Recession is a word that seems to have fallen off the radar of some investors in recent months, having been a hot topic last year. However, it’s back, with inflation stubbornly high and central banks still raising interest rates.
So, Tina Fong, a strategist at Schroders, joins the show to discuss the potential impact of a recession on markets and the three rules investors should consider when investing in a downturn.
RUNNING ORDER:
02:43 - Part one: The chance of a recession and Rule 1 - safety first - but don’t miss the re-rating in the market
11:29 - Part two: Rule 2 - not all equities perform equally in a recession
15:40 - Part three: Rule 3 - don’t forget commodities and this time be mindful of China’s reopening
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