S4 Ep. 5 The big rate rise cycle with Karen Ward

Investment Uncut

This week we’re joined for the second time by Karen Ward, Chief Market strategist EMEA for JP Morgan Asset Management. Karen was also recently appointed to the chancellor’s council of economic advisers. A year after we last spoke to Karen we’re taking stock of the global rate-rising cycle, how far through we are, where interest rates might peak, how central banks will likely respond to data from here and whether a recession is on the cards. We look out into the future discussing whether markets have forecasted inflation and interest rates well or badly, and in particular what this means for bond investors going forward. Finally, we look at what the crucial data points are over the coming months and what Karen’s biggest worry is for the next year. If you’ve got any interest at all in making sense of the economic environment here and what it means for investors this is a must-listen!