Talking Research: Making sense of markets
Markets remained volatile over the third quarter of 2022, with the Bank of England stepping into the Gilt market after the Government's mini-budget in late September and a recession looming in Europe.
In this episode of Talking Research, we seek to make sense of what is happening in markets, looking at how the fund managers in Square Mile's Academy of Funds are responding to this volatile backdrop, discussing:
The quarter in numbers: Gilt markets, currencies and the defensiveness of multi-asset funds
How fixed income managers are positioning themselves in a potential recessionary environment
The opportunities for global equity managers given the current market environment
Square Mile's Strategic Relationships Director, Jock Glover, speaks with Jake Moeller, Senior Investment Consultant, Paul Angell, Senior Investment Research Analyst and Tom Poulter, Head of Quantitative Research in the episode below.
Listen on your favourite platform here, or listen below.
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This was recorded on Wednesday 5th October 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 and it is not a recommendation to buy or sell any funds or investments that are mentioned during this podcast.