Podcasts

02 August 2021 | Paul Dixey

A Stock Market Review with Simon King, CIO

In Episode 10, Paul and Simon look back over the last few months, to understand why stock markets have performed so well recently.

 

 

KEY POINTS

• 04.38 - Simon points to the unfathomable amount of fiscal and monetary stimulus in the system and the effect this has on asset prices. He then answers my nasty $64mn question: What happens when the liquidity tap is turned off?

• 07:41 - We then discuss the topic on every investor’s mind at the moment. Inflation and what is causing it

• 08:56 - Is it a temporary or permanent phenomenon?

• 11:15 - Why it takes so long to buy a new car at the moment?

• 12:19 - What about the politicians – do they actually mind inflation?

• 13:50 - And how inflation can be good for home owners

• 14:33 - How inflation can affect the stock market and companies  

• 15:00 - Can the likes of Unilever and LVMH raise prices quickly enough to offset rising costs?

• 16:30 - Despite us moving through Freedom Day, should we still be worried about the virus from an investment perspective? And getting pinged by the NHS app, half full restaurants, and are people back shopping?

• 18:00 - A question from our loyal listener on SPACs and should we be concerned by their presence in stock markets?

• 20:27 - Bitcoin and other cryptocurrencies, the investment risks, the effect cryptocurrency mining has on the environment and most importantly...

• 23:15 - Will they get regulated, what will happen once the stimulus fades away and what the banks are doing with block chain technology to remain competitive

• 25:28 - We then focus on the major developed markets starting with the largest economy in the world: the US and their relations with China

• 29:18 - The future for the FAANG stocks

• 30:47 - Why the UK stock market is still so cheap and views on the Japanese stock market 

• 37:45 - And we finish with the CIO’s most challenging question: with his crystal ball, where do markets go from here?

Other Recent Podcasts
Investing in Biotech

03 November 2022

An update on Healthcare

26 October 2022

The Energy Crisis

07 October 2022

Bonus Episode - GAIN Summer Internship at Vermeer Partners

29 September 2022

Private Equity

22 September 2022

Indian equities

07 September 2022

A Global Investment Strategy

04 August 2022

The Myths & Realities of Inflation

21 July 2022

Investing in UK Supermarkets

11 July 2022

Why now for Japan?

23 June 2022

Investing in the UK

26 May 2022

The Future of Food

11 May 2022

38 years of stock picking

28 April 2022

Geopolitics, Inflation and Shane Warne

14 April 2022

Resilience, Leadership & the Power of Preparation

31 March 2022

Investing in the Tech Sector

17 March 2022

The Green Hydrogen Future

03 March 2022

India vs China

17 February 2022

Investing in Europe

02 February 2022

2021 Christmas Special

21 December 2021

The Future of the UK economy

17 December 2021

Is China too risky?

02 December 2021

The Energy Transition

26 November 2021

Transitory or Permanent Inflation

17 November 2021

FT Adviser

12 November 2021

Budget Special

03 November 2021

All that Glitters...

22 October 2021

Healthcare after the Pandemic

06 October 2021

Healthcare after the Pandemic

29 September 2021

What about Japan?

22 September 2021

Investing in the UK

08 September 2021

Investing in Asia

27 August 2021

Investing in the US

11 August 2021

A Stock Market Review with Simon King, CIO

02 August 2021

Investing in Global Equities with Tim Gregory

07 July 2021

How Netflix crushed traditional TV - Part 2

22 June 2021

How Netflix crushed traditional TV - Part 1

11 June 2021

What is wrong with Big Pharma? - Part 2

03 June 2021

What is wrong with Big Pharma? - Part 1

24 May 2021

Investing in Luxury and the Consumer - Part 2

14 May 2021

Investing in Luxury and the Consumer - Part 1

07 May 2021

The Art of Investment Podcast: Banking on a Future?

21 April 2021

The Art of Investment Podcast: The Energy Revolution

09 April 2021

The Art of Investment Podcast: Is this the Great Rotation?

29 March 2021

The Art of Investment Podcast: The New Digital Gold?

12 March 2021

The Art of Investment Podcast: Should we worry about inflation

26 February 2021

Back to News & Insights

Terms & Conditions

The information and services described on this website are not intended to be used by, or to be available to, persons accessing the website from outside the United Kingdom.

The value of investments and the income derived from them may go down as well as up and you may not receive back all the money which you invest.

The investments and investment services described or recommended on this website may not be suitable for all people.

Any information relating to past performance of an investment or investment service is not a reliable indicator of future performance.

No tax advice is provided and clients will need to seek advice from their independent tax advisor.

Fluctuations in the rate of exchange may have an adverse effect on the value, price or income of non-sterling denominated investments.

Vermeer Investment Management Limited, its associates, employees and/or clients may own or have a position in securities referred to on this website or may have provided advice or investment services in relation to any such security.

The Website is for information purposes only. Information contained on it is not intended to be an offer to buy or sell securities and this website should not be regarded as an offer or solicitation to conduct investment business as defined in section 21 of the UK Financial Services and Markets Act 2000 (FSMA).

Nothing on this website is intended to exclude or restrict any duty or liability which Vermeer Investment Management Limited may have under the FSMA (or any subsequent amending or replacement legislation) or the rules and regulations for the conduct of business made thereunder.

For the purposes of FSMA this website has been approved by Vermeer Investment Management Limited, which is authorized & regulated by the Financial Conduct Authority.

Please read our Privacy Policy. By clicking ‘accept’ you agree to be bound by the terms of this notice.

Accept