Word on the Street

This week Miles Sherry, Senior Investment Consultant, talks to Will Hobbs, Chief Investment Officer, about whether the cut to US interest rates speaks of trouble ahead, what role if any President Trump had and the current plight of the German economy.

This week we discuss the prospects for the UK and EU showdown with Prime Minister Johnson (01:02), what a weak sterling means for the UK (03:27), the biggest government Cabinet change in history (05:20), what more the European Central Bank can do (08:36), and whether the Federal Reserve will cut interest rates next week (10:45), with Toby Cross, Head of Client Investment Solutions, Will Hobbs, Chief Investment Officer, and Sophie Traherne, from Government Relations.

This week, we discuss the UK “feel-good factor” and whether now is a good time to invest (00:47), the impact of a weak pound and what to expect from the new UK Prime Minister (03:01), and how lower interest rates in the US could affect investments (04:34), with Mike Haslam, Head of Funds Distribution, and Jean-Paul Jaegers, Head of Asset Allocation.

This week, we talk about the prospects of the 2020 US presidential elections(01:01), the changes in European and UK leadership (3:50), what sterling’s recent plight means for British companies (5:28), and the pursuit of yield and safety in investing (8:03), with Will Hobbs, Chief Investment Officer, and Mike Haslam, Head of Funds Distribution.

This week, we discuss why the economic cycle has gone on for so long (00:59) and what will end it (03:50), the difficulties of valuing today's companies (05:01), and if there is any truth in the reported death of liberalism (07.47), with Will Hobbs, Chief Investment Officer, and Toby Cross, Head of Client Investment Solutions.

Will Hobbs, Chief Investment Officer, and Toby Cross, Head of Client Investment Solutions, discuss how assets are valued (0:46), the volatility of bitcoin and gold as a safe haven (2:53), Apple's loss of its chief designer(6:46), the auto industry (9:19) and where to find investment safety in a world seemingly beset by political and economic ills (11:42).

Covering the twists and turns in the Conservative leadership process, the rising tensions in the Middle East and the reveal of a new digital currency. Toby Cross, Head of Client Investment Solutions, unpicks the news headlines with Sophie Traherne from Government Relations and Jean-Paul Jaegers, Head of Investment Strategy.

From whether or not the next Prime Minister will actually impact the economy to buying Bitcoin, Mike Haslam, from Barclays Investment Solutions, talks to Will Hobbs, Chief Investment Officer, about the latest headline issues.

Jean-Paul Jaegers, Head of Investment Strategy, and Mike Haslam, Head of Funds Distribution, discuss the recent escalation in Trade tensions with threats of tariffs on Mexican goods, and discuss the adage ‘Sell in May and go away until St Leger day’

Jean-Paul Jaegers, Head of Investment Strategy, and Mike Haslam, Head of Funds Distribution, discuss the escalating trade war between the US and China, safe havens for investments and why it’s best not to read too much into day-to-day news headlines.