Welcome to Episode 12 of the Just Williams Podcast. In this edition the team focus their attention on the acquisition of Wealth Management Businesses and what impact this has for their clients. Host Ian Shuttleworth seeks the opinion of partners Duncan Williams and John Newsome on the reasons why such transactions take place, and why…
For Episode 11 of the Podcast, the Just Williams team focus their attention on the Russian military intervention in Ukraine. Host Ian Shuttleworth seeks the opinion of partners Duncan Williams and John Newsome on the broader impact of the conflict on investment management. The involvement of the Russian state in Global Oil & Gas supply…
As we write, it appears only a matter of time before Russia launches an all out offensive in Ukraine. Its initial campaign has clearly failed as increasingly absurd Kremlin comments and the facial expression of Sergei Shoigu (Defence Minister) neatly illustrate. It’s a bad career move to be the deliverer of bad news to Putin.…
Hot off the press its episode 10 of the Just Williams Podcast. Williams Investment Management stockbroking partners Duncan Williams, Robert Ash and John Newsome field questions from host Ian Shuttleworth on the broad topic of Tech Stocks; What are Tech Stocks & what is the state of the Tech Stock Market Proven & Unproven Technology…
World markets have done little since the turn of the year. Omicron was a potential fly in the ointment but fears it would lead to another wave of lockdowns have proven false. Of course, it’s only a matter of time before a new mutation arrives and so on. Whether this time next year we’ll be…
In episode 9 of the Just Williams Podcast, Williams Investment Management partners Duncan Williams and John Newsome discuss questions from Ian Shuttleworth on the following topics; Is there a good argument for an annual review of your investments Portfolio ‘rebalancing’ Making the case for continued investment in Oil Is it the right time to consider…
Another month, another Covid variant. To date, each new strain has caused less economic damage than its forerunner. Whether Omicron follows this pattern remains to be seen although anecdotal evidence suggests that while it appears more infectious, it is ultimately less dangerous to vulnerable patients. It is, of course, entirely predictable that the virus is…
Markets have shown little enthusiasm to break out of the narrow trading ranges established over recent months. The US Federal Reserve said it would begin tapering its monthly asset purchases to $105bn from $120bn, with another $15bn reduction this month. Note, it’s only reducing the amount of assets bought with resources conjured out of thin…
In Episode 8 of the Just Williams Podcast, Williams Investment Management Partners Duncan Williams and John Newsome discuss current investment topics including: The effect of emerging new Covid variants on the stock market Buying gold bullion and mining company shares The causes and effects of current inflation rates
Markets continue to trade within narrow ranges. The reopening of economies has delivered a strange brew of supply chain issues, shortages, stuttering industrial production and inflation. Supply chain problems will eventually sort themselves, as will shortages but as we’ve said many times before, we doubt inflation will be quite so easy to fix, All major…