A guide to markets from JPMorgan’s karen ward

In this week’s Podcast Ben Gutteridge, Brewin Research Director, speaks to JPMorgan’s Chief Market Strategist, Karen Ward, in a general conversation about the major talking points in markets. Commentary covers the US economic outlook and what this means for Fed policy, the scale of the threat the US trade conflict with China is posing, the broader policy intentions from China and, of course, Brexit. The conversation regularly returns to investment strategy, determining the opportunities and threats by each respective issue.