News & Insight • Podcasts

03 November 2021 | Paul Dixey

Budget Special

In this episode Simon King and I focus on the Chancellor’s budget and the main takeaways from his statement

KEY POINTS

02:36 - The main takeaways from Rishi Sunak's statement

10:23 - This was an inflationary budget and with inflation very much here in the UK, it leaves the Bank of England caught between a rock and a hard place

11:25 - In the corporate sector, we look at the winners and the problems kicked into the long grass 

15:27 - Simon’s latest missif, titled a ‘Wind of Change’, captures the changing economic conditions we believe Covid has accelerated

20:31 - We discuss the perfect storm in the commodity sector right now

23:02 - And the long-term inflationary force that changing demographics will play in the future

26:19 - Switching to China, the CCP is pursuing it’s ‘common prosperity agenda’ and we discuss the regulatory clamp down and the risk this could cause for investors in China