Time in the Market

In the latest Ben Squared podcast the resident pairing discuss arguably the three most important macro drivers of capital markets, US Inflation, US Jobs and Artificial Intelligence. Specifically the conversation reflects on the recent data and why inflation data is printing a little more benign and the jobs data is a little more perky. The conversation then transitions to the topic of AI and how s...

In the latest Ben Squared podcast the resident pairing discuss the dramatic domestic political news flow alongside the relative calm we have seen in currency and bond markets. In addition, the duo debate the difficult period many AI related stocks are enduring, though again note the overall resilience of broader stock market performance - the rotation trade away from the loosely defined US Technol...

In the latest Ben Squared podcast the resident pairing discuss the dramatic moves we are seeing both from an asset class level and beneath the surface. We also offer comment on the official nomination for Federal Reserve Chair, Kevin Warsh, and the degree to which his reputation as a ‘hawk’ will prove justified. This podcast was recorded on 2nd February 2026. This podcast is for UK Professional Cl...

In the latest episode of our award-winning series we are thrilled to welcome Invesco’s David Aujla back to the Podcast. David manages the Multi Asset Fund range at Invesco as well as the Model Portfolio Services. Within another engaging and entertaining conversation, David tackles the important high-level questions, including his asset allocation preferences, his regional preferences and his manag...

In the latest Ben Squared podcast the resident pairing discuss the sensational form of both equity markets and precious metals, discussing what conviction remains to continue backing these assets and what risks are lurking… or even building? We also offer comment on the evolving expectations for the new US Federal Reserve Chair. This podcast was recorded on 27th January 2026.   *This podcast is fo...

In the latest Ben Squared podcast the resident pairing discuss the impact of President Trump’s pursuit of Greenland, on both current market form and longer-term investment strategy. This podcast was recorded on 19th January 2026.  This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted on Ausha. See ausha.co/privacy-policy for mor...

In arguably the busiest Ben Squared podcast to date the pair cover off the drama surrounding the (current) Fed Chair, the US Jobs Report, the health of the US economy, Trump’s call for capping credit card lending rates, the start of US earnings season, speculation over the sovereignty of Greenland, the Iranian uprising, European fiscal stimulus and broad investment strategy… phew! This podcast was...

In the first Ben Squared podcast of 2026, the resident pairing discuss the market impact of the startling US military operations in Venezuela, ‘our’ out of consensus call for lower US unemployment in 2026, and the great momentum UK stocks are currently enjoying. This podcast was recorded on 6th January 2026.   *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance doe...

In the latest Ben Squared Podcast the resident pairing discuss review the major 2025 investment calls from the podcast, primarily as a means to entertain - and either celebrate or chastise our expert guest, Ben Jones - but also as a platform to debate which calls will remain and which will be abandoned in 2026. This podcast was recorded on 22nd December 2025. *This podcast is for UK Professional C...

In the latest episode of our award-winning series we are thrilled to welcome Brian Levitt, Invesco’s Chief Global Market Strategist, to the Podcast. Though all too ready to discuss global matters, given Brian’s locale (NYC), we take the opportunity to really lean into the US story. Up for debate are the economics, the politics and monetary policy in the region, however, the focus, as always, is th...

In the latest Ben Squared Podcast the resident pairing discuss the market outlook for 2026. Can “In the latest Ben Squared Podcast the resident pairing discuss another lively week for stock markets as AI shares take centre stage, once again, for good (and some less good) reason. We also cover the Fed’s interest rate decision last week and the recurring dissent from within that cohort. Finally, we...

In the latest Ben Squared Podcast the resident pairing discuss the market outlook for 2026. Can equities continue to perform, and which markets might perform the best? Is there an AI bubble and is it set to burst? What about recessionary threats and central policy choices that lay ahead? Finally, which currencies and bond markets look the most (and least) appealing? This podcast was recorded on 8t...

In this latest weekly Ben Squared Podcast the pairing return to the usual course of business, discussing recent market form, central bank policy expectations and broad investment strategy. The conversation concludes, however, with an informed argument/tirade/rant from resident expert, Ben Jones, on the frustrations regarding UK savers’ high allocations to cash. This podcast was recorded on 3rd Dec...

As promised, the latest Ben Squared podcast sees the resident pairing, plus Graham Hook, Invesco’s Head of UK Government Relations and Public Policy, offer an immediate review of this week’s Budget. The thrust of the conversation is to review the political and economic consequences of the Budget, as well as to discuss and impact on investment strategy. This podcast was recorded on 27th November 20...

In the latest Ben Squared podcast the resident pairing are joined by a very special guest, namely Graham Hook, Invesco’s Head of UK Government Relations and Public Policy and former special adviser to a previous Government. The conversation covers expectations for the imminent UK Budget, looking at both ‘likely’ policy outcomes and potential investment consequences. This podcast was recorded on 24...

In the latest episode of our award-winning podcast series we are thrilled to host Dhaval Joshi, the Chief Editor of BCA Research’s Counterpoint Strategy Service. This novel publication takes a fresh and innovative approach to Asset Allocation and Investment Strategy, though the conclusions are grounded in some very simple logic and makes for some very convincing reading. We talked to Dhaval about...

In the latest Ben Squared podcast the resident pairing discuss the “hokey cokey” in Westminster, whether the stock market’s recent form has really been as weak it ‘feels’ and then what steer we should take from material ‘Bitcoin’ weakness. The conversation concludes with thoughts on what the end to the US shutdown means from an economic perspective but also, and arguably more importantly, in relat...

In the latest Ben Squared podcast the resident pairing discuss the fear of ‘bubbles’ and ‘bubbles bursting’, in light of recent market weakness. The duo then move on to discuss some of the mixed data emanating from US labour markets, before concluding with some investment takeaways from last week’s ‘Budget guidance’ speech from our Chancellor. This podcast was recorded on 10th November 2025.   *Th...

In the latest Ben Squared podcast the resident guest (Ben Jones) joins from his NYC office quarters, as he and resident host (Ben Gutteridge) discuss the latest Fed Policy moves and communications, the stablisation in the dollar and Earnings Season thus far. This podcast was recorded on 3rd November 2025.   *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does n...

In the latest episode of our award-winning podcast series we are thrilled to host Michael Oliveros, Invesco’s Head of Global Smaller Companies. In a wide ranging discussion the pair debate the appeal of, and the common arguments against, Global Smaller Companies. The conversation is both macro  in nature, touching on economic conditions and valuations, but also opportunistic, with a heavy dose of...

In the latest Ben Squared podcast, the resident pairing discuss the return to form for stock markets and the part US Trade Policy, Earnings Season and inflation data have played. The conversation then covers the latest expectations for the Federal Reserve and the potential impact on, what is starting to look like, a ‘stale’ dollar-bearish call. The conversation concludes with some comment on gold...

In the latest Ben Squared podcast, the resident pairing discuss the latest tremors hitting markets, specifically the noise surrounding US Regional Bank fragility. In addition, the conversation covers the latest US earnings releases and what read they offer on the health of the US economy, before a fleeting comment on the (lack of) progress toward ending the US government shutdown. The conversation...

In the latest Ben Squared podcast, and following a 2 minute ‘praise shower’ following Ben Jones ‘Promo’, the pair eventually settle into a broad conversation on recent market news flow. Kicking off with Friday’s sell off and US/China tariff news, the duo then pivot to the ongoing US Shutdown, speculating how the politics may unfold before reviewing the impact upon data delivery and the potential c...

In the latest Ben Squared podcast the resident pairing review whether it is still appropriate to largely ‘ignore’ the US Government Shutdown, at least from an investment perspective. From there the duo ponder how the US Federal Reserve is managing in the absence of some important data the government would ordinarily provide, particularly at a moment when decision making is so finely balanced. The...

In the latest Ben Squared podcast the resident pairing review another positive quarter for stock markets, drawing on some remarkable similarities between capital market performance and that of the respective Ryder Cup teams this weekend past. The discussion then turns to the prospect of a US government shutdown and the degree of market relevance (if any) before rounding out with a review of gold i...