266. Trump Turmoil: An investor's perspective

266. Trump Turmoil: An investor's perspective

A month into the war in the Middle East, what are investors thinking? Are we heading for a global recession? Who is most exposed? What are the options central banks and governments have for getting through it? What does this mean for the UK economy? How can the government help people with bills without upsetting the bond markets and increase borrowing costs? Plus, what should you be thinking about if you have money in stocks and shares? Karen Ward – Chief Market Strategist EMEA at JP Morgan Asset Management – is back to give us her take on the possible economic outcomes of the geopolitical turmoil. She breaks down what matters and what doesn’t when it comes to understanding market volatility. Plus she explains why she thinks we don’t need to worry about the private credit market taking us into another financial crisis. The Rest is Money is brought to you by Octopus Energy, Britain’s smart energy pioneer. Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠the⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠restismoney@goalhanger.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@TheRestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@RestIsMoney⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Advertise with us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Partnerships@goalhanger.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(269)

34. Why do companies buy back their own shares? Can high inflation actually be good for an economy? Why do so few women invest?

34. Why do companies buy back their own shares? Can high inflation actually be good for an economy? Why do so few women invest?

Where do the shares we buy come from? Why is there still a gender divide in the world of investment? Which jobs are most at risk from AI? Join Steph and Robert as they answer all these questions and m...

23 Helmi 202433min

33. The real story behind the Post Office's fight with Kemi Badenoch

33. The real story behind the Post Office's fight with Kemi Badenoch

What happened in the row between the Post Office's Henry Staunton and Kemi Badenoch? Why are British companies listing on the American market? Have Tory attitudes towards business changed? Listen as S...

21 Helmi 202447min

32. Dame Irene Hays: Saving Thomas Cook, owning Sunderland AFC, and using AI in business

32. Dame Irene Hays: Saving Thomas Cook, owning Sunderland AFC, and using AI in business

How can companies use AI to safeguard their employees? Why was Hays hailed as “the hero of the high street”? Do private companies have a social responsibility? Join Steph and Robert as they interview...

16 Helmi 202450min

31. Artificial Intelligence: Britain's battle with the future

31. Artificial Intelligence: Britain's battle with the future

Is Britain being left behind in the AI revolution? Will AI improve our lives and make us richer? How should policymakers act to curb the impact on incomes? Listen as Steph and Robert answer all these ...

15 Helmi 202444min

30. How to solve the housing crisis

30. How to solve the housing crisis

How did owning a home become unaffordable? Could downsizing be the key to opening up more properties? Does the UK have too much of an obsession with home ownership? Listen as Steph and Robert answer a...

9 Helmi 202430min

29. Musk vs Zuckerberg: A Tale of Two Tech Titans

29. Musk vs Zuckerberg: A Tale of Two Tech Titans

How have Meta changed the way we consume the news? Why has a court blocked Elon Musk’s $56 billion dollar pay deal? What is the problem with wealth perception in the UK? Listen as Steph and Robert ans...

8 Helmi 202444min

28.⁠ ⁠Are the Tories bad for business? Richard Walker on leaving the Tory party, running Iceland, and emerging from his dad’s shadow


28.⁠ ⁠Are the Tories bad for business? Richard Walker on leaving the Tory party, running Iceland, and emerging from his dad’s shadow


Is the Conservative party no longer the party of business? How are UK supermarkets coping with the Red Sea crisis? Is it possible to make green business choices affordably? Join Steph and Robert as t...

2 Helmi 202443min

27. Jeremy Hunt vs the IMF, the end of working from home, and Peston’s deepfake scam

27. Jeremy Hunt vs the IMF, the end of working from home, and Peston’s deepfake scam

Is the IMF ever wrong? Does working from home reduce productivity? How concerned should we be about the wave of deepfake scams? Listen as Steph and Robert answer all these questions and more. Email: ...

1 Helmi 202434min

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