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Author Archives: Williams Investment Management

Just Williams – Episode 105

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management8th September 2026

A slight change for the Just Williams podcast this time around, as we depart from the usual discussion format to a more Q&A style approach. What it means in practice is that Valerie Wade keep the questions coming for regular David Scott, and he takes us through the latest on the Bond markets, inflation and…

Just Williams – Episode 104

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management25th August 2026

There is a little bit of a feel of summer recess for this late-August episode of the Just Williams podcast, Regular host Duncan Williams is being pampered in an undisclosed location, which means John Newsome takes centre stage to orchestrate events with fellow regular David Scott. And quite a chat it turns out to be,…

Just Williams – Episode 103

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management11th August 2026

Coming hot off the heels of the longest ever episode of the Just Williams podcast, we have another edition jam-packed with analysis of what is going on in global economic and political news. We begin with an example of the volatility of AI Bubble, and how this might indicate the possible bottom of the economic…

Just Williams – Episode 102

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management28th July 2026

Welcome back for another episode of the Just Williams podcast, bringing you the latest economic and investment analysis. Valerie Wade is back in the chair, doing her best to keep regulars John Newsome and David Scott on time and on topic. As you could probably have guessed there is lots to get through this time,…

Just Williams – Episode 101

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management14th July 2026

Now we don’t won’t you to go thinking that there will be anything in the least bit anti-climatic about the latest episode of the Just Williams podcast, or that it is somehow in the shadow of it’s centennial sibling. Clearly we partied hard for the 100th, but once we had got that out of our…

Williams Investment Management Financial Commentary

Quarterly Financial Commentary

Financial Commentary, Just Williams, Williams Investment ManagementBy Williams Investment Management9th July 2026

We continue to live in interesting times and the United States remains centre stage.  It appears to have secured some kind of truce with Iran and while the chances of it holding are open to question, there is no doubting its effect on the price of oil which has fallen more than 25% in short…

Just Williams – Episode 100

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management30th June 2026

So this is a thing then. What started out as something that felt a little bit quirky way back in April 2021, has now developed into a thing that we are really quite proud of. In the last four years we have gone from sort of monthly, to a regular bi-weekly schedule and you have…

Just Williams – Episode 99

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management16th June 2026

Nothing livens up a Tuesday morning like a new episode of the Just Williams podcast, even more so when it marks the return of regular Duncan Williams to the hosting hot seat. David Scott is on hand to provide the analysis as the pair dive into the latest global economic and political developments that are…

Just Williams – Episode 98

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management2nd June 2026

A warm welcome back to the Just Williams podcast, picking up the pace as we approach the milestone of our 100th episode… This week Valerie Wade is back in the hosting chair, asking the questions and generally ensuring that regulars John Newsome and David Scott stay on point. And there is a lot to get…

Just Williams – Episode 97

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management19th May 2026

It’s a bit of an epic pod this time around, both in terms of the scope of the subject matter and the breadth of the discussion. Valerie Wade is on hosting duties, with John Newsome and David Scott providing the analysis and opinion. The starting point is the recent Local Elections in the UK, and…

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