In this interview, super smart investor Jamie Constable of Singers takes me through what’s happening in the markets, and where best to put one’s money. Including:
The outlook for equities – Start
How to interpret today’s flattening yield curve. 02:05
Will there be a recession in H2’22? 03:55
When will CPI inflation drop back to the 2% target level? 06:25
How high are UK interest rates likely to reach? 08:45
Will Russia invade Ukraine? 11:45
How best to position one’s portfolio? 14:50
What happened at Studio Retail? 15:25
Where to go bargain hunting amid the carnage? 18:15
Will small/midcap stocks be higher or lower in 1 month’s time? 25:35