Morningstar Uk: Podcasts

Welcome to the podcast from Morningstar UK, the leading provider of investment news, views and analysis. This week we’re focusing on how politics can affect stock markets, from Brexit and emerging markets to Donald Trump’s trade policies. Let’s start with Brexit. Our first guest, - Michael Metcalfe, Head of Global Macro Strategy at State Street, likens a no deal or hard Brexit to a natural disaster that it will inflict serious damage on the UK economy. Donald Trump's tax reforms will cause inflation and this will cause interest rates to rise, but dwindling liquidity is a concern too, says Jeff Boswell, Manager, Investec Global Total Return Credit Fund. Continuing with president Trump, Somerset Capital's Ed Lam says you can't ignore political risk when investing in emerging markets, and so is favouring India and investing away from Trump's tariffs. Our next guest is Olufemi Mada, Senior investment Analyst for Morningstar investment Management who talks to us about why it has been a difficult 2018 for emerg