BM Talks: Mike Bell speaks

We are joined in our latest edition of BM Talks by Mike Bell. Mike is an independent macro strategist who spent a decade at JP Morgan Asset Management where he led international investment teams and advised institutional clients on the economic outlook across asset classes. He studied Social and Political Sciences at Cambridge University and is a CFA Charterholder.

We asked:

• Why do you think the Bank of England will cut rates further?
• What drives the difference between UK and Eurozone inflation?
• Where should investors put their money for the long term?
• With the collapse of First Brands causing question marks over just how exposed everyone is to private credit, how should allocators think about non-public markets?
• Should fund managers spend more time on history and politics than economics these days?