Word on the Street

Our special Brexit-focused edition of Word on the Street, recorded on Thursday 5 September, features Will Hobbs (Chief Investment Officer), Jean-Paul Jaegers (Head of Asset Allocation), Sophie Traherne (Senior Government Relations Expert) and Toby Cross (Head of Client Investment Solutions), as they discuss the latest Brexit developments and what this could mean for markets and investments.

This week, we look at the past few days’ seismic developments in the Brexit saga (1:00), the effect of the way the media portrays Brexit (5.45), the appetite for a "no deal" Brexit (7.45) and the implications of all this on investments (9.33), as well as the impact of the global trade war (14.00) and what investors and citizens of the UK can learn from star cricketer Ben Stokes (18.22), with Mike Haslam, Head of Funds Distribution, and Will Hobbs, Chief Investment Officer.

This week we discuss the turbulent summer (1:10), the emerging Italian political crisis (4:25), the possibilities of a US recession (7:23), as well as Brexit and the attractiveness of the UK to overseas investors following sterling’s slump (9:26), and the likelihood of President Trump’s re-election (12:23) with Mike Haslam, Head of Funds Distribution, and Will Hobbs, Chief Investment Officer.

In this week’s podcast, Mike Haslam, Head of Funds Distribution, talks to Jean-Paul Jaegers, Head of Asset Allocation, about the latest market developments and what they may mean for investors. Despite UK wage growth rising at its fastest pace for 11 years and employment reaching a record high (4:35), uncertainty over the future path of interest rates (3:50) and concerns over a looming recession continue to weigh on investor sentiment (5:48).

This week Mike Haslam, Head of Funds Distribution questions Jean-Paul Jaegers, Head of Asset Allocation on recent news topics covering tariffs (0:30), China weakening its currency (2:19)and Trump’s views on interest rates (5:41). Do these matter for investors?

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.