Inflation, government debt, Russia & Ukraine
How concerned should investors be about the current conflict between Russia and Ukraine? Do we need to worry about government debt? Have central bankers contributed to inflation? What does this mean for portfolio allocations?
Mark Harries, CIO at Square Mile, is joined by two market strategists to discuss the challenges facing investors in the current market environment – Hugh Gimber, Global Market Strategist at JP Morgan Asset Management and Simona Gambarini, Executive Director, Senior Market Strategist at Goldman Sachs Asset Management, in the latest episode.
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This was recorded on Thursday 27th January 2022. This podcast is only aimed at professional advisers and regulated firms and should not be passed on to or relied upon by any other persons. It is not intended for retail investors, who should obtain professional or specialist advice before taking, or refraining from, any action on the basis of the podcast, remembering past performance is not an indication of future performance. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd. Square Mile makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This podcast represents the views and forecasts of SM at the date of issue and may be subject to change without reference or notification to you. Nothing in this podcast shall be deemed to constitute a regulated activity or an invitation or inducement to engage in investment activity.