I made what is turning into an annual pilgrimage to the brilliant Kilkenomics festival in Kilkenny, Ireland, last weekend, this time along with Eric Lonergan and Tristan Hanson from M&G’s multi-asset fund management team.
En route, we met some clients in Dublin and then took the opportunity to set the world to rights over a pint or two in legendary pub Kehoes. In these three short videos, we share our thoughts on, amongst other things, why economies are still struggling to generate inflation, whether interest rates can finally start to rise, inequality and the rise of nationalism, global debt levels and implications of all of these for markets.
(1) Central banks out of control? Political and economic confusion
(2) Do we have a global debt problem?
(3) Memories of ‘08 and implications for equities