What better way to welcome in the Spring, the time of growth and renewal, than a couple of grumpy old investment managers bemoaning the lack of either? Of course, it’s never quite that cut and dried, as we shall hear when Duncan Williams and John Newsome get into the weeds of the situation. First up…
You can tell there is a lot going on in the world because this new episode of the Just Williams podcast clocks in at just under 30 minutes. That isn’t to say that there wasn’t an awful lot happening before, it’s just that everything (as you shall hear)seems to be on the turbo boost setting.…
Abi Ostler, John Newsome and Duncan Williams would like to welcome you to the latest edition of the Just Williams podcast. Inflation appears to be the common theme this time around, as the latest figures from the UK, U.S and Japan all seem to be pointing in the same direction. Cue a lively discussion around…
We are harnessing the power of three for the latest episode of Just Williams as Abi Ostler joins regulars Duncan Williams and John Newsome to discuss the latest investment news. First up is the decision by the Bank of England to lower interest rates, and what the ramifications of this policy might be. Then they…
The Just Williams podcast is back, with regulars Duncan Williams and John Newsome in front of the mics and ready to do business. America is up first with the latest economic numbers a backdrop to the arrival on the stage of the new, and also old, President back for his second term. Our hosts ponder…
Welcome to 2025; we have a relatively new government in the U.K. and a freshly minted administration in the U.S. As for the E.U., it seems likely that political issues will only aggravate obvious economic pressures. This is particularly relevant in Germany, its manufacturing powerhouse, which increasingly looks bereft of both political leadership and economic…
We wanted to begin by wishing you a Happy New Year and welcoming you back to the Just Williams podcast. We have been working on a few new things for our 2025 season, but before you start to panic the wit, wisdom and pithy comment you have come to expect from regulars Duncan Williams and…
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…