Join Jock Glover, Strategic Relationships Director at Square Mile Investment Consulting and Research, as he talks with Richard Woolnough, a fixed income fund manager at M&G Investments. Jock and Richard spent their time discussing how inflation may continue to impact the decisions of policymakers in the coming months and how the political backdrop may influence the behaviour of central banks. Richard also explored the health of corporate balance sheets and how corporates may cope if economic growth remains low.

Don't have time to listen to the full episode, jump to your favourite part:

• 00:59: How do you see the impact of inflation on policymakers unfolding over the coming months?
• 03:20: Will rate cuts be affected by concerns about persistent inflation in areas like the services sector?
• 05:25: How have you adjusted your portfolios in light of the trends you are observing now?
• 07:43: Given the current political landscape, how do you think this will influence central banks’ behaviour?
• 12:23: Given the high levels of government borrowing in the US and the UK, what is the current state of corporate balance sheets?
• 15:17: If growth stays low, what would that mean for corporates?
• 17:07: What’s keeping you awake at night?
• 20:19: What’s an interesting fact you’ve come across recently that might catch our listener’s attention?

This podcast was recorded in October 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.

👥 STAY IN TOUCH 👥
Follow us on LinkedIn.
Subscribe to our monthly newsletter.

Thank you for listening!