Episodes
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This week I am joined by Kallum Pickering, Chief Economist at Peel Hunt, and Sam Boot, Investment Manager, to discuss, AI, tariffs, geopolitics and the prospects for the UK
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We are joined by returning pod champion Dario Perkins, Head of Global Macro at TS Lombard, to chew the fat over where we are in the 'cycle', AI and productivity and indeed his time working with Rachel Reeves in the Treasury. Some great insight as always.
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Episodes manquant?
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Hughesy and I dissect the major developments and stories from 2024, which ultimately ended up being a good year for diversified investors. Strap in for 2025!
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QC's Global Head of Technology Ben Barringer joins us for a somewhat impromptu run through on all matters technology.
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Veteran Emerging Markets fund manager Rob Marshall-Lee joins us to explain how he looks for great Emerging Markets companies to invest in and Hughesy is reunited with his AirPod.
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Financial Planner Megan Rimmer joins us to delve into the detail of the recent changes to the pensions landscape in particular at the recent budget. We also touch on the changes to Capital Gains Tax and Business Property Relief.
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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.
- Montre plus
