If the start of 2026 posed numerous questions for investors, the end of the first quarter has done little to answer them. The obvious change is the situation in the Persian Gulf. The joint Israeli-U.S. attack on Iran has seriously de-stabilised the region, even drawing the tourist meccas of Dubai and Abu Dhabi into the…
In this new episode of the Just Williams podcast we extend a warm welcome to the newest member of the team, David Scott. Duncan Williams is on hand to take care of the introductions and in the process learn a little more about his background, and general philosophy around investment management and the markets. All…
As we welcome back Duncan Williams and John Newsome of Williams Investment Management for another episode of the podcast, the only story that is making the news is the economic fallout from the ongoing conflict in the Middle East. Which means we are going to be covering the inevitable impact on the global economy, an…
Back after a short break, and straight into the economic repercussions of the conflict in the Middle East. Duncan Williams and John Newsome try to make some sense of the last few days, and what it might mean in the short, and the medium term. They consider the immediate impact on the strength of the…
After a couple of fairly epic episodes (certainly by our standards) John and Duncan are back for a more streamlined take on the latest economic and investment news. Proceedings are more than a little influenced by what is going on in the U.S, and the President’s pick for the Chair of the Federal Reserve, which…
The origin of the phrase ‘may you live in interesting times’ is disputed but at present, there can be no doubt that we are. The U.S. removal of the Venezuelan president illustrates the geopolitical status quo has well and truly been upended. Trump’s assertion that Maduro’s ‘narco terrorism’ is the reason for his arrest is…
A bit of a bumper episode this time around, as Duncan Williams, Valerie Wade and John Newsome try to make some sense of the craziness that threatens to engulf us all. There is a lot to ponder around the recent interventions of the American President, particularly around his desire to appropriate Greenland and impress his…
Welcome to the latest Just Williams podcast, in which Abi Ostler invites podcast regulars Duncan Williams and John Newsome to muse on the latest goings-on in the world on investment. The theme this time is a look back at the significant moments of 2025, and what they potentially mean for the upcoming year, so be…
For the last time in 2025 we drop in on the team at Williams Investment Management. And because it’s the last one, then it’s time to look back to the market predictions that Abi, Val, John and Duncan made a year ago, to see how they got on. As you would expect there were some…
Welcome back to another episode of the Just Williams podcast. Today Abi Ostler is joined by Duncan Williams, Valerie Wade and John Newsome to discuss the things that are making news in the investment markets, both here and around the globe. There is some hangover chat from the recent budget, including how it might impact…