You may recall that the last episode of Just Williams was recorded just before the Trump Administration made its major tariff announcement on April 2nd, and that we promised to look at that in due course. Well, that course is well and truly due, as Val Wade and John Newsome hit the ground running with…
If you are familiar with the old adage that a ‘change is as good as a rest’ then you are going to be both informed and refreshed after listening to the new episode of the Just Williams podcast. Val Wade has wrestled the microphone from Duncan Williams, and along with John Newsome she covers off…
It has been an intriguing first quarter of 2025. As ever, we live in interesting times but if there have been general global themes, they are inflation remaining a little sticky, GDP growth jammed in low gear and rate cuts somewhat conspicuous by their absence. The price of gold also touched all time highs. Its…
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…