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…
The new episode of Just Williams hits the ground hard this time, as Investment Managers Duncan Williams and John Newsome weigh up what they think will happen with Interest rates on either side of the Atlantic as well as what Rachel Reeves may do in the pending Budget, and that might mean for investors. They…
Back refreshed after the summer break the Just Williams podcast regulars Duncan Williams and John Newsome bring you a packed autumnal edition. The regular interest rate and inflation section focusses on the apparent shortage of available employees on both sides of the Atlantic, and how that could be an inflationary factor as well as the…
September will see interest rate decisions from the U.S. Federal Reserve, Bank of England and the European Central Bank. It is probably fair to say the majority of commentators are expecting rate cuts and, theoretically, the latter always enhances the value of equities. However, rate cuts at this juncture would imply a question mark over…