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Category Archives: Williams Investment Management

Just Williams – Episode 77

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management29th July 2025

It’s back to the power of three for the new episode of the Just Williams Podcast as semi-regular Valerie Wade joins Duncan Williams and John Newsome for another slice of economic and investment chat. First up is the UK economy, and the worrying trend of job losses in the hospitality sector, particularly in the Capital.…

Just Williams – Episode 76

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management15th July 2025

The Just Williams podcast is back, with regulars Duncan Williams and John Newsome in front of the mics and ready to do business. First up is the UK economy, and the fallout from the Government’s backtracking on disability payments in the Welfare Reform Bill. What will this mean in terms of future fiscal policy, most…

Williams Investment Management Financial Commentary

Quarterly Financial Commentary Qtr 2

Financial Commentary, Just Williams, Williams Investment ManagementBy Williams Investment Management7th July 2025

If the first quarter of 2025 was a step into the unknown, the second quarter has proven even more so.  On/off tariffs remain part of the U.S. president’s arsenal, but now they’ve been joined by Tomahawk missiles.  An Israeli strike on Iran was always a possibility, but direct U.S. involvement has brought another dimension.  While…

Just Williams – Episode 75

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management1st July 2025

The Just Williams podcast is back, with regulars Duncan Williams and John Newsome in front of the mics and ready to do business. The sun may be shining, and there may even be talk of hosepipe bans in Harrogate, but the economic news is a little more gloomy and the skies are looking ominous. It’s…

Just Williams – Episode 74

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management17th June 2025

The Williams Investment team of Duncan Williams and John Newsome are back and fired up to bring you their thoughts. Even though today’s episode was recorded before this weeks Spending Review, there is still much to ponder including the impact that the crippling costs of energy is having on the UK economy, the moves the…

Just Williams – Episode 73

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management3rd June 2025

The UK economic situation is the first thing up for discussion with the recent drop in interest rates (and further cuts expected) bumping up against rising inflation, and resulting in some scratching of foreheads. America is up next with the latest economic numbers suggesting that whatever the Trump Administration is up to, it isn’t necessarily…

Williams Investment Management Financial Commentary

Don’t call us, we’ll call you

John Newsome, Just Williams, Williams Investment ManagementBy Williams Investment Management29th May 2025

Those of a certain age will likely be familiar with the late American comedian, Bob Newhart.  Newhart’s comedic schtick was observational and involved monologues via the medium of an imagined telephone call.  The audience could only hear Newhart’s words of this one sided conversation but he would also manage to convey sufficient of what the…

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Just Williams – Episode 72

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management20th May 2025

There are quite a few economic updates to get through in this episode of the Just Williams podcast, as hosts Duncan Williams and John Newsome ponder a change to UK interest rates as well as a Trade Deal with the U.S And, as will come to no surprise to regular listeners, they are forthright with…

Just Williams – Episode 71

Just Williams, Just Williams Podcast, Williams Investment ManagementBy Williams Investment Management6th May 2025

Welcome to the new episode of the Just Williams podcast, with Duncan Williams back in the ‘asking-questions’ chair and John Newsome in the ‘one marked’ insightful perspective and pithy comment’. The first part of this week’s podcast is taken up with discussion of the Tariff plan dreamed up by the Trump administration, and whether it…

Williams Investment Management Financial Commentary

If it moves, tariff it ……

Just Williams, Williams Investment ManagementBy Williams Investment Management6th May 2025

Lenin noted “there are decades when nothing happens and weeks when decades happen”.  It pithily captures situations where tectonic change was hidden by the mirage of equilibrium.  With a little rearranging, it might also describe the beginning of Donald Trump’s presidency; there are no days when nothing happens and often nanoseconds when decades happen.  Harold…

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