Markets in Motion: Inflation, Tariffs & Portfolio Diversification
In our latest Shard Capital Podcast, Neil sits down with our Head of Investment Research, Ernst Knacke, and Investment Associate, Stuart Abrahart, for an insightful discussion on the evolving macroeconomic landscape.
From inflationary risks to geopolitical tensions, the team unpacks key investment themes and market trends you need to know.
🌎 Overview of Global Investment Committee
🔭 Macro Outlook and Market Shifts
🌡 Impact of Tariffs and Inflation
📊 Investment Strategies and Market Performance
🔎 Focus on China and Diversification
🏛 Government Bonds and Economic Environment
Listen in on the conversation below 👇🏼
Recorded on the 11th of March 2025
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