Welcome to your bi-weekly round-up of all the news that is worth knowing, in the financial and investment markets. Your regular podcast hosts, Duncan Williams and John Newsome, are back and after covering all the usual bases they deep-dive into plans that are afoot to create a Silicon Valley in the UK shires, and what…
The Just Williams podcast is back, with regulars Duncan Williams and John Newsome in front of the mics and ready to do business. There is a very definite sense of treading water in this penultimate pre-budget episode, as so much is hanging on what happens on the 26th November. One thing that both of them…
Are there going to be any surprises in the upcoming budget, or has it been set in stone for nearly a year? Are we on the precipice of a stock market crash? Why aren’t there more driverless trains? Just three of the questions you can expect to be discussed and debated in this latest episode…
Written by James Newsome As I reflect on my transition from accounting to investment management, I’m reminded of how different the two worlds really are. Accounting is grounded in precision and historical clarity; investment management, by contrast, demands forward thinking and a constant awareness of global dynamics. Over the past six months at Williams Investment…
Welcome back to another episode of the Just Williams podcast. Today Abi Ostler is joined by Duncan Williams and John Newsome to discuss the things that are impacting on the investment market, both here and across the globe. The forthcoming budget dominates conversation, particularly because of the lack of wiggle room that appears to be…
Equity markets always like interest rate cuts. All things being equal, if the cost of borrowing falls, it will stimulate economic growth. Furthermore, it simultaneously reduces the yield on government bonds, thus giving equities less to compete with in terms of anticipated return, at least in nominal terms. However, investment returns are delivered in real…
Abi Ostler takes over hosting duties for this episode of the Just Williams podcast, and she welcomes colleagues Duncan Williams and Valerie Wade from the Williams Investment Management team. The global economic update this time cover the UK, the U.S, China and France and the market update focuses on AstraZeneca and speculation that they may…
You will have to play out the sound of an appropriately sized fanfare in your head, to welcome the eightieth episode of the Just Williams podcast. Duncan is joined by John and James to ponder the current state of both the UK and the French economies, the level of government spending (and debt) and why…
There is a good chance you may be feeling those post-bank-holiday-blues this morning, so why don’t you put off real life for a bit and catch-up on the latest investment chat. Duncan Williams is back in the driving seat, and joined by relative newbie James Newsome to talk through what is going on in the…
Something a bit different this time around, as we welcome James Newsome both to the podcast and also (if a little belatedly) to Williams Investment Management. Also returning is Abi Ostler, back to take charge of proceedings, and Duncan Williams to provide the updates and the assessments. First up is an interview with James, and…