The Expat Investor Podcast - Ep 16

‍Episode Description

We talk about Central Banks and if they are ending monetary tightening.

‍Transcription

This week I’m speaking to Ollie Harwood, Investment Manager, from Quilter Cheviot on this week’s episode of the Expat Investor Podcast.

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As always, I’m Tom Pewtress – and a big thank to Ollie for joining me.

• A rocky 2022, but are you feeling good about the positive start the markets have had so far?
• Could you give an overview of what Quilter Cheviot do?
• You’re an Investment Manager at QC, but what does that entail, are you trading like we have seen in the movies?
• Are central banks coming to the end of aggressive tightening?
• How are these interest rate hikes going to be impacting their lives?
• We had a number of companies announce job cuts this year. This can’t be good for inflation or the end of fiscal tightening?
• I think a big word on many peoples lips this year is recession. Is one likely?
• What key indicators are you looking for this year which will point towards markets turning a corner and starting a sustainable recovery rather than this insane amount of volatility?
• I’d be interested to hear how you and the team at QC are navigating the playing field when it comes to asset classes. Bonds and equities both going in the same direction at the same time, oil at highs we’ve not seen for a decade, commodities high due to inflation, what’s your thoughts?
• So why does asset allocation become so important to an investor? Historically equities are the best asset for net of inflation returns right?

Ollie its been a pleasure having you on the show. Thanks for joining me.