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(273)

8. The 'Iron Chancellor' and her plan for Britain

8. The 'Iron Chancellor' and her plan for Britain

What is happening at Metro Bank and is it doomed to fail? Why is the market for fake meat collapsing? Could Rachel Reeves' promise of 'iron discipline' transform Britain's economy? Join Robert and St...

11 Loka 202345min

7. The Daily Mail, Saudi Arabia, or Boris Johnson: Who's going to buy The Daily Telegraph?

7. The Daily Mail, Saudi Arabia, or Boris Johnson: Who's going to buy The Daily Telegraph?

Is Octopus the 'Amazon' of the energy industry? Does LEGO have an innovation problem? Who's going to win the race to buy The Daily Telegraph? Join Robert and Steph for this episode of The Rest Is Mon...

4 Loka 202348min

6. The truth behind Murdoch's succession

6. The truth behind Murdoch's succession

Would scrapping inheritance tax crash the stock market? Why is HS2 so over budget? What really happened when Rupert Murdoch stepped down last week? Join Robert and Steph for this episode of The Rest ...

27 Syys 20231h 1min

5. SUNAK VS NET ZERO

5. SUNAK VS NET ZERO

Is Sunak's environmental U-turn bad for business? What's the real story behind his net zero delay? Join Robert and Steph for this emergency episode of The Rest Is Money as they answer all of these qu...

21 Syys 202322min

4. What Liz Truss got right

4. What Liz Truss got right

Should the Bank of England shoulder some of the blame for the economic turmoil during the Liz Truss premiership? Is Elon Musk really 'driven by inner demons'? How do TikTokers make money? Is 'surge pr...

20 Syys 202352min

3. A Battle for the Heart of the Music Industry

3. A Battle for the Heart of the Music Industry

How significant is the resignation of BP’s boss? Is there trouble looming on the horizon for British pensions? Has Universal Music Group reshaped the future of streaming? Why are American investment f...

13 Syys 202346min

2. The drug behind Europe's most valuable company

2. The drug behind Europe's most valuable company

How much harm has been done by decades of governments investing too little? Is buy-now-pay-later causing misery or joy for young shoppers? Are supermarkets cutting prices fast enough? Is Novo Nordisk’...

6 Syys 202356min

1. From the High Street to the City: Britain on the brink

1. From the High Street to the City: Britain on the brink

Are we witnessing the slow death of the British stock market? Can the high street survive in 2023? Why is the French government paying its farmers to destroy the country's wine surplus? Join Robert P...

30 Elo 202354min

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