Time in the Market

Ben Squared Podcast: 19th May 2026 – UK Politics & Investment, Featuring Graham Hook

Tue, 19 May 2026 14:00:00 +0000

In the latest Ben Squared podcast the resident pair welcome back returning favourite Graham Hook, Invesco’s Head of UK Government Relations. In a typically lively debate, the conversation centres upon the fate of our current Prime Minister and any potential changes to personnel and policy. In keeping with the Ben Squared mission, however, the discussion concludes by reviewing UK investment strategy, reflecting upon any potential political impact. This podcast was recorded on 19th May 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared Podcast: 11th May 2026 – UK Elections, US Jobs and AI Heat

Mon, 11 May 2026 14:30:00 +0000

In the latest Ben Squared podcast the resident pair briefly discuss UK Local Election outcomes before pivoting to the far meatier topic of US jobs, economic resilience and a ‘ripping’ AI trade. This podcast was recorded on 11th May 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared Podcast: “5th May 2026 – Ceasefire Breach, AI Flying, Central Bank Comms”

Tue, 05 May 2026 14:30:00 +0000

In the latest Ben Squared podcast the resident pair discuss the troubling developments in the Middle East. Specifically, the conversation focuses on both the direct and indirect fragmentation of supply chains, threatening further (and more persistent) inflationary pressure. Also on the agenda is the stunning form of AI related stocks, as well as US Federal Reserve personnel matters and Bank of England communication efforts. This podcast was recorded on 5th May 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared Podcast: 28th April 2026 – Are We Looking at Market Complacency?

Tue, 28 Apr 2026 14:00:00 +0000

In the latest Ben Squared podcast our resident pair again discuss the developments in the Middle East, particularly as it relates to investments, focusing on the disparity between what appears a more sanguine view of the equity market versus a more cautious take from the bond market. Also on the agenda is the changing of the guard at the US Federal Reserve and what the next remine may look like, along with some thoughts on interest rate policy in a busy week for the major central banks. Finally, we also offer some brief commentary on the growing appeal of, and growing calls for, nuclear energy. This podcast was recorded on 28th April 2026.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.”

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Ben Squared Podcast: 21st April 2026 – Grappling with Strait Curve Balls

Tue, 21 Apr 2026 14:00:00 +0000

In the latest Ben Squared podcast the conversation remains largely centered upon Middle East developments, with particular attention paid to the rapid change in sentiment and heightened confusion regarding the state of ‘openness’ of the Strait of Hormuz. Rather than attempt to iron out all the creases, however, the pair discuss how investment strategy can best manage this confusion, and what elements of proceedings/the data to focus upon. Time is also taken to review the latest jobs and inflation data in both the UK and US, as well as central bank communications, to determine what this may mean for the respective path for interest rates. This podcast was recorded on 21st April 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Time in the Market: Episode 38 – What's Next for AI with Ashley Oerth – Invesco Strategist

Fri, 17 Apr 2026 08:29:39 +0000

In the latest episode of our award-winning series we are thrilled to welcome a returning favourite to the podcast, Ashley Oerth – a treasured Invesco Global Market Strategist. Once again Ashley delivers a fine performance, discussing Artificial Intelligence in both an erudite and accessible manner. The conversation covers lots of ground, including a comparison of AI development and adoption versus history, thoughts on the relentless pace of AI Capex and whether the Citrini paper and surrounding SaaSpocalypse fear had merit. Of course, in keeping with the Podcast’s core ambitions, we also quiz Ashley on her AI investment strategy, addressing US concentration risks and global opportunities. Another really engaging conversation from this prestigious Invesco talent.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 13th April 2026

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Ben Squared Podcast: 14th April 2026 – The Middle East – Positive Steps?... And ‘Other’ data

Tue, 14 Apr 2026 14:00:00 +0000

In the latest Ben Squared podcast our resident pairing again discuss the developments in the Middle East and the impact upon investment strategy. No doubt the news flow is volatile and erratic but, on balance, the duo gently lean into what ‘could be’ an improving situation. The conversation also reflects on the early signals from earnings season and the latest inflation data, whilst also debating the potential relevance of this data in the face of the Middle East conflict. This podcast was recorded on 14th April 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared Podcast: 7th April 2026 – How Can Stock Markets Make Progress From Here?

Tue, 07 Apr 2026 14:00:00 +0000

In the latest Ben Squared podcast our resident pairing discuss the prospect for stock markets in a perilous moment for US and Iranian negotiations. The conversation focuses on whether gains can be made even in the absence of a formal and clear de-escalation, though some time is made for a ‘modest’ good news story amidst UK economic fret. This podcast was recorded on 7th April 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.”

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Ben Squared Podcast: 31st March 2026: The Middle East Impact: Is Now the Time to Sell Everything?

Tue, 31 Mar 2026 14:00:00 +0000

In the latest Ben Squared podcast our resident expert guest, Ben Jones (Invesco Global Head of Research) has to deal with a panic-stricken host who is minded to liquidate his entire portfolio – selling equities, bonds and gold…. The lot! How will our guest respond? This podcast was recorded on 31st March 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared Podcast: 24th March 2026: Middle East Scenario Analysis, Long-term Strategy and the UK Mortgage Market

Tue, 24 Mar 2026 15:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss potential ‘high level’ scenarios for how the Middle East conflict may unfold, accompanied by probabilities, market predictions, and a whole heap of caveats and disclaimers. This scenario analysis is then discussed in the context of longer-term investment strategy, and the impact that has (or hasn’t) had. Finally, some time is dedicated to the UK mortgage market which is moving at quite a pace and presenting an increasing threat to the UK economy.

This podcast was recorded on 24th March 2026.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared Podcast: 17th March 2026: The Middle East, Investment Strategy and Central Banks’ Reaction

Tue, 17 Mar 2026 07:54:56 +0000

In the latest Ben Squared podcast the resident pairing discuss the latest, investment relevant developments in the Middle East, and the impact upon investment strategy. The duo also reflect on a busy week ahead for Central Banks, anticipating interest rate decisions and communications, but also speculating how policy may evolve as we move through the year. This podcast was recorded on 16th March 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Time in the Market: Episode 37 – Investment Strategy for Today and Tomorrow with RBC Brewin Dolphin Chief Strategist, Guy Foster

Mon, 16 Mar 2026 06:00:00 +0000

In the latest episode of our award-winning series we are thrilled to welcome one of UK Wealth Management’s most lauded investment thinkers and strategists, Guy Foster, Chief Strategist at RBC Brewin Dolphin. The conversation begins with a review of the host’s and Guy’s overlapping working history, before a quick pivot to how Guy is approaching and managing the current geopolitical stress within his own investment strategy. As one might expect, some time is taken over this difficult and challenging task, but there is still room in the second half of the conversation to learn some of Guy’s more considered thoughts to approaching investment. The impact of passive investing, the rise of a more aggressive retail investor and an observation for active managers features…and more. A thoroughly engaging and thought-provoking conversation, of use for both immediate and future obstacles confronting investors.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 12th March 2026

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Ben Squared Podcast: 10th March 2026: The Rotation Trade and Bond Market Latest

Tue, 10 Mar 2026 12:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss the market’s increasing perception of a more drawn out conflict in the Middle East. What does this mean for the rotation trade, what does this mean for inflation and is the bond market reaction fair? This podcast was recorded on 9th March 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared Podcast: 2nd March 2026: The Middle East Conflict and Investment Strategy

Mon, 02 Mar 2026 15:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss the dramatic developments in the Middle East, covering the market reaction across the major asset classes, the considered potential scenarios, and the overall impact upon investment strategy. This podcast was recorded on 2nd March 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared Podcast: 24th February: US Trade Policy, the Tech Wreck and UK Data

Tue, 24 Feb 2026 15:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss the dramatic developments in US Trade policy, analysing both the SCOTUS ruling and the (more complex) POTUS response. Of course, as always, our focus is on the potential, and enduring, investment consequences. From there the conversation pivots to the ongoing rout in the Software segment of the US stock market, and whether an opportunity is emerging. To conclude the duo reflect on the recent UK data, and to the extent this might illicit a more dovish position from the Bank of England. This podcast was recorded on 24th February 2026.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Time in the Market: Episode 36 – Gilts and UK Corporate Bonds with Fund Manager Tom Hemmant

Thu, 19 Feb 2026 16:00:00 +0000

In the latest episode of our award-winning series we are thrilled to welcome one of Invesco’s most respected Fixed Income Fund Managers, Tom Hemmant, to the podcast. With a focus on the UK, the conversation covers the prospects for the economy, public finances, interest rate policy and, ultimately, the gilt market. Much of the conversation, however, is dedicated to the condition and health of the Sterling Investment Grade bond market, debating the value within the asset class at large, before taking a deeper dive into the Financials, Utilities and Real Estate sectors. Another really insightful conversation on this highly relevant and important segment of capital markets, and from a genuine investment expert.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 17th February 2026

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Ben Squared: 17th February: US Inflation, US Jobs & AI

Tue, 17 Feb 2026 13:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss arguably the three most important macro drivers of capital markets, US Inflation, US Jobs and Artificial Intelligence. Specifically the conversation reflects on the recent data and why inflation data is printing a little more benign and the jobs data is a little more perky. The conversation then transitions to the topic of AI and how supportive, or perhaps threatening, this theme is to the labour market health. As is often the case, we conclude with comments on how the topics discussed are shaping our investment strategy.

This podcast was recorded on 16th February 2026.

*This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

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Ben Squared: 10th February 2026: AI Upheaval, Political Turmoil, Yet Markets Calm

Tue, 10 Feb 2026 15:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss the dramatic domestic political news flow alongside the relative calm we have seen in currency and bond markets.

In addition, the duo debate the difficult period many AI related stocks are enduring, though again note the overall resilience of broader stock market performance - the rotation trade away from the loosely defined US Technology sector continues. Time is also afforded to review the stock market and currency impact of the Japanese election outcome, heightening political pressure for the incoming Fed Chair and the Bank of England’s dovish turn.

This podcast was recorded on 9th February 2026.

This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

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Ben Squared: 2nd February: We Need to Talk About Markets

Mon, 02 Feb 2026 16:15:00 +0000

In the latest Ben Squared podcast the resident pairing discuss the dramatic moves we are seeing both from an asset class level and beneath the surface. We also offer comment on the official nomination for Federal Reserve Chair, Kevin Warsh, and the degree to which his reputation as a ‘hawk’ will prove justified.

This podcast was recorded on 2nd February 2026.

This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Time in the Market: Episode 35 – David Aujla - Asset Allocation and Implementation

Thu, 29 Jan 2026 04:00:00 +0000

In the latest episode of our award-winning series we are thrilled to welcome Invesco’s David Aujla back to the Podcast. David manages the Multi Asset Fund range at Invesco as well as the Model Portfolio Services. Within another engaging and entertaining conversation, David tackles the important high-level questions, including his asset allocation preferences, his regional preferences and his management of Geopolitical news flow. In addition, we also learn some very interesting insights on David’s implementation strategy, where he is seeking to find incremental returns for clients, both tactically and structurally.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 26th January 2026

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Ben Squared: 28th January 2026: What Can Stop These Markets??

Wed, 28 Jan 2026 04:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss the sensational form of both equity markets and precious metals, discussing what conviction remains to continue backing these assets and what risks are lurking… or even building? We also offer comment on the evolving expectations for the new US Federal Reserve Chair. This podcast was recorded on 27th January 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 19th January 2026: Greenland and its Impact on Investment Strategy

Mon, 19 Jan 2026 15:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss the impact of President Trump’s pursuit of Greenland, on both current market form and longer-term investment strategy.

This podcast was recorded on 19th January 2026.

This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

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Ben Squared: 13 Jan 2026 - Fed Chair, Iran & (plenty) More

Tue, 13 Jan 2026 15:00:00 +0000

In arguably the busiest Ben Squared podcast to date the pair cover off the drama surrounding the (current) Fed Chair, the US Jobs Report, the health of the US economy, Trump’s call for capping credit card lending rates, the start of US earnings season, speculation over the sovereignty of Greenland, the Iranian uprising, European fiscal stimulus and broad investment strategy… phew! This podcast was recorded on 13th January 2026. This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 7th Jan 2026: Venezuela, US Unemployment and UK Stock Market Momentum

Wed, 07 Jan 2026 04:00:00 +0000

In the first Ben Squared podcast of 2026, the resident pairing discuss the market impact of the startling US military operations in Venezuela, ‘our’ out of consensus call for lower US unemployment in 2026, and the great momentum UK stocks are currently enjoying. This podcast was recorded on 6th January 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 22nd Dec 2025: A Year in Review and Which Calls Remain in 2026?

Mon, 22 Dec 2025 16:21:44 +0000

In the latest Ben Squared Podcast the resident pairing discuss review the major 2025 investment calls from the podcast, primarily as a means to entertain - and either celebrate or chastise our expert guest, Ben Jones - but also as a platform to debate which calls will remain and which will be abandoned in 2026. This podcast was recorded on 22nd December 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Episode 33 - A US Macro Market Outlook with Brian Levitt: Invesco Chief Global Market Strategist

Thu, 18 Dec 2025 04:00:00 +0000

In the latest episode of our award-winning series we are thrilled to welcome Brian Levitt, Invesco’s Chief Global Market Strategist, to the Podcast. Though all too ready to discuss global matters, given Brian’s locale (NYC), we take the opportunity to really lean into the US story. Up for debate are the economics, the politics and monetary policy in the region, however, the focus, as always, is the investment case. Time is spent on the prospect of an AI bubble, of Goldilocks, on Growth Vs Value on Large Vs Small and on sector preferences. The conversation is conducted at a very nice pace with Brian performing in his usual high energy and erudite manner.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 12th December 2025.

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Ben Squared: 16th Dec 2025: AI Stocks, Fed Dissent and Global Central Bank Policy

Tue, 16 Dec 2025 04:00:00 +0000

In the latest Ben Squared Podcast the resident pairing discuss the market outlook for 2026. Can “In the latest Ben Squared Podcast the resident pairing discuss another lively week for stock markets as AI shares take centre stage, once again, for good (and some less good) reason. We also cover the Fed’s interest rate decision last week and the recurring dissent from within that cohort. Finally, we pivot to expectations for a busy week for central bank policy decisions and accompanying guidance. This podcast was recorded on 15th December 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 9th Dec 2025: Market Outlook 2026

Tue, 09 Dec 2025 04:00:00 +0000

In the latest Ben Squared Podcast the resident pairing discuss the market outlook for 2026. Can equities continue to perform, and which markets might perform the best? Is there an AI bubble and is it set to burst? What about recessionary threats and central policy choices that lay ahead? Finally, which currencies and bond markets look the most (and least) appealing? This podcast was recorded on 8th December 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 3rd Dec 2025: Market Recovery, Central Bank Moves and is Cash really King?

Wed, 03 Dec 2025 17:08:11 +0000

In this latest weekly Ben Squared Podcast the pairing return to the usual course of business, discussing recent market form, central bank policy expectations and broad investment strategy. The conversation concludes, however, with an informed argument/tirade/rant from resident expert, Ben Jones, on the frustrations regarding UK savers’ high allocations to cash. This podcast was recorded on 3rd December 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 27th Nov 2025: Budget Outcomes – Economic & Investment Consequences

Thu, 27 Nov 2025 15:55:06 +0000

As promised, the latest Ben Squared podcast sees the resident pairing, plus Graham Hook, Invesco’s Head of UK Government Relations and Public Policy, offer an immediate review of this week’s Budget. The thrust of the conversation is to review the political and economic consequences of the Budget, as well as to discuss and impact on investment strategy. This podcast was recorded on 27th November 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 25th Nov: Budget Speculation & Investment Consequences

Tue, 25 Nov 2025 04:00:00 +0000

In the latest Ben Squared podcast the resident pairing are joined by a very special guest, namely Graham Hook, Invesco’s Head of UK Government Relations and Public Policy and former special adviser to a previous Government. The conversation covers expectations for the imminent UK Budget, looking at both ‘likely’ policy outcomes and potential investment consequences. This podcast was recorded on 24th November 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Episode 33 – Innovative Asset Allocation Thinking with BCA’s Dhaval Joshi

Mon, 24 Nov 2025 04:00:00 +0000

In the latest episode of our award-winning podcast series we are thrilled to host Dhaval Joshi, the Chief Editor of BCA Research’s Counterpoint Strategy Service. This novel publication takes a fresh and innovative approach to Asset Allocation and Investment Strategy, though the conclusions are grounded in some very simple logic and makes for some very convincing reading. We talked to Dhaval about his approach and how this is shaping his current thoughts on broad Asset Allocation, before getting into specific topics such as the potential AI bubble, the bond market, gold and UK equities. A really fascinating and thought-provoking interview – thank you Dhaval and BCA Research.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 17th November 2025.

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Ben Squared: 18th Nov: Westminster, Market Consolidation & the Shutdown Conclusion

Tue, 18 Nov 2025 04:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss the “hokey cokey” in Westminster, whether the stock market’s recent form has really been as weak it ‘feels’ and then what steer we should take from material ‘Bitcoin’ weakness. The conversation concludes with thoughts on what the end to the US shutdown means from an economic perspective but also, and arguably more importantly, in relation to the slew of data investors and Central Banks will now have to chew on. This podcast was recorded on 18th November 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 11th Nov: Bubble Talk, US Labour Markets and UK Interest Rates

Tue, 11 Nov 2025 04:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss the fear of ‘bubbles’ and ‘bubbles bursting’, in light of recent market weakness. The duo then move on to discuss some of the mixed data emanating from US labour markets, before concluding with some investment takeaways from last week’s ‘Budget guidance’ speech from our Chancellor. This podcast was recorded on 10th November 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 4th Nov 2025: Fed Cuts, the Dollar, A.I. Earnings

Tue, 04 Nov 2025 17:03:26 +0000

In the latest Ben Squared podcast the resident guest (Ben Jones) joins from his NYC office quarters, as he and resident host (Ben Gutteridge) discuss the latest Fed Policy moves and communications, the stablisation in the dollar and Earnings Season thus far. This podcast was recorded on 3rd November 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Episode 32 – Global Smaller Companies with Invesco’s Michael Oliveros

Thu, 30 Oct 2025 04:00:00 +0000

In the latest episode of our award-winning podcast series we are thrilled to host Michael Oliveros, Invesco’s Head of Global Smaller Companies. In a wide ranging discussion the pair debate the appeal of, and the common arguments against, Global Smaller Companies. The conversation is both macro in nature, touching on economic conditions and valuations, but also opportunistic, with a heavy dose of sector, regional and thematic opportunities discussed. There is also an entertaining opening, as we learn more about the history of our guest, and the formulation of his investment approach.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 24th October 2025.

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Ben Squared: 28th Oct: Market Strength, Dollar Sideways, Gold Under Pressure

Tue, 28 Oct 2025 04:00:00 +0000

In the latest Ben Squared podcast, the resident pairing discuss the return to form for stock markets and the part US Trade Policy, Earnings Season and inflation data have played. The conversation then covers the latest expectations for the Federal Reserve and the potential impact on, what is starting to look like, a ‘stale’ dollar-bearish call. The conversation concludes with some comment on gold after last week’s reversal. This podcast was recorded on 27th October 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 21st Oct 2025: Regional Banks, Cockroaches and UK Data

Tue, 21 Oct 2025 14:17:47 +0000

In the latest Ben Squared podcast, the resident pairing discuss the latest tremors hitting markets, specifically the noise surrounding US Regional Bank fragility. In addition, the conversation covers the latest US earnings releases and what read they offer on the health of the US economy, before a fleeting comment on the (lack of) progress toward ending the US government shutdown. The conversation concludes with comment on recent UK data releases, and how this may influence interest rate policy. This podcast was recorded on 20th October 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 14th Oct 2025: Tarriff Sell Off, Shutdowns, Gold, Crypto & Japan

Tue, 14 Oct 2025 03:00:00 +0000

In the latest Ben Squared podcast, and following a 2 minute ‘praise shower’ following Ben Jones ‘Promo’, the pair eventually settle into a broad conversation on recent market news flow. Kicking off with Friday’s sell off and US/China tariff news, the duo then pivot to the ongoing US Shutdown, speculating how the politics may unfold before reviewing the impact upon data delivery and the potential consequences for the Fed. The conversation then turns to gold and its unrelenting march higher, before naturally moving onto digital gold i.e. crypto. The conversation concludes with some brief insight into the latest on Japanese politics and the market reaction.

This podcast was recorded on 13th October 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 7th October: US Shutdown, Japanese Politics and the Everything Rally

Tue, 07 Oct 2025 03:00:00 +0000

In the latest Ben Squared podcast the resident pairing review whether it is still appropriate to largely ‘ignore’ the US Government Shutdown, at least from an investment perspective. From there the duo ponder how the US Federal Reserve is managing in the absence of some important data the government would ordinarily provide, particularly at a moment when decision making is so finely balanced. The discussion then pivots to Japan where political developments appear to be having a material impact on markets, before a broad discussion general market strength. Finally, the Bens discuss what risks are lurking to undermine this period of (phenomenal) appreciation from capital markets.

This podcast was recorded on 6th October 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 1st Oct 2025: Europe’s (markets) on Fire – Are US Investors Terrified?

Wed, 01 Oct 2025 03:00:00 +0000

In the latest Ben Squared podcast the resident pairing review another positive quarter for stock markets, drawing on some remarkable similarities between capital market performance and that of the respective Ryder Cup teams this weekend past. The discussion then turns to the prospect of a US government shutdown and the degree of market relevance (if any) before rounding out with a review of gold in what has been a remarkable year for the yellow metal. This podcast was recorded on 30th September 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Episode 31 – A Digital Assets Workshop with Ashley Oerth – The Blockchain, Crypto and Stablecoin

Mon, 29 Sep 2025 03:00:00 +0000

In the latest episode of our award-winning podcast series we are thrilled to host Ashley Oerth, an Invesco Global Market Strategist and highly experienced Digital Asset analyst. In a highly informative and engaging discussion on this extremely topical area, the conversation offers something for everyone with interest in this field. Ashley begins by sharing an explanations/reminder of what the blockchain is and how it is linked to crypto currencies, before offering more detail on the differences, opportunities and risks between each ‘crypto’. We then pivot to stablecoin for a further introductory session on how it is structured and its features, before going into more detail on how stablecoin might continue to grow and whether they pose any level of threat to the financial system. A wonderful way to be both introduced to this topic and enjoy some deeper learning.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 23rd September 2025

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Ben Squared: 24th September: Fed Cuts, Fed Divergence and Market Strength

Wed, 24 Sep 2025 07:42:54 +0000

In Invesco’s latest Ben Squared podcast our resident pair discuss the outcome of the latest US Federal Reserve meeting, focusing on their change in policy guidance and economic forecasts. The conversation then returns to the topic of Fed independence before concluding with some thoughts on market strength and analogies with history. This podcast was recorded on 23rd September 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 16th September: Central Bank Anticipation

Tue, 16 Sep 2025 03:00:00 +0000

In Invesco’s latest Ben Squared podcast our resident pair discuss expectations for a busy week for Central Banks. In focus is the US Federal Reserve, reviewing who may be in attendance, how they may vote and what guidance we can expect for the future of interest rate policy. Dissention from our guests and Fed Board members is to be expected! This podcast was recorded on 15th September 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns

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Ben Squared: 10th September: US Rate Cuts… But How Many?

Wed, 10 Sep 2025 03:00:00 +0000

In Invesco’s latest Ben Squared podcast our resident pair discuss the latest US Jobs Report and whether it is nail in the coffin of our ‘No US rate cuts in 2025’ call? The conversation also reviews the health of the US jobs market and consumption prospects, as well as inflationary dynamics, setting us up for a debate about the path of US interest rates in the coming months and quarters. The conversation then pivots to the equity market, offering insight on why stocks have generally maintained decent upward momentum, before a brief review of investment strategy and fund flows. The conversation concludes with some glancing (but still informative) commentary on French political developments and whether this presents a systemic threat to broader capital markets.

This podcast was recorded on 9th September 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 3rd September: Reviewing Dollar Caution

Wed, 03 Sep 2025 06:25:50 +0000

In the latest Ben Squared podcast the resident pairing discuss the ongoing travails at the Federal Reserve and the degree to which this story may yet impact capital markets. The focus of the conversation, however, resides in the dollar debate. The cautious view on the greenback, held by our resident guest, is challenged, with US economic resilience and European/UK economic and political uncertainty at the core of the counterview.

This podcast was recorded on 2nd September 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 27th August: A Dovish Turn at the Fed?

Wed, 27 Aug 2025 03:00:00 +0000

In the latest Ben Squared podcast the resident pairing discuss the outcome of the recent Jackson Hole Central Bank Symposium with the star turn from Fed Chair, Jay Powell, the focus. In the debate we reflect on the dovish interpretation from the market whilst offering our own independent assessment of the speech. The discussion then moves on to cover the recent drama between FOMC Board (and Interest Rate Voting) Member, Lisa Cook, and President Trump. Here we look to determine the degree to which this issue may complicate the path for interest rate policy, both in the near term and in the future. The interest rate debate concludes with some analysis on the market’s take for rate cuts over the next 12 months. The podcast finishes with a review of investment strategy, not least given what a big week it is for US Mega Cap Tech earnings releases.

This podcast was recorded on 26th August 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 20th August: Fed Chair, Inflation and Investment Strategy

Wed, 20 Aug 2025 09:15:28 +0000

In the latest Ben Squared podcast the resident pairing discuss the latest ‘noise’ surrounding Fed Chair nominees and what useful (if any) market signals lie within. This topic offers a neat segway into an inflation debate before rounding out on ‘central bank matters’ with some anticipatory thoughts on the Jackson Hole Symposium. The podcast concludes with a review of investment strategy.

This podcast was recorded on 20th August 2025. *This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.”

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Episode 30 – Critical Thinking with Dr Pippa Grange

Thu, 14 Aug 2025 07:27:49 +0000

In the latest episode of our award-winning podcast series we take a pivot away from an exclusive investment conversation and, instead, turn to a crucial soft skill, Critical Thinking. To help explore this important topic we are privileged to host Dr Pippa Grange, a lauded applied psychologist and author, and former Head of People and Team Development at The Football Association. The conversation is truly fascinating, delivered by a genuine expert, covering the importance of critical thinking, sharing real life examples (such as with the England Football Team) and offering practical advice on how to develop and apply these skills.

This podcast is for UK Professional Investors Only. Capital at Risk.

Invest in your most valuable asset. Yourself. Explore CPD-accredited learning hub, Invesco Intelligence Plus, combining the investment, business and soft-skill training you need to get the best return. Watch Dr Pippa Grange’s module, the art of critical thinking, here.

This podcast was recorded on 21st November 2024.

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Ben Squared: 13 August: UK Economic Outlook & Investment Strategy

Wed, 13 Aug 2025 06:53:34 +0000

In the latest Ben Squared podcast the resident pairing pivot to a more focused conversation on the UK. Up for debate is the interest rate outlook and the relatively even split at the Bank of England, as well as some broad commentary about the backdrop for inflation and health of the labour market. The conversation concludes with some comments on how these views are reflected in our investment strategy when looking at stock, bond and currency markets.

This podcast was recorded on 11 August 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 6 August: Jobs, The Fed & Earnings

Wed, 06 Aug 2025 03:00:00 +0000

In the latest Ben Squared podcast the original duo is back in control, reviewing what has been a remarkable week for economic data and ‘events’. The focus is the US jobs report and consequences for Fed policy, though some time is taken to review the live debate over ‘data quality’ and ‘personnel’ within this realm. The conversation concludes with a look at earnings and impact (or not) of tariffs.

This podcast was recorded on 5 August 2025. *This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns

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Ben Squared: 30 July: What are investors buying, and why are they buying it? A look at ETF flows

Wed, 30 Jul 2025 03:00:00 +0000

In the latest Ben Squared podcast, Ben Jones hosts his longtime friend and colleague Chris Mellor as they discuss what ETF investors are buying and selling, trade deals, and why the latest economic data point to economic resiliency.

This podcast was recorded on 29 July 2025. *This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns

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Ben Squared: 23 July 2025: What did Ben miss, and what is going on in Real Estate?

Wed, 23 Jul 2025 03:00:00 +0000

In the latest Ben Squared podcast Ben Jones steps into the role as host and is joined by Mike Bessell from Invesco’s Real Estate Team. Ben and Mike discuss what they see in US and UK inflation data and whether their views have changed in recent weeks. Mike then offers a deep dive into the global real estate market, changes in pension regulations towards alternatives, and where real estate flows are heading now.

This podcast was recorded on 22 July 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 16th July: A Multi-Asset Update with David Aujla

Wed, 16 Jul 2025 07:18:23 +0000

In the latest Ben Squared podcast we welcome special guest David Aujla, a Multi-Asset Fund Manager from Invesco to the studio. The focus of the conversation, following a brief intrusion from an additional (high profile) touring guest, is on portfolio ‘implementation’. Specific areas of coverage include managing ‘Mag 7’ exposure, the active v passive debate and the merits (or not) of small caps. A highly informative update, and great fun too. This podcast was recorded on 15th July 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 9th July: A UK Political Update with Graham Hook

Wed, 09 Jul 2025 03:00:00 +0000

In the latest Ben Squared podcast we welcome a returning guest to the studio, in the form of Graham Hook – Invesco’s Head of UK Government Affairs. As (likely) anticipated, the conversation focuses on the drama of recent policy U-turns by the government and the potential fiscal and economic consequences. Time is made, however, to discuss wider policy decisions and intentions, as well as the health of both the Conservative and Reform parties.

This podcast was recorded on 8th July 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.”

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Episode 29 – Geopolitics & Investment with Marko Papic

Tue, 08 Jul 2025 03:00:00 +0000

In the latest episode of our award-winning podcast series we are privileged to host Marko Papic, lauded Geopolitical Investment Strategist, author, media star and author. In a fast-paced, insightful and highly entertaining conversation we discuss how US politics, fiscal and monetary policy are shaping Marko’s view on the equity, bond and currency markets – with a particular focus on the dollar. Thoughts and investment insights on the Middle East and Russia/Ukraine crisis also feature. A really enjoyable and informative conversation running slightly longer than our usual form – but we felt we could not waste the opportunity!

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 1st July 2025

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Ben Squared: 1st July: Market Strength and German progress

Tue, 01 Jul 2025 03:00:00 +0000

In the latest Ben Squared podcast we begin by discussing the ‘investment learnings’ from the recent Middle East flare up. We then pivot to a review of the driving forces behind global stock market strength, with many international indices approaching and/or attaining all-time highs. The conversation then concludes with some analysis of the recent German budget and NATO summit, picking out the most market relevant elements.

This podcast was recorded on 30th June 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.”

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Episode 28 – Global Equities with Invesco’s Stephen Anness

Thu, 26 Jun 2025 03:00:00 +0000

In the latest episode of our award-winning podcast series we take the opportunity to discuss the risks and opportunities that present within the global equity universe. In a blended macro and micro conversation, we begin by reviewing the impact of US Trade Policy, European/German Fiscal and recessionary threats on Stephen’s investment strategy. We then flip to a sector and stock specific debate, covering Financials, Healthcare and the Energy sector. And no conversation with Invesco’s Global Equity would be complete without a review of 3i and Broadcom – so we sneak that in there too. A really enjoyable and informative 40 minutes covering a huge amount of ground.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 23rd June 2025.

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Ben Squared: 24th June: Oil, Equities, Central Banks and Gold

Tue, 24 Jun 2025 07:03:48 +0000

In the latest Ben Squared podcast we discuss the troubling developments in the Middle East, focusing on the consequences for the oil price and global equities. We then reflect upon last week’s policy choices and communications from the US Federal Reserve and Bank of England, before concluding with some comment on gold.

This podcast was recorded on 23rd June 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 17th June: Geopolitics and the Market Reaction

Tue, 17 Jun 2025 03:00:00 +0000

In the latest Ben Squared podcast we briefly discuss developments in the Middle East before focusing on both the typical and atypical market reactions. In the final segment of the podcast we look ahead to a host of Central Bank meetings this week, reflecting upon how recent data may impact decision making for the remainder of the year.

This podcast was recorded on 16th June 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.”

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Ben Squared: 11th June: Mid-Year Review and Outlook

Wed, 11 Jun 2025 03:00:00 +0000

In the latest Ben Squared podcast we discuss the major investment themes/calls of the year and whether they still hold, chiefly Equities over Bonds, International Equities over US Equities, dollar bearishness, gold bullishness and zero rate cuts from the Fed (in 2025).

This podcast was recorded on 10th June 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 3rd June 2025: Trade Policy, Fiscal Dynamics and Trade

Tue, 03 Jun 2025 03:00:00 +0000

In the latest Ben Squared podcast we begin by reviewing recent developments in US Trade Policy as US courts make a remarkable intervention. From there we move on to the latest updates on the One Big Beautiful Bill, and potential consequences for US debt and monetary policy. We also take some time to review the policy dynamics between President Trump and the Fed Chair before concluding with a reminder of current investment strategy.

This podcast was recorded on 2nd June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 28th May 2025: Equities, Treasuries and the Bank of England

Wed, 28 May 2025 03:00:00 +0000

In the latest Ben Squared podcast we begin by reviewing recent developments in US Trade Policy as a familiar approach is undertaken with the EU. From there we pivot to the bond market where a more expansive US fiscal agenda seems to be meeting the ire of Treasury holders.

This podcast was recorded on 27th May 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

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Ben Squared: 20th May 2025: Equities, Treasuries and the Bank of England

Tue, 20 May 2025 03:00:00 +0000

In the latest Ben Squared podcast we begin by reviewing the recent stock market strength, primarily in the context of evolving US trade policy, before pivoting to a potentially more worrying backdrop for US Treasuries. To finish we debate the Bank of England’s interest rate strategy considering the strengths and weaknesses within the UK labour market.

This podcast was recorded on 19th May 2025. *This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns

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Episode 27 – Revisiting UK Equities with Invesco’s Beth Shard

Thu, 15 May 2025 03:00:00 +0000

In the latest episode of our award-winning podcast series we take the opportunity to revisit UK equities which may just be starting to capture the interest of both domestic and international investors. Joining the conversation and providing expert insight, we are delighted to welcome Beth Shard from Invesco’s UK equity team. In the discussion Beth is asked for her thoughts on the health of the UK economy in light of the general perception of gloom, before we pivot to the condition of the UK Stock Market and the opportunities that may present within it. Specifically, some time is taken to review the prospects for National Grid, Imperial Brands and the UK Healthcare Sector. A thoroughly enjoyable and insightful 30 minutes!

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 8th May 2025.

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Ben Squared: 13th May 2025: Deals, Deals, Deals

Tue, 13 May 2025 03:00:00 +0000

In the latest Ben Squared podcast we reflect on the promising developments unfolding in trade policy, both from the US and the rest of the world! Incorporating this progress we then review recent decisions and communications from the US Federal Reserve and the Bank of England.

This podcast was recorded on 12th May 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 7th May 2025: Conflicting Data and the Market Recovery

Wed, 07 May 2025 03:00:00 +0000

In the latest Ben Squared podcast we revisit the conflict between resilient hard data and despondent levels of sentiment within the economy. From there we reflect on how such challenges may shape central bank policy, before concluding with a review of our current investment strategy.

This podcast was recorded on 6th May 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 30th April 2025: Easing Trade Policy? And Hard vs Soft Data

Wed, 30 Apr 2025 03:00:00 +0000

In another busy Ben Squared podcast we first reflect on Trump’s ‘remarkable’ first 100 days in office, before pivoting to (what appears) a further easing in trade tensions, before revisiting the challenge to US exceptionalism. We conclude with thoughts on the conflict between resilient hard data (such as Retail Sales) and collapsing soft data (such as consumer confidence). As always, the conversation also offers insights into current investment strategy.

This podcast was recorded on 29th April 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 23rd April 2025: Job Security at the Fed and Safe Havens

Wed, 23 Apr 2025 03:00:00 +0000

In this latest Ben Squared podcast, and with markets continuing to struggle, we discuss the burgeoning concerns over recessionary risks, but also the extent to which there are positive offsets (if any?). From there we pivot to the increasing pressure being placed upon the Federal Reserve, and its Chair, by the US Trump Administration to cut interest rates. We conclude by bringing both elements together and to reflect on the virtues of what many consider to be ‘safe haven’ assets, such as Treasuries, Bunds and Gold.

This podcast was recorded on 22nd April 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.”

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Episode 26 – Emerging Markets Amidst Trade Uncertainty, with Fidelity’s Chris Tennant

Thu, 17 Apr 2025 03:00:00 +0000

In the latest episode of our award-winning podcast series we take a deeper dive into the Emerging Markets. As is usual, the primary focus is to gain a deeper understanding of economic conditions, and to review the investment opportunities and risks that currently present within the asset class. Joining to provide expert analysis, we’re delighted to welcome Chris Tennant, a highly regarded Emerging Market Fund Manager from Fidelity. More specifically on content the conversation centres upon China, however, we do leave plenty of time for thoughts on India, Brazil and Vietnam. This discussion is particularly relevant given the dramatic shifts seen in US Trade Policy of late, and the Trump Administration’s focus on ‘dealing’ with the China trade imbalance.”

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 14th April 2025.

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Ben Squared: 16th April 2025: Tariff Update and Thoughts on US Treasuries

Wed, 16 Apr 2025 03:00:00 +0000

In this latest Ben Squared podcast we are compelled to continue the discussion on US Trade Policy as a gradual easing in the Trump Administration’s approach offers some relief to markets – at least in the very short-term. Of course, uncertainty remains over the final destination for tariff settings, and a discussion over recessionary threats is necessary. To conclude the conversation, a debate is had over the utility of bonds as a diversifying asset in the face of a recession, highlighting the threat of adhering to prior ‘rules of thumb’. This podcast was recorded on 15th April 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 9th April 2025: Global Recession Risks and Finding a Market Bottom

Wed, 09 Apr 2025 03:00:00 +0000

In this latest podcast our focus remains on the fallout from US Trade Policy, analysing the degree to which recessionary risks have risen and the potential policy response. Discussions do not centre entirely on the US, however, indeed time is taken to review how other important regions are managing this challenge and executing their own fiscal agenda, independent of trade disruption. We conclude with comments on how stock markets ‘may’ begin to form a bottom – though recognising downside risks are still material.

This podcast was recorded on 8th April 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 4th April 2025: Liberation Dismay!

Fri, 04 Apr 2025 13:05:00 +0000

In this special/bonus addition of the Ben Squared podcast, we discuss the market turmoil in response to the dramatic developments in US Trade Policy. The conversation begins with an analysis of the market reaction, and where it has been more or less rational, before turning to a broader debate on recessionary risks and the challenge for monetary policy decision makers. The conversation concludes with thoughts on investment strategy, particularly focusing on the dollar and regional equity allocations.

This podcast was recorded on 4th April 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 2nd April 2025: Liberation Day!

Wed, 02 Apr 2025 03:00:00 +0000

In this latest Ben Squared podcast we discuss the potential impact of US Trade Policy on regional economic activity and global markets, reflecting on both near term history but also (much) further into the past. We do not treat ‘Liberation Day’ as an isolated event, however, taking into context other important trends, particularly as it relates to relative fiscal policy.

This podcast was recorded on 1st April 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 25th March 2025 : Market Stabilisation, The Dot Plot and Capital Flows

Tue, 25 Mar 2025 04:00:00 +0000

In this latest Ben Squared we begin by discussing the modest calm we are seeing in news flow and market performance, at least relative to a dramatic start to the year? We then pivot to a discussion on the Federal Reserve’s changes to its economic and interest rate projections, and the extent to which these are supporting/impeding market sentiment. Next we discuss capital flows, and the extent to which this is shaping investment performance, and the extent it may do so into the future? Finally, we offer a few glancing comments on this week’s UK Spring Statement, and how economic performance intertwines (or not) with market returns.

This podcast was recorded on 24th March 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 18th March 2025: Europe’s Expansion and Outperformance, plus thoughts on Bonds

Tue, 18 Mar 2025 04:00:00 +0000

In this latest Ben Squared we begin by discussing the momentum behind the European/German fiscal expansion and market outperformance, and if there is scope for disappointment? We then pivot to discussion over US market performance and whether weakness can persist and how international markets may react. Finally, we revisit the utility of bonds in what (in very recent times) appears a breakdown in the diversification benefits of the asset class.

This podcast was recorded on 17th March 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Episode 25 – All Eyes on European Equities, and some on Oliver Collin

Mon, 17 Mar 2025 04:00:00 +0000

In the latest episode of our award-winning podcast series, and after a reasonable hiatus, we return to the topic of European Equities, arguably the hottest global equity market right now. Our expert guest is also a returning favourite, Oliver Collin, a European Equity Fund Manager at Invesco. The discussion is pretty far reaching, covering both economic and market conditions in light of the recent German ‘development’, but also some sector and stock discussion on a similar thread. A lively debate on both the prospects and concerns for investing in European Equities right now.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 12th March 2025

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Ben Squared: 12th March 2025: Investment Anxiety, Europe’s Progress and the Threat of US Recession

Wed, 12 Mar 2025 04:00:00 +0000

In this latest Ben Squared we begin by reflecting on current market jitters and whether this a moment to act with greater caution, or if there are sufficiently compelling reasons to hold one’s nerve. Following this, we take a closer look at Europe’s efforts to stimulate its economy, focusing on the policy announcements out of Germany. We then conclude with some US based analysis, reviewing whether the threat of imminent US recession is legitimate or if the ‘weak’ data can be explained by seasonal/idiosyncratic events.

This podcast was recorded on 11th March 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Ben Squared: 4th March 2025: Mar-a-Lago Discord, US Recession Fears and Regional Equity Market Performance

Tue, 04 Mar 2025 04:00:00 +0000

In this latest episode we review the drama seen in The White House on Friday evening, reflecting on how it may (or may not) influence geopolitical trends and, of course, investment strategy. We then pivot to US data which, in some quarters, is starting to look a little ominous. To conclude we reflect on the (stark) relative weakness of US stock markets versus their European and Chinese counterparts, year to date, discussing whether we think this is a trend that can continue.

This podcast was recorded on 3rd March 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

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Episode 24 - A Deep Dive into Deepseek with Alliance Bernstein

Thu, 27 Feb 2025 04:00:00 +0000

In the latest episode of our award-winning podcast series, we return to the A.I. theme, focusing on the latest developments surrounding the DeepSeek ‘breakthrough’. Our expert guest is CIO of Thematic Innovation at Alliance Bernstein, Lei Qui, who first provides some educational insight into DeepSeek’s achievements, before offering a broader appraisal of the development costs and potential application. Beyond this Lei also share her thoughts on other prevailing issues and how this comes together to shape her investment strategy.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 24th February 2025.

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Ben Squared: 25th February 2025: Germany, Broader Europe and China

Tue, 25 Feb 2025 04:00:00 +0000

In this latest episode we review the weekend’s German election result, focusing on how it may influence the macro and investment landscape for both Germany and broader Europe. We then take a moment to review the sting in the tail for markets last week, in what was quite a vicious sell-off, particularly for the names in and around the Technology sector. We then conclude with additional commentary on China, attempting to determine whether any macro data supports the recent stock market strength.

This podcast was recorded on 24th February 2025. *This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 19th February 2025: Inflation and European Geopolitics

Wed, 19 Feb 2025 04:00:00 +0000

In this latest episode we review the latest US inflation and retail sales data and the impact this is having on expectations for interest rate policy there. We then discuss the (rapid) developments we are observing on Europe’s eastern flank as the Trump administration makes its position known. As always, we tie this news flow back to investment strategy, with a focus on European markets this week. Some brief comments on China’s advancing stock market also.

This podcast was recorded on 17th February 2025. *This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 11th February 2025: Trade, the Jobs Report and the Bank of England

Tue, 11 Feb 2025 04:00:00 +0000

In this latest episode we offer a neat summary of the most recent Trade developments from the new President, before pivoting to a review of the recent US Jobs Report and the potential consequences for policy. We then discuss the recent Bank of England interest rate decision and the ‘split-vote’, before concluding with some comment on recent earnings’ releases and how this is shaping investment strategy.

This podcast was recorded on 10th February 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 5th February 2025: Trade Wars – Opening Shots

Wed, 05 Feb 2025 04:00:00 +0000

In this week’s episode we share our latest thoughts on the opening exchanges in Trump’s trade wars, attempting to keep listeners informed on an extremely fluid story. In addition, and in an attempt to combat this fast-paced story, we also offer some medium-term views given the likely impact of at least a modest increase in trade tariffs. We discuss the burden of payment, the inflationary consequences, the Federal Reserve’s dilemma and broader investment strategy.

This podcast was recorded on 4th February 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 29th January 2025: Does DeepSeek put A.I. in Deep Trouble?

Wed, 29 Jan 2025 04:00:00 +0000

In this latest episode we analyse what could be a seismic moment in the Artificial Intelligence saga as DeepSeek, a potential ‘lower cost’ large language model from China, disrupts the higher cost incumbents. What does this mean for the current important/monopolistic actors, how could this impact the economy at large, and what does it mean for an investment strategy?

This podcast was recorded on 28th January 2025.

*This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 23 – Bond Tactics with Invesco’s Stuart Edwards

Thu, 23 Jan 2025 04:00:00 +0000

In the first of our award-winning podcast series for 2025, we focus on the drama infolding within bond markets, doing so with lauded Invesco bond fund manager, Stuart Edwards. Specifically, the conversations cover why bond yields are surging, what might be driving the recent acceleration in that sell-off and if there are any UK specific factors adding to domestic bond market volatility? Following this, we discuss what may be next for bond yields, and also where the best investment opportunities may lie? An extremely insightful 30-minute conversation covering this most keenly talked about area of financial markets currently.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 16th January 2025.

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Ben Squared: 21st January 2025: Inauguration Day and Bonds

Tue, 21 Jan 2025 04:00:00 +0000

In this latest episode we focus on this historic moment, where Donald Trump is sworn into the Presidential office to begin his second and final term. As investors, we specifically discuss what we may learn in the coming weeks about the new administration’s ‘market relevant’ policy priorities? We also take a moment to analyse the recent relief in bond markets and whether it can be enduring, before closing with comments on the start of earnings season?

This podcast was recorded on 20th January 2025. *This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

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Ben Squared: 15th January 2025: Yields Race Higher but What Next?

Wed, 15 Jan 2025 08:53:05 +0000

In this latest episode of the Ben Squared Podcast we focus on the dramatic events unfolding in the bond market. Specifically we address why yields are climbing, offer comment on the recent accelerated selloff, discuss UK specific challenges, before concluding with what we think may happen next?

This podcast was recorded on 13th January 2025. *This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

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Ben Squared: 8th January 2025: 2025 Market Outlook

Wed, 08 Jan 2025 04:00:00 +0000

In this latest episode of the Ben Squared Podcast the focus is on our high-level expectations for regional equity markets and the major bond market segments in 2025. Before we get into the detail, however, we also offer some insight into the data released and choppy markets experience over the festive period.

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

This podcast was recorded on 7th January 2025.

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Episode 22 - Sir Clive Woodward on Communication

Thu, 19 Dec 2024 04:00:00 +0000

A fascinating pivot for the Podcast this month as we host none other than England World Cup winning coach, Sir Clive Woodward. In a prelude to his CPD lesson on the Invesco Intelligence Plus Hub, Sir Clive offers insight into how his career and sporting success has shaped his approach to Communication. Watch his module, the art of communication, here.

This podcast is for UK Professional Investors Only. Capital at risk.

This podcast was recorded on 8th May 2024.

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Ben Squared: 17th December 2024: Reviewing 2024 Calls and if They Still Hold?

Tue, 17 Dec 2024 04:00:00 +0000

In this, the 50th Episode of our ‘award-winning’ Ben Squared Podcast series, we review some of our major calls across 2024, reflecting on the degree to which they’ve played out successfully (or not), and if they still hold for 2025? Topics covered include equity market performance, central bank policy, political outcomes and whether we carry any (investment) regrets!?

This podcast is for UK Professional Investors only.

This podcast was recorded on 16th December 2024. *Past performance does not predict future returns.

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Ben Squared: 10th December 2024: Geopolitics & US Labour Markets

Tue, 10 Dec 2024 04:00:00 +0000

In the latest ‘award-winning’ Ben Squared Podcast, we offer insight on how the heavy stream of geopolitical news-flow is impacting markets, and where (as an investor) it may be most appropriate to focus one’s attention. We also offer glancing analysis on the latest US Jobs Report and what this may mean for the imminent US interest rate decision?

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 9th December 2024. *Past performance does not predict future returns.

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Ben Squared: 3rd December 2024: Trump’s Trade Policy and UK Mortgage Rates

Tue, 03 Dec 2024 04:00:00 +0000

In the latest ‘award-winning’ Ben Squared Podcast, we offer insights on how one might manage the constant flow of policy updates from the incoming US Administration, considering how an immediate reaction may not always be best practice. From there we discuss motivations for trade policy and the extent to which tariffs might have a durable impact on inflation. We close out with comments related to a recent Bank of England publication highlighting more activity in the UK Housing sector, and the extent to which mortgage rates and the rental market may continue to support this trend.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 2nd December 2024. *Past performance does not predict future returns.

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Episode 21 – A UK Economic Update with Pantheon Macro

Thu, 28 Nov 2024 04:00:00 +0000

This month we welcome Rob Wood from Pantheon Macro to discuss the condition and forecasts of the UK Economy. Rob has a glittering CV including time spent at the Bank of England supporting the Monetary Policy Committee in its policy deliberations. More specifically up for discussion is the fiscal agenda, the outlook for the UK consumer, what next for inflation and monetary policy, and how the UK’s international relations may evolve and influence economic performance. Rob also offers his insights on the prospects for the gilt market and sterling.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 21st November 2024.

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Ben Squared: 26th November 2024: Earnings Season Wrap up and Trump Nominations

Tue, 26 Nov 2024 04:00:00 +0000

In the latest ‘award-winning’ Ben Squared Podcast, we offer key takeaways on 3rd Quarter Earnings Season, including Nivida which traditionally concludes the seasonal reporting; and has the potential to make a significant impact on markets*! We also take some time to review Trump’s Treasury Secretary Nomination and the recent excitement in the sphere of Crypto currencies.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 25th November 2024.

*Past performance does not predict future returns.

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Ben Squared: 20th November: Reviewing Trump Trades

Wed, 20 Nov 2024 04:00:00 +0000

Post the emphatic victory of the US President-Elect, markets are scrambling to make sense of what the ‘Trump Trades’ actually are? This issue has been compounded by Trump’s immediate appointments and speculation over those to come. In this conversation we review market performance in light of our fundamental views, and the extent to which the Political Noise remains relevant?

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 19th November 2024.

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Ben Squared: 12th November: US Election and Market Consequences

Tue, 12 Nov 2024 04:00:00 +0000

Following the emphatic victory of President-elect, Donald Trump, we take the opportunity to discuss his intended policy agenda, the market reaction and what the more durable impact on investments may be? The investment conversation covers equity markets, bonds and currencies.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 11th November 2024.

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Ben Squared: 5th November: UK Budget Special

Mon, 04 Nov 2024 17:10:00 +0000

Before it’s ALL eyes on the US Presidential Election we take this last, brief window to review the UK Budget. Welcoming both Ben Jones, our resident Director of Macro Research, and (special guest) Graham Hook, our Head of UK Govt relations, we discuss the raft of policy changes, the market reaction, what’s next for policy and our outlook for UK equities, gilts and the pound.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 4th November 2024.

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Episode 20 – Chinese Equities with Will Lam

Thu, 31 Oct 2024 04:00:00 +0000

In light of the dramatic policy developments observed in China in recent weeks, this month’s podcast takes a moment to reflect on how such policies are impacting Chinese equities. Offering his expert take on whether the reaction is merited, or if the opportunity has now passed, we are delighted to welcome Will Lam, Invesco’s Co-Head of Asian Equities to the studio. Beyond macro talk, Will also offers some keen insight on specific Chinese consumer stocks, as well as the conflicting signals observed from ASML and TSMC in their most recent results. To kick off, however, Will briefly discusses the impact of psychology on how he and his team approach investment; a particularly relevant subject given the anxieties investing in Chinese equity markets have created in recent years.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 21st October 2024.

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Ben Squared: 30th October: An Earnings Season Carve Up

Wed, 30 Oct 2024 06:30:00 +0000

In the coming days and weeks, the market’s attention will be squarely focused on political (US) and fiscal (UK) events - as will the Ben Squared Podcast! In advance of these affairs, however, we pivot to discussions on what we’ve learned from earnings season so far. Are companies beating expectations, how are share prices responding, what is the read on economic health, are management giving a steer on hiring/firing and what about AI investment?

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 29th October 2024.

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Ben Squared: 22nd October: The ECB, UK Data and Gold

Tue, 22 Oct 2024 03:00:00 +0000

In the latest Ben Squared podcast we discuss the latest interest rate cut from the ECB, their motivations and what comes next? Along a similar theme we also reflect on recent data out of the UK and how this sets up interest rate policy for the next few meetings? Finally, we take some time to discuss the yellow metal, explaining why its riding high and why broad consumer enthusiasm may not serve as the usual contrarian indicator?

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 21st October 2024.

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Ben Squared: 16th October: UK Economy, Oil and Earnings

Wed, 16 Oct 2024 03:00:00 +0000

In the latest Ben Squared podcast we share thoughts on the latest UK data pointing to slowing aggregate wage increases, and what this could mean for the Bank of England and the pound? We also take some time to discuss the oil price which has been on the move again, before rounding out with comments on what we’re looking out for (and have already seen) from the 3rd Quarter Earnings season.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 15th October 2024.

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Ben Squared: 9th October: Jobs, Oil and Interest Rates

Wed, 09 Oct 2024 03:00:00 +0000

In the latest Ben Squared podcast we share thoughts on the recent ‘blow-out’ US Jobs Report, reflecting upon its strength relative to other labour market data. We also take a moment to discuss an oil price which has been moving higher, and how this all comes together to impact interest rate expectations.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 8th October 2024.

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Ben Squared: 1st October: China!!!

Tue, 01 Oct 2024 03:00:00 +0000

In the latest Ben Squared podcast we share thoughts on the sensational pivot from Chinese authorities, by taking more emphatic action in supporting its weakening economy and stock market. Can the collective policies be enough to reignite sustained economic demand, can the stock market recovery be enduring, is this China’s “Draghi – Whatever It Takes” moment?

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 30th September 2024.

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Episode 19 – UK Economy & Stock Market with Anthony Cross

Thu, 26 Sep 2024 03:00:00 +0000

In this month’s podcast industry icon Anthony Cross, of Liontrust Asset Management, shares his insights into the health of the UK economy and stock markets. From an economic perspective Anthony articulates why the prize of ‘Productivity’ should be a key focus of this new government, before turning to Pension Fund Flows and the death of the British ISA. In the second half, attention turns to the appeal of UK equities on their own merit and versus other regions, before discussing a handful of stocks, specifically AstraZeneca, Unilever, Diageo, Shell & BP.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 19 September 2024.

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Ben Squared: 24th September: The Fed’s Nifty Fifty

Tue, 24 Sep 2024 03:00:00 +0000

In the latest Ben Squared podcast we review the recent interest rate decision from the Federal Reserve, along with their updated projections for growth, inflation and the future path of interest rates. Given the time investors have now had to digest this news flow, we also reflect on the general market reaction, and the extent to which this development influences our own investment strategy.

This podcast is for UK Professional Clients Only. Capital at Risk. This podcast was recorded on 23rd September 2024.

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Ben Squared: 18th September: Can US Consumers Keep Recession at Bay?

Wed, 18 Sep 2024 03:00:00 +0000

In the latest Ben Squared podcast, we begin by reviewing the degree of recessionary risk priced into equity and bond markets. From there we take a deeper dive on the health of US Consumers, debating whether they possess the spending firepower to stave off recession.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 17th September 2024.

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Ben Squared: 11th September: US Jobs, Interest Rates and Taxes

Wed, 11 Sep 2024 03:00:00 +0000

In the latest ‘US focused’ Ben Squared podcast, we take review the make-up of the latest Jobs Report, the impact this has had on interest rate expectations and the market’s reaction. As always, we take a moment to offer our take on where we agree and disagree with the market. We close with some comments on the Presidential Race, which draws ever closer, and the stark differences in proposed corporation taxes.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 10th September 2024.

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Ben Squared: 4th September: Nvidia, Recessionary Risks & UK (ticket price) Inflation

Wed, 04 Sep 2024 03:00:00 +0000

In the latest Ben Squared podcast we review the reaction to Nvidia’s results, both at a company and market level, before turning to the gyrating risks of recession and condition of (mainly US) consumers. Some time is also spent reviewing the latest inflationary trends in the UK and how this may evolve as concert schedules are updated for summer 2025. As always, we attempt to put our market views across in conjunction with the economic backdrop and alongside our valuation analysis.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 3rd September 2024.

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Episode 18 – Investment Psychology with Emily Roberts

Thu, 22 Aug 2024 03:00:00 +0000

In this month’s podcast Invesco Global Equity Fund Manager, Emily Roberts, shares her insights on the persistent psychological and behavioural challenges that confront professional money managers. This is a fascinating 30-minute conversation, tackling issues that so regularly impede our investment judgement. This is not simply an academic exercise however, Emily shares practical ways in which such risks can be managed, both for the benefit of clients and your own wellbeing.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 14 August 2024.

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Ben Squared: 21st August 2024: Can the Market recovery Endure?

Wed, 21 Aug 2024 03:00:00 +0000

In the latest Ben Squared podcast we review whether the market recovery has been supported by fundamentals and what to expect from the Global Central Bank Symposium (Jackson Hole) later this week. We also take some time to review the latest trends in UK data and US Presidential polling.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 20th August 2024.

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Ben Squared: 7th August 2024 – Market Volatility & Carry Trades

Wed, 07 Aug 2024 03:00:00 +0000

In the latest Ben Squared podcast we discuss the dramatic increase in stock and bond market volatility and the potential exacerbation from ‘carry trades’. We then consider a potential route out of this immediate predicament, and if the medium-term outlook remains encouraging.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 6th August 2024.

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Ben Squared: 19th July 2024 – US Presidency, Bond Yields and the Market Rotation

Fri, 19 Jul 2024 03:00:00 +0000

In the latest Ben Squared podcast we discuss the (potentially) fading impact of the US Presidential race on markets, even despite its many sensational twists and turns. We then analyse what we consider to be the dominant factors, and the extent they are influencing the short-term (though dramatic) rotation out of US Large Cap Growth stocks and into other areas of the market.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 18th July 2024

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Episode 17 – A US Smaller Companies review with JPMorgan

Thu, 18 Jul 2024 03:00:00 +0000

In this month’s podcast JPMorgan’s Sven Anders, US Investment Specialist, shares his team’s thoughts on the persistent (relative) weakness this asset class has endured and the prospects for a turnaround, if it hasn’t already begun! Up for debate are interest rate impacts, expectations for growth and valuations. Of course, we also save time to discuss whether there is a beneficial US electoral outcome later this year.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 12 July 2024

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Ben Squared: 11th July 2024 – European Politics and the US Consumer

Thu, 11 Jul 2024 03:00:00 +0000

In the latest Ben Squared podcast we attempt to share a neat conclusion of the UK and French elections, focusing on their immediate and (potentially) lingering market impact. We also save time to discuss more dominant market drivers, such as the health of US consumers, inflation and monetary policy.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 10th July 2024.

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Ben Squared: 28th June 2024 – French/UK Elections and Market Update

Fri, 28 Jun 2024 03:00:00 +0000

French and UK Elections are the main talking points of this latest Ben Squared podcast, focusing on market implications as well as policy. Time is also spent reviewing the latest trends in growth and inflation data, and how this is influencing the investment outlook at the halfway stage of the year.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 28th June 2024

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Episode 16 - A Nasdaq Review with Ryan McCormack

Thu, 27 Jun 2024 03:00:00 +0000

In this month’s podcast Invesco’s Ryan McCormack, Sr. Factor & Core Equity ETF Strategist at Invesco US, shares his thoughts on the current condition of both the Nasdaq and several of its high-profile components. Up for debate is valuation extremity, Nvidia, Apple and Tesla’s operational achievements, the pertinent areas of A.I. success, the impact (or not) of bond yields and potential consequences of this year’s US Presidential Election. A fascinating and stirring 20 minutes!

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 4 June 2024

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Ben Squared: 19th June 2024 – Steph Butcher joins the Square

Wed, 19 Jun 2024 03:00:00 +0000

In a change from our usual schedule Ben Jones discusses Invesco’s Global Investors’ Forum Summit with Co-Head of Investments, Stephanie Butcher. They discuss what they learnt about geopolitics, demographics, AI, supply chains, and much more, and how investors coming together to debate and challenge each other helps our investment process.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 6th June 2024.

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Episode 15 – A UK General Election Special, with Graham Hook

Fri, 07 Jun 2024 03:00:00 +0000

In this month’s podcast Invesco’s Graham Hook, former government adviser and current Invesco Head of UK Government Relations, shares his insight on the surprise July General Election. Specifically, Graham reveals the range of results we are expecting, what the likely outcome means for policy priorities, how those policies will be funded, what the impact may be on the economy, and how each party may evolve after the election? Highly relevant content for your investment consideration, but also very entertaining dinner party fodder too!

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 4 June 2024.

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Ben Squared: 5th June 2024 – Politics, US Data and the ECB

Wed, 05 Jun 2024 03:00:00 +0000

On this week’s show we begin by discussing the startling political developments either side of the Atlantic and their market impact/relevance. From there we pivot to economic fundamentals, reviewing the latest, and upcoming, US inflation and jobs data, before debating the policy agenda for the ECB, with cuts heavily touted to begin this week.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 4th June 2024.

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Episode 14 – The Long and Short of UK Stocks with Luke Newman

Thu, 23 May 2024 03:00:00 +0000

In this month’s podcast we deliver a high level discussion on a handful of specific UK companies and sectors, including Banks, Insurance, Energy, Retail, Consumer Brands and Miners. Our expert guest is Janus Henderson’s Absolute Return fund manager, Luke Newman. As ever, Luke delivers a highly engaging performance offering up leading, and thought provoking, insight.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 16 May 2024.

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Ben Squared: 22nd May 2024 – US Inflation, US Consumption, UK Equities

Wed, 22 May 2024 08:03:35 +0000

On this week’s show we discuss the market’s keen response to only a modest drop in US inflation, and whether signs of weakness in US consumer balance sheets threaten a more worrying fall in prices. Some time is also spent analysing the heightened interest in UK equities and whether this momentum can continue.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 21st May 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 8th May 2024 – US and European Convergence?

Wed, 08 May 2024 03:00:00 +0000

On this week’s show we discuss the apparent turnaround in relative performance between the US and European economies, discussing what’s driving the ‘closing of the gap’ and whether it is durable? Ben and Ben also take the time to discuss Q1 Earnings Season and the improving trends in both buy backs and dividends.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 7th May 2024.

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Episode 13 – India in the Spotlight with Shekhar Sambhshivan

Thu, 25 Apr 2024 07:28:58 +0000

In this month’s podcast we deliver a focused conversation on the subject of India, with guest Indian Equity fund manager Shekhar Sambhshivan. In a broad conversation, topics covered include economic growth, fiscal policy, inflation, monetary policy, the electoral cycle, and stock market valuation. There is also the opportunity to briefly review HDFC.

This podcast is for UK Professional Investors Only.

Capital at Risk.

This podcast was recorded on 16 April 2024.

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Ben Squared: 24th April 2024 – Geopolitics and UK Equities

Wed, 24 Apr 2024 03:00:00 +0000

On this week’s show we discuss the troubling geopolitical backdrop from both a news flow and data-led perspective. Using this framework, we discuss analogies with times past, including 2022, and whether such circumstances, coupled with other significant factors, set the UK equity market up for a period of better performance. This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 23rd April 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 10th April 2024 – Rates, Equities & Commodities

Wed, 10 Apr 2024 03:00:00 +0000

On this week’s show we discuss the latest US Jobs Report and how this is influencing growth, inflation and monetary policy expectations. We also take some time to review how these dynamics are impacting the performance and outlook for equities and commodities.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 9th April 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 12 – Talking Stocks with Terry Smith

Thu, 28 Mar 2024 04:00:00 +0000

This month, the Time in the Market Podcast enjoys a privileged opportunity to discuss some of the most high-profile stocks on the market with Terry Smith of Fundsmith. On the agenda is Meta, Novo Nordisk, LVMH and (of course) Nvidia!

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 14 March 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 27th March 2024 – (another) Big Week for Central Banks

Wed, 27 Mar 2024 04:00:00 +0000

On this week’s show we discuss the latest developments at Central Banks as the BoJ raise interest rates for the first time in 17 years and the SNB make the first interest cut within developed markets. Though there was no change in policy we also look closely at the latest developments at The Fed and BoE.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 26th March 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 13th March 2024 – US Data and Bubble Fears

Wed, 13 Mar 2024 04:00:00 +0000

On this week’s show we discuss the latest US Jobs and Inflation data, how it influences the read on the US economy and what’s next for US Monetary Policy. We also link in some comment on UK wage data, before rounding out with a discussion over bubble fears.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 12th March 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 11 – A.I. Stocks with Joe Dowling

Thu, 29 Feb 2024 04:00:00 +0000

The Time in the Market Podcast takes an opportune moment to discuss the ‘hottest’ parts of the stock market currently - AI. Invesco Global Equities fund manager, Joe Dowling, shares insights on the business models of some of the most well-known companies from in and around this theme, and some that are less so. From Nvidia to Broadcom and Microsoft to BESI, Joe offers a clear and thoughtful take on the why the market is so enthusiastic for the sector.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 23 February 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 28th February 2024 – Tech Results or Macro?

Wed, 28 Feb 2024 04:00:00 +0000

On this week’s show we discuss the merits of Macro Research versus Tech Earnings before offering brief insights on UK, European and US growth and inflation data. We also reflect on how markets have and might respond to the potential reduction in interest rate cuts for the year ahead.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 28th February 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 14th February 2024 – Our Love of Earnings

Wed, 14 Feb 2024 04:00:00 +0000

In this week’s podcast the focus is on the remarkable earnings season that has just unfolded. What were the surprises, where are the trends and what is the guidance?

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 9th February 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 2nd February 2024 – Jobs, Jobs, Jobs!!!

Fri, 02 Feb 2024 16:30:00 +0000

On this week’s show we deliver our immediate (but measured) response to the blow out US Job creation. A quick take on the key takeaways, before interpreting how this might impact interest rate policy and investment strategy.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 2nd February 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 31st January 2024 – Soft Landing, Hard Landing or Flyby

Wed, 31 Jan 2024 04:00:00 +0000

On this week’s show we discuss strong US GDP numbers, the macro read from earnings season, and whether Chinese policy makers have done enough to stoke animal spirits.

This Podcast is for UK Professional Clients Only. Capital at Risk.

This Podcast was recorded on 29 January 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 10 – Such a Good Reid; Inflation, Interest Rates and Soft Landings

Thu, 25 Jan 2024 04:00:00 +0000

The Time in the Market Podcast kicks off 2024 in some style as we welcome industry idol Jim Reid, Deutsche Bank’s Head of Global Macro Research, author of the ubiquitous Early Morning Reid and all-around nice guy. Within the conversation we learn of Jim’s thoughts on recessionary risks, interest rate policy, investment strategy and his current preferred Liverpool striker. A genuine treat for investment enthusiasts and practitioners alike.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 22 January 2024.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 17th January 2024 – Inflation, Rate Cuts & Geopolitics

Wed, 17 Jan 2024 03:20:00 +0000

A high energy, 10-minute (or so...) conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 16th January 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 3rd January – The Year Ahead

Wed, 03 Jan 2024 13:52:05 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 3 January 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 9 – Invesco’s 2024 Outlook with Kristina Hooper; Chief Market Strategist

Thu, 21 Dec 2023 06:50:09 +0000

In our Final Time in the Market Podcast of 2023, Invesco’s Chief Market Strategist, Kristina Hooper, elaborates on her investment outlook for 2024. In the discussion, Kristina shares her road map for growth and policy through the year ahead, as well revealing her preferred asset classes, regions and sectors.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 19 December 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 20th December – The Outlook Pivots

Wed, 20 Dec 2023 04:00:00 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 18 December 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 6th December – An Improved Perspective on the UK Economy

Wed, 06 Dec 2023 04:11:00 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 5 December 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 8 – Japanese Equities, Bonds and Currency with BCA Research

Thu, 23 Nov 2023 04:17:00 +0000

In the latest podcast BCA Research Chief Global Asset Allocation Strategist, Garry Evans, shares his view of the appeal of Japanese Assets, covering the equity and bond markets, but also the currency.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 17 November 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 22nd November – Reviewing Stock Market Strength

Wed, 22 Nov 2023 03:55:00 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 21 November 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 8th November – Q3 Earnings and the Market Rally

Wed, 08 Nov 2023 03:40:00 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 7 November 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 7 – European Equities with Oliver Collin

Thu, 26 Oct 2023 02:33:00 +0000

In the latest podcast Invesco European Equity Fund Manager, Oliver Collin, challenges the unimpressed consensus over European equities. Beginning with an assessment of macro conditions the conversation flips to a more stock specific/opportunistic angle for the second half.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 20 October 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 25th October – Oil Markets and Energy Stocks

Wed, 25 Oct 2023 08:18:51 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 24 October 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 11 October 2023 - Bond Yields, the Dollar and Geopolitics

Wed, 11 Oct 2023 07:05:35 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 10 October 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 6 – A Macro View of Bond & Currency Markets with M&G’s Jim Leaviss

Thu, 28 Sep 2023 04:00:00 +0000

In the latest podcast M&G’s Head of Fixed Income, Jim Leaviss, shares his insights on the growth and inflationary back drop in the major economies and the opportunities that present in global bond and currency markets as a result.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 25 September 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 27 September 2023 - What’s Up & Down with Inflation?

Wed, 27 Sep 2023 04:00:00 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 26 September 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 13 September 2023 - G20, the US Dollar and the Yen

Wed, 13 Sep 2023 02:00:00 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 11 September 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 30 August 2023 - Market Nerves

Wed, 30 Aug 2023 12:59:24 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 30 August 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 5 – UK Smaller Companies with Invesco’s Jonathan Brown

Thu, 24 Aug 2023 03:00:00 +0000

In the latest podcast, Invesco UK Smaller Company Fund Manager, Jonathan Brown, offers his insights on the challenges and opportunities within the asset class. The discussion acknowledges the lack of appeal for the asset class but considers what opportunities might await patient investors.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 21 August 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 16 August 2023 - Q2 Earnings Season

Wed, 16 Aug 2023 08:06:23 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 16 August 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 2 August 2023 - Bond and FX Outlook, 2nd Half 2023

Wed, 02 Aug 2023 13:24:40 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 2 August 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 4 – Emerging Market Equities with Fidelity’s Nick Price

Thu, 27 Jul 2023 03:55:00 +0000

In the latest podcast Fidelity’s Head of Emerging Market Equities, Nick Price, offers his latest insights on the challenges and opportunities within the developing world’s stock markets. Topics include the Chinese platform companies and the semiconductor innovators.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 20 July 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 19 July 2023 - Equity Market Outlook, 2nd Half 2023

Wed, 19 Jul 2023 04:05:00 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 18 July 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 5 July 2023 - First Half, UK Inflation & Rates, China Stimulus

Wed, 05 Jul 2023 04:30:00 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 04 July 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 3 – Multi-Asset Investment Strategy with Georgina Taylor

Fri, 23 Jun 2023 14:42:48 +0000

In the latest podcast Invesco’s Head of Multi-Asset, Georgina Taylor, offers a thoughtful and clear account of general economic and market conditions, revealing her preferred investment strategy along the way.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 21 June 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 21 June 2023 - Market Strength, US Inflation, The ECB & BoE

Wed, 21 Jun 2023 00:00:00 +0000

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 20 June 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Ben Squared: 7 June 2023 - US jobs, the debt ceiling and oil

Wed, 07 Jun 2023 10:26:20 +0000

In this new, fortnightly sub-series of Time in the Market, Ben Jones of Invesco's Multi Asset team joins Ben Gutteridge for a high energy, 10-minute conversation covering the major stories dominating markets.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 6 June 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 2 - US Growth Equities with Baillie Gifford’s Gary Robinson

Thu, 25 May 2023 06:32:46 +0000

In the latest episode Baillie Gifford fund manager, Gary Robinson, discusses the general environment for ‘Growth’ investing, before offering more detailed comments on NVIDIA, Netflix, Moderna, Shopify and The Trading Desk – as well as the ‘A.I.’ theme.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 22 May 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode 1 - Global Equities with Stephen Anness

Thu, 27 Apr 2023 11:21:14 +0000

In the first of a new Invesco Podcast Series, Invesco’s Head of Global Equities, Stephen Anness, shares his views on the recent banking crisis as well as discussing his preferred areas of interest in the Financials, Technology and Industrial sectors.

This podcast is for UK Professional Investors Only. Capital at risk.

This podcast was recorded on 24 April 2023.

Hosted on Ausha. See ausha.co/privacy-policy for more information.