline Connell, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the latest market news and the possibility of negative interest rates in the UK.

Feb 11, 202122 minEp. 37

Covid-19 vaccines: what they mean for markets

This edition of our podcast features Sam Myers, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss Brexit, developments in the US since the elections and the progress that has been made with vaccines.

Dec 09, 202021 minEp. 35

US elections: the impact on markets

This edition of our podcast features Sam Coppin, Director of the Investment Advisory Service, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss how US election results could affect the markets and the potential vaccine breakthrough in the fight against Covid-19.

Nov 11, 202022 minEp. 34

Should you start investing right now?

This edition of our podcast features Emma Sterland, a Financial Planning Partner, and Gareth Lewis, Tilney’s Head of Investment Strategy. They discuss what to do with cash in today’s challenging interest-rate environment.

Oct 15, 202026 minEp. 33

What’s behind the US equities sell-off?

This edition of our podcast features Victoria Newlands, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They discuss the latest political events and the outlook for the economy.

Oct 01, 202017 minEp. 32

UK GDP falls by over 20%: what’s the outlook for the economy?

This edition of our podcast features Caroline Connell, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They look at what has been happening in the markets and discuss the UK economic outlook.

Aug 26, 202021 minEp. 31

Summer investment themes: is gold still a ‘safe haven’?

This edition of our podcast features Harry Morgan, an Investment Director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They look at what has been happening in the markets and discuss current investment themes.

Jul 31, 202024 minEp. 30

How is coronavirus affecting the economy?

This edition of our podcast features Rohan Patel, an investment adviser, and Chris Godding, our Chief Investment Officer. They talk about the reaction of global banks to the pandemic and the related geopolitical issues.

Jun 05, 202020 minEp. 26

Global equities rebounding after Coronavirus sell-off

This edition of our podcast features Lauren Charnley, an investment director, Chris Godding, our Chief Investment Officer and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They talk about investment strategies and the longer-term economic and social issues of the pandemic.

May 15, 202022 minEp. 25

Finding protection against market shocks

This edition of our podcast features Ben Roberts, an investment director, Chris Godding, our Chief Investment Officer and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They talk about the significant moves in the oil price and the outlook for equity markets.

Apr 30, 202019 minEp. 24

Looking beyond the economic paralysis

This edition of our podcast features Tom Hawkins, an investment director, Chris Godding, our Chief Investment Officer and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They talk about the latest market reactions to the Covid-19 pandemic and what the future might look like.

Apr 16, 202025 minEp. 23

Are global measures enough to avoid economic depression?

This edition of our podcast features Lucinda Johnson, an investment director, Chris Godding, our Chief Investment Officer and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They talk about the effects of global emergency spending and the possible economic scenarios in the upcoming months.

Apr 02, 202028 minEp. 22

How fast will the economy recover?

This edition of our podcast features Jonathan Cowan, an investment director, Chris Godding, our Chief Investment Officer and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They talk about the effects of Coronavirus and the possible economic scenarios in the upcoming months.

Mar 20, 202018 minEp. 21

What if the worst doesn’t happen?

This edition of our podcast features Lewis Cohen, an investment director, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They talk about the markets, Coronavirus and the latest challenges for the global economy in the past month. For more detailed show notes on this episode including an edited transcript, visit: https://www.tilney.co.uk/news/the-tilney-investment-podcast-what-if-the-worst-doesn-t-happen...

Mar 02, 202019 minEp. 20

Measuring the impact of global events on markets

This edition of our podcast features Justin Ogilvie, an investment director from our Bristol office, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They talk about the latest global events and how they affected markets in the past month. For more detailed show notes on this episode including an edited transcript, visit: https://www.tilney.co.uk/news/the-tilney-investment-podcast-measuring-the-impact-of-global-events-on-markets...

Jan 31, 202019 minEp. 19

2020 market risks and opportunities

This edition of our podcast features Danielle Bamber, an investment manager from our Manchester office, and Ben Seager-Scott, Tilney’s Head of Multi-asset Funds. They talk about the UK economic outlook for 2020.

Jan 07, 202022 minEp. 18
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