Shows
Insight TalksMonthly Update Podcast: December 2023In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they discuss:What were the key factors affecting markets looking back on 2023What are the key considerations looking forward to 2024When and how rate cuts may impact marketsAre the upcoming UK and US elections likely to impact marketsThis podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com We’ve created this podcast to set out possible approaches. Please do not view it as...
2024-02-1317 min
Insight TalksMonthly Update Podcast: October 2023In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they discuss:Why US equity markets have pulled back into correction territoryThe potential global economic implications of regional conflictsWhether earnings season has had an effect on equity marketsIf slower sales growth and interest rate cuts are the canary in the coal mineThe take away from central banks’ recent announcementsThis podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com We’ve created this po...
2024-02-1316 min
Insight TalksMonthly Update Podcast: September 2023In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they discuss:Interest rates and inflationThe Bank of England and the Federal Reserve have left interest rates unchanged. Are we at the peak of the interest rate hike cycle and what happens next? Will the rising oil prices result in higher inflation?The reaction of equity markets - growth expectations are improvingThe investment implications on equities, bonds and the a...
2024-02-1313 min
Insight TalksMonthly Update Podcast: July 2023In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they explore:Contraction of corporate earnings and share price reactionsSector performance and the impact of Artificial Intelligence and tech on marketsInterest rate hikesEasing of the labour market in the US and strong wage growth in the UKChina’s recovery and developmentsThis podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com We’ve created this podcast to set out possible approaches. Please do not...
2024-02-1315 min
Insight TalksMonthly Update Podcast: June 2023Hear our experts discuss the market outlook for investors in our latest #podcast episode. Senior Investment Specialist, Tom Santa-Olalla, explores current market themes with our Chief Investment Officer, Robert Alster and Investment Officer, Isabel Albarran.This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do...
2024-02-1314 min
Insight TalksMonthly Update Podcast: May 2023Hear our experts discuss the market outlook for investors in our latest podcast episode. Senior Investment Specialist, Tom Santa-Olalla, explores current market themes with our Chief Investment Officer, Robert Alster and Investment Officer, Isabel Albarran.This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do...
2024-02-1312 min
Insight TalksMonthly Update Podcast: April 2023In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they explore:Recent purchasing managers index readings and what they are telling us about the health of the economyImproved Chinese GDPThe surprisingly high UK Inflation printInvestment implications from an asset allocation perspectiveThis podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its conte...
2024-02-1312 min
Insight TalksMonthly Update Podcast: March 2023In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they explore:What’s been happening in the banking sector recentlyThe broader investment implications of recent volatility in banking stocks and bondsFurther interest rate rises and what has caused the uptick in UK inflationThis podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.comWe’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its conten...
2024-02-1311 min
Insight TalksMonthly Update Podcast: February 2023Hear our experts discuss the market outlook for investors in our latest podcast episode. Senior Investment Specialist, Tom Santa-Olalla, explores current market themes with our Chief Investment Officer, Robert Alster and Investment Officer, Isabel Albarran.This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do...
2024-02-1315 min
Invirtiendo La MañanaBuscamos soluciones al gran problema microeconómicoCándido Muñoz, Catedrático de Economía Aplicada de la UCM, Pablo Martín de Santa Olalla, Profesor de Universidad Pontifica de Comillas, y Ángel Cardo, Presidente CONFEDERACIÓN DE CUADROS Y PROFESIONALES, ponen sobre la mesas las soluciones al grave problema micro económico que sufre el país ¿volveremos a tener empresas con el rendimiento de tiempos pasados? Además, la semana con las noticias positivas que nos trae el Comandante Tom.
2014-06-131h 01