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…
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…
A couple of weeks on from the last Just Williams podcast but the main topic of conversation remains constant, namely the ongoing conflict in the Middle East. Host Duncan Williams is joined by John Newsome and David Scott as they consider the implications of it becoming an extended military operation, and how it will impact…
It is very much a globally themed episode this time as Duncan, John and David discuss the ongoing turmoil in the Middle East, and dig down into the turbulence and challenge it creates in the investment sector. They ponder the significance of the situation within the overall cycle of the markets, and try to understand…
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…