We have been anticipating economic recession for some months, but the timing of the recession has so far remained elusive. Deputy CIO of multi-asset Paul Brain talks to multimedia editor Matthew Goodburn about six factors that have been delaying recession, and why things may be set to change. Paul also explains how we interpret the changing levels of government spending through our big government macro theme.
Recorded 27 September 2023
Presented by
Matt Goodburn
Multimedia editor
Paul Brain
Deputy chief investment officer of Multi-Asset
