The oil price holds the key

Charlie Morris, Investment Director at Netscape Capital, and former head of asset allocation at HSBC, joins me for a wide-ranging discussion of global market trends in my latest Money Makers podcast, one of my regular big picture discussions with leading financial market participants. We cover oil prices, politics, interest rates, value versus growth and a fair bit more in the 30-minute podcast (Charlie speaks very well and pretty fast). In his view, all the variables are connected, but it is the future path of oil prices that holds the key to your asset allocation choices now.

What the oil price does next is key