Episodit
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We are joined by former Chief of Staff to the Chancellor of the Exchequer, Adam Smith who shares some words of wisdom from his time in Whitehall, while breaking down the Autumn Statement and discussing what it really means for your money.
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Savills Investment Management’s Chief Investment Officer Andrew Allen joins us to discuss the world of property, including issues such as the rise of online retail, continued flux in the office market and the ongoing shortage of residential property.
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Fund Analyst Carly Moorhouse joins us to discuss some of the huge moves in the Chinese stock market recently following the authorities' announcement of monetary and fiscal stimulus measures. We also touch on the bigger picture in respect of the economy and financial markets.
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We record live from the FT Weekend Festival where we discuss the 'Great Wealth Transfer' with our Chief Investment Officer Caroline Simmons and Financial Planner Jo Wellman.
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The FT's markets columnist and an actual professional podcaster, Katie Martin joins us at the FT Weekend Festival for a chat as to what's happening in markets and what she's seeing across the City.
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David Mortlock, Managing Partner at Berenberg Bank, joins James and Jonathan to take a trip around the world discussing what's going in the economy and pertinent issues in financial markets. David is a big Chicago Bears American Football fan and we get into areas where he's bearish and where he's more bullish.
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Volatility is back so James and Jonathan thought it would be opportune to discuss what's been going on in markets in the last few weeks. So much for quiet August markets.
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This week, James and Jonathan delve into the all things India with Amit Mehta, Manager of the JP Morgan India Investment Trust. We discuss the favourable demographics, solid macroeconomic backdrop and the strong performance and outlook for the Indian equity market.
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Jim Reid, Managing Director and Global Head of Macro and Thematic Research at Deutsche Bank, joins James and I to talk through some pretty epic charts! We touch on Big Tech and productivity, government debt and deficits and long-term demographic changes, all of which have the potential to change the investing landscape.
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James and I chat to Panmure Liberum's Chief Economist Simon French about all things UK. We get into inflation, how the economy is doing and the discount and opportunity in UK equities. Will a potential “dullness dividend” start to be priced into UK assets?
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James and I discuss economics, financial markets and politics with Karen Ward, Chief Strategist EMEA at J. P. Morgan Asset Management. We touch on inflation, growth, Artificial Intelligence, the role of fiscal policy and how investors should be viewing the upcoming elections.
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James and I are joined by colleague and dog-lover Poppy Fox to take stock of where we are in markets and the economy. It’s been a positive start to the year for investors and we talk through some of the moving parts and drivers.
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We were thrilled to talk to Tom Slater and Claire Shaw, Manager and Portfolio Director of Scottish Mortgage Investment Trust. We discuss buying and owning some of the world's most exceptional businesses, both listed on public markets and held privately, and some of the exciting opportunities they have in the portfolio.
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This week we are joined by Nick Wood, QC's Head of Fund Research, to discuss the resurgence in the Japanese equity market after a prolonged bear market and the opportunity for investors going forward.
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Soon-to-retire Quilter Cheviot Chief Investment Strategist, Alan McIntosh joins us for some fascinating insight and highlights from his 40-year career in fund management and gives some excellent advice for those embarking on their investing journey today.
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QC Research Analysts Sheena Berry and Ben Barringer join us to discuss the current earnings season and look under the bonnet of a few of the stocks in their sectors.
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On episode 25, we are delighted to be joined by Anthony Kingsley, the Chief Investment Officer at Findlay Park Partners and co-manager of the firm’s American Fund. We discuss some of the reasons why US equities have consistently outperformed other markets and their enduring advantages and touch on some of the areas they find interesting.
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James and I are joined by Quilter Cheviot's 'Bond Man' Richard Carter. Fixed interest markets have undergone a sea change in the last two years with interest rates rising sharply and bond yields rising sharply. We discuss whether inflation was in fact 'transitory' after all, why we've not seen a recession despite widespread predictions for one (guilty as charged) and touch on some of the opportunities in bond markets.
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James and I take a look back at what happened in 2023 and highlight areas where investors did well and those areas that were more of a challenge. It was a good year for investors in the end but not all plain sailing. We also tried to look into our crystal balls at what 2024 might bring and Hughesy brings us up to speed with his New Years’ Resolutions.
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Freddie Lait, the Managing Partner at Latitude Investment Management, joins us to discuss the importance of earnings growth to equity returns, the 'Magnificent 7', the risk to profit margins and some of the areas of the market where he has found value.
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