From an economic perspective, it’s difficult to argue there has been any improvement over recent weeks. On the contrary, global inflation continues to rise, as do interest rates while in the UK, waves of industrial action now appear a formality. Meanwhile, Putin’s forces continue their assault on Eastern Ukraine, meaning little respite for the prices…
In homage to the Halifax’s new policy on name badges carrying personal pronouns, Williams Investment Management decided to implement a similar strategy. I self identify as ‘John’, ‘Yorkshireman’ and ‘Bloke’ (or ‘Geezer’, for any readers in the London area). I’d wanted to add ‘George Clooney lookalike’ and ‘F16 Fighter Pilot’ but unfortunately there wasn’t enough room. I’m joking,…
There’s a wonderful Warren Buffett quote that never loses its resonance. “You should invest in a business that even a fool can run because someday a fool will”. Buffett means that he wants the business to be the ‘star’, not the management. A combination of a brilliant business with competent management is likely going to…
After all the turmoil in Westminster over the last couple of weeks we thought you might need a dose of the Just Williams podcast to settle the nerves, so here it is. Regular panellists Duncan Williams, John Newsome and Robert Ash discuss the shenanigans in Downing Street and what a new PM might mean for…
Markets have generally weakened as investors continue to absorb a plethora of bad news. Despite expecting inflation to be ‘transitory’, all major central banks are now not only tightening monetary policy but signalling that further rate rises are embedded in their thinking. It’s a pity their hopeless misreading of inflation has resulted in such a…
For those of you wondering just when Episode 17 of the Just Williams podcast was going to arrive, well wonder no more – because here it is. Host Duncan Williams discusses with fellow partners Robert Ash and John Newsome the ongoing impact of the war in Ukraine and the recent interest rate hikes both here,…
Welcome back for another dose of investment chat & analysis. For Episode 16 Duncan & John get up-to-date with the current situation in Ukraine, consider the wider causes of global inflationary pressure and the wisdom of the recently announced (and so-called) windfall tax on the oil companies.
Episode 15 of the Just William podcast is in and it’s so dense with current news and investment analysis it is reminiscent of a good sponge pudding. Host Duncan Williams seeks the opinion of partners Robert Ash and John Newsome on the ongoing impact of the war in Ukraine, the failure of global policy to…
While the war (sorry, Special Operation) in Ukraine continues to take centre stage, there are signs that markets are starting to look beyond it, refocusing on economic matters. In the US, 10 year Treasury bonds currently yield 2.4% which offers precious little recompense when inflation stands at 8.5%. In the UK, 10 year Government bonds…
In Episode 14 of the Just Williams podcast regulars Duncan Williams & Robert Ash answer questions from Ian Shuttleworth on a range of current topics; The fallout on the financial markets of the ongoing conflict in Ukraine The likely trend in Interest Rate movement over the coming year The sell-off of assets following the recent…