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

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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

26.⁠ ⁠Britain’s energy kraken: Greg Jackson on Octopus, rethinking renewables and the new age of energy technology

26.⁠ ⁠Britain’s energy kraken: Greg Jackson on Octopus, rethinking renewables and the new age of energy technology

Could energy pricing be left to the markets? Should renewable energy be cheaper in the regions its generated? Will energy ever become more affordable? Listen as Steph and Robert are joined by Greg Ja...

26 Tammi 202451min

25. Boeing’s turbulent future, the gamification of fitness, and the dilemma of MPs as landlords

25. Boeing’s turbulent future, the gamification of fitness, and the dilemma of MPs as landlords

Can Boeing recover from the safety concerns surrounding its planes? Are MPs' personal property investments causing them to go light on housing market regulation? Is the gamification of fitness a trend...

25 Tammi 202437min

24. A wave of crisis in the Red Sea, Fujitsu's next move, and a Las Vegas Sphere in Middlesbrough?

24. A wave of crisis in the Red Sea, Fujitsu's next move, and a Las Vegas Sphere in Middlesbrough?

What does conflict in the Red Sea mean for prices in Europe? How much did Fujitsu know about the Horizon software it sold to the Post Office? Would the UK be more productive if employees were granted ...

19 Tammi 202445min

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