Perspectives: Recent Episodes
Premier
In the latest Perspectives podcast David Jane considers how recent inflation data has led to something of a resurgence of interest in the UK market
David Jane reflects on how the asset management business could be one of large-scale pattern recognition – but what could this mean for investors for the rest of 2023
Japan has spent around three decades in a deflationary environment. Anthony Rayner ponders on what the recent policy changes mean for domestic and overseas financial markets.
Multi-asset Fund Manager David Jane looks at the relationship between rising interest rates, buy to let property and the equity market.
In this episode of our Perspectives podcast series, multi-asset Fund Manager David Jane looks at how falling equity markets have important implications for how retirement income needs to be planned.
In the second of a two-part series within our Perspectives podcast series, Fund Manager David Jane explains why he is a strong believer in ‘natural income’ as an option for post- retirement clients.
UK gilts more volatile than UK equities? What has caused a topsy-turvy market where the traditional risk hierarchy has been turned on its head? In Perspectives, Anthony Rayner looks at how markets today are challenging conventional investment thinking.
Housing plays a key part in the US and UK economies. Homes are a key asset for most households, housing transactions drive many other consumer decisions, but what does this mean for investors in the current climate? Listen to the latest Perspectives from David Jane
Anthony Rayner discusses how policy makers have become increasingly involved in areas that were previously left to the market.
Anthony Rayner highlights how the stronger US dollar continues to apply pressure to weaker economies globally. The UK economy, and the financial assets representing it, are the latest to come under the spotlight, but they won’t be the last, so long as US rates continue to rise.
David Jane highlights what he believes may await investors following the summer period.
David Jane considers the evidence for both a positive and negative scenario for equity markets.
Central banks continue to drive markets but, importantly, in a very different way to the last 30 years. Anthony Rayner discusses how economies globally are increasingly marching to their own drumbeat and what this means for investors.