Podcast #115: The big market questions - Corrections, inflation, interest rates & AI disruptions with Downing's Simon Evan-Cook

In this episode of IFA Talk, we’re tackling some of the biggest questions in today’s global stock markets.

US stockmarket indices have recently dipped to their lowest levels since last September, as concerns over tariffs, inflation, and even a potential US recession weigh on investors’ minds. Is this just a short-term correction, or the start of something more significant?

Meanwhile, the UK and US economies appear to be heading in different directions—so where do the best investment opportunities lie?

Joining Sue and Matt this week is Simon Evan-Cook, Fund Manager at Downing Fox, to break it all down. We’ll explore:

• The latest on tariffs, market moves, interest rates and inflation
• How AI is reshaping the investment landscape
• What all this means for financial advisers, wealth managers and their clients

Tune in now to hear Simon’s ultra-practical take on what’s going on out there today. We hope that it will help you steer your way through these complex market shifts so you can enjoy client conversations with a little bit more confidence.