Monthly Update Podcast: July 2023

from Insight Talks · host Close Brothers Asset Management

In 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 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 so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

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