(Watch the video interview HERE)



The impact of interest rate rises is being felt throughout the economy and proving a major headwind for UK markets. But as Singer Capital Markets’ macro specialist Jamie Constable tells Vox, receding inflationary pressures suggest a catalyst for a recovery from lowly valuations could be in sight. 



00:00 Intro

00:28 Reflections on a difficult summer for markets, including further twists on the geopolitical stage

01:34 What could be the trigger for a rerating of downtrodden UK equities, including further low-ball acquisitions?

05:06 Should we be worried about the effect of a recession on US and UK earnings?

07:07 Should we be worried about the effect of a recession on US and UK earnings?

12:34 The dampening effect of rising interest rates on economic activity.

14:45 The new normal for inflation and interest rates, and the possible impact on markets.

21:01 Sectors to play retreating inflation, and why consumer shares could be a good contrarian bet.

25:18 Why you should have exposure to infrastructure and near-shoring driven capex.