Leifbridge Podcast
Monthly Market Analysis – Plus the influence of global political events
In our latest podcast, Neil Williams, Head of LeifBridge Investment Services and Ernst Knacke, Head of Investment Research at Shard Capital discuss the outtakes from our monthly Global Investment Committee (GIC), the economic conditions and interest rate environment in Europe, the U.S., and the UK, alongside the influence of political events on market volatility in countries like India and Mexico.
👋🏼 Intro
🌍 Global Investment Committee Insights
📈 Economic Growth and Inflation Scenarios
📊 Interest Rates and Economic Growth
🏛 Divergence in Global Rate Cuts
🔭 UK Economic Outlook
🚩 Political Risks and Market Impacts
💰 Investment Strategies in the Fiscal Age
💭 Conclusion and Final Thoughts
Listen in on the conversation below 👇🏼