Ben Squared: 17th January 2024 – Inflation, Rate Cuts & Geopolitics

On this week’s show we discuss the latest US Jobs and Inflation data, how it influences the read on the US economy and what’s next for US Monetary Policy. We also link in some comment on UK wage data, before rounding out with a discussion over bubble fears.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 12th March 2024.

The Time in the Market Podcast takes an opportune moment to discuss the ‘hottest’ parts of the stock market currently - AI. Invesco Global Equities fund manager, Joe Dowling, shares insights on the business models of some of the most well-known companies from in and around this theme, and some that are less so. From Nvidia to Broadcom and Microsoft to BESI, Joe offers a clear and thoughtful take on the why the market is so enthusiastic for the sector.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 23 February 2024.

On this week’s show we discuss the merits of Macro Research versus Tech Earnings before offering brief insights on UK, European and US growth and inflation data. We also reflect on how markets have and might respond to the potential reduction in interest rate cuts for the year ahead.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 28th February 2024.

In this week’s podcast the focus is on the remarkable earnings season that has just unfolded. What were the surprises, where are the trends and what is the guidance?

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 9th February 2024.

On this week’s show we deliver our immediate (but measured) response to the blow out US Job creation. A quick take on the key takeaways, before interpreting how this might impact interest rate policy and investment strategy.

This podcast is for UK Professional Clients Only. Capital at Risk.

This podcast was recorded on 2nd February 2024.

On this week’s show we discuss strong US GDP numbers, the macro read from earnings season, and whether Chinese policy makers have done enough to stoke animal spirits.

This Podcast is for UK Professional Clients Only. Capital at Risk.

This Podcast was recorded on 29 January 2024.

The Time in the Market Podcast kicks off 2024 in some style as we welcome industry idol Jim Reid, Deutsche Bank’s Head of Global Macro Research, author of the ubiquitous Early Morning Reid and all-around nice guy.  Within the conversation we learn of Jim’s thoughts on recessionary risks, interest rate policy, investment strategy and his current preferred Liverpool striker. A genuine treat for investment enthusiasts and practitioners alike.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 22 January 2024.

A high energy, 10-minute (or so...) conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team. 

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 16th January 2023.

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team. 

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 3 January 2023.

In our Final Time in the Market Podcast of 2023, Invesco’s Chief Market Strategist, Kristina Hooper, elaborates on her investment outlook for 2024. In the discussion, Kristina shares her road map for growth and policy through the year ahead, as well revealing her preferred asset classes, regions and sectors.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 19 December 2023.