Hymans Robertson On... Episode 113
Investment - Capital markets mid-year update 2024
17 Jul 2024
Overview
In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest episode in our investment series, and is joined by Chris Arcari, Head of Capital Markets at Hymans Robertson and Stephen Jones, Global Chief Investment Officer at Aegon Asset Management.
For this episode, we got together at our podcast producer's HQ, The WEL Podcast Studio, for our first in-person podcast! During the podcast, we discuss the key market events of 2024 so far, look forward to what the rest of the year might hold, and discuss the implications for institutional investment portfolios.
If you have any questions on anything discussed during this podcast, please get in touch.
Resources
- Hymans Robertson - Market Brief - June 2024
- Hymans Robertson - Capital markets update - Summer 2024
Hymans Robertson disclaimer
This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at release date. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail. Guests views are separate to that of Hymans Robertson.
The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.
Hymans Robertson LLP is authorised and regulated by the Financial Conduct Authority and Licensed by the Institute and Faculty of Actuaries for a range of investment business activities.
Key Topics
- Market impact and outlook from recent and upcoming political events : (02:41)
- Quick summary of global economic developments 2024 to date : (07:32)
- Regional divergence and momentum in equity markets : (10:43)
- Higher for longer rates and the impact on bond and property markets : (19:28)
- Practical takeaways and implications for asset allocation decisions : (30:12)
- Summary : (33:31)
Speakers
Audiences: