For the last time in 2024 we drop in on Duncan Williams and John Newsome for our regular update on the markets, inflation and the things that are making waves in the investment sector. And in the spirit of a festive special, our regulars are joined by colleagues Valerie Wade and Abi Ostler to get…
Investment and economics are where we prefer to graze but at the present time, the nexus with politics is palpable. Once upon a time, I followed the latter intently although my ardour has long since cooled; I didn’t even vote at the last General Election. It all reminds me of a gameshow; not a great…
Does the election of Donald Trump change the investing landscape? Some expect it to but we’d be very surprised if Trump’s eclectic mix of tariffs and tax cuts radically changes America’s course. The former is inflationary and risks tit for tat reprisals. The latter might work if federal debt wasn’t $36tn, rising at $3bn per…
Break out the chocolate calendar and light the first candle, because quite nothing screams the arrival of advent than two grumpy gentlemen of a certain age banging on about inflation. And that is exactly where Investment Managers Duncan Williams and John Newsome begin this episode of the podcast, because with the recent headline rise just…
With so much going on at the moment, it’s a welcome return for the Just Williams podcast regulars Duncan Williams and John Newsome to help make some sense of the noise. First up is the U.S election, starting with the performance of the pollsters and moving onto what having Elon Musk as one of his…
November will see rate decisions from both the U.S. Federal Reserve and the Bank of England. In the wake of relatively benign inflation data, interest rate reductions are almost a foregone conclusion. The European Central Bank cut by another 0.25% on 17th October. The background is clearly disinflationary. UK inflation at the CPI level…
The Williams Investment team of Duncan Williams and John Newsome are back and fired up to bring you their thoughts on the recent Budget. What did they think about the changes to Employer NICs, the increase in the Minimum Wage and the tweaks to the rules around Inheritance provision, and who do they think would…
The spotlight for this episode of the Just Williams podcast is the upcoming Budget, which means that investment specialists Duncan Williams and John Newsome are speculating on how it might all shake down. They discuss what they think Rachel Reeves has got planned, and what might that might mean for your investment strategy, and indeed…
Welcome back to the Just Williams podcast, with Investment Managers Duncan Williams and John Newsome. They begin with an update on U.S Economic Policy following the recent announcement from the Federal Reserve of a drop in Interest Rates, and follow that up with a whistle-stop global tour around the current position of a number of…
It was no particular surprise to see the Federal Reserve cut its benchmark interest rate by half a percentage point to a range of 4.75% – 5.0%. Of the 12 voting members, only one demurred and even they voted for a quarter point reduction. Chair Powell noted “this reflects our growing confidence that with an…