Stagflation Risks, Earnings & Gold | The Investment Brief
In our latest Investment Brief podcast, the team talk about everything from Europe’s cautious revival to gold’s glimmering role in a stagflationary world.
Neil Williams is joined by Ernst Knacke and Stewart Abrahart to unpack:
📈 Factor Quadrant – stagflation risks rising, Europe upgraded to positive
📊Earnings – growth lagged, NVIDIA steady, Alibaba surging
🌏 Regions – India’s tariffs vs long-term promise, SEA’s fintech boom
⚖️UK – cheap, but tricky; selectivity is key
🏛️Gold – central banks buying, western investors underweight
Tune in to the conversation below 👇🏼
Recorded on the 2nd September 2025
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