Podcast #115: The big market questions – Corrections, inflation, interest rates & AI disruptions with Downing’s Simon Evan-Cook

March 26, 2025

In this episode of IFA Talk, we’re tackling some of the biggest questions in today’s global stock markets. US stockmarket indices have recently dipped to their lowest levels since last September, as concerns over tariffs, inflation, and even a potential US recession weigh on investors’ minds. Is this just a short-term correction, or the start of something more significant?

Meanwhile, the UK and US economies appear to be heading in different directions—so where do the best investment opportunities lie?

Joining Sue and Matt this week is Simon Evan-Cook, Fund Manager at Downing Fox, to break it all down. We’ll explore:

The latest on tariffs, market moves, interest rates and inflation
How AI is reshaping the investment landscape
What all this means for financial advisers, wealth managers and their clients

Tune in now to hear Simon’s ultra-practical take on what’s going on out there today. We hope that it will help you steer your way through these complex market shifts so you can enjoy client conversations with a little bit more confidence.

Listen on Spotify and Apple Podcasts.

Simon Evan-Cook

Simon Evan-Cook is an award-winning multi-asset, fund-of-funds manager. He began his career with Fidelity in the late 90s, before joining Rothschild Asset Management then Gartmore. He joined Premier Asset Management in 2006 where he built his reputation as a senior member of a highly successful multi-asset team. He joined Downing in 2022 to set up and manage the Downing Fox range of funds.

Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.