Time in the Market

In the latest episode of our award-winning series we are compelled to welcome Ashley Oerth, a Senior Invesco Investment Strategist, back to the podcast! Making a record-breaking 3rd appearance, we are desperate to hear Ashley’s views on why AI associated stocks are running so, so hot, and whether we are flirting with, or already in, bubble territory? We also want Ashley’s thoughts on opportunities...

In the latest Ben Squared podcast the resident pair discuss the latest developments for inflation (both in the US and at home) and the impact this is having on interest rate expectation and bond market prices. Time is also spent discussing the resilience, if not outright strength, of equity markets in the face of this inflationary threat. This podcast was recorded on 26th May 2026.  *This podcast...

In the latest Ben Squared podcast the resident pair welcome back returning favourite Graham Hook, Invesco’s Head of UK Government Relations. In a typically lively debate, the conversation centres upon the fate of our current Prime Minister and any potential changes to personnel and policy. In keeping with the Ben Squared mission, however, the discussion concludes by reviewing UK investment strateg...

In the latest Ben Squared podcast the resident pair briefly discuss UK Local Election outcomes before pivoting to the far meatier topic of US jobs, economic resilience and a ‘ripping’ AI trade. This podcast was recorded on 11th May 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-poli...

In the latest Ben Squared podcast the resident pair discuss the troubling developments in the Middle East. Specifically, the conversation focuses on both the direct and indirect fragmentation of supply chains, threatening further (and more persistent) inflationary pressure. Also on the agenda is the stunning form of AI related stocks, as well as US Federal Reserve personnel matters and Bank of Eng...

In the latest Ben Squared podcast our resident pair again discuss the developments in the Middle East, particularly as it relates to investments, focusing on the disparity between what appears a more sanguine view of the equity market versus a more cautious take from the bond market. Also on the agenda is the changing of the guard at the US Federal Reserve and what the next remine may look like, a...

In the latest Ben Squared podcast the conversation remains largely centered upon Middle East developments, with particular attention paid to the rapid change in sentiment and heightened confusion regarding the state of ‘openness’ of the Strait of Hormuz. Rather than attempt to iron out all the creases, however, the pair discuss how investment strategy can best manage this confusion, and what eleme...

In the latest episode of our award-winning series we are thrilled to welcome a returning favourite to the podcast, Ashley Oerth – a treasured Invesco Global Market Strategist. Once again Ashley delivers a fine performance, discussing Artificial Intelligence in both an erudite and accessible manner. The conversation covers lots of ground, including a comparison of AI development and adoption versus...

In the latest Ben Squared podcast our resident pairing again discuss the developments in the Middle East and the impact upon investment strategy. No doubt the news flow is volatile and erratic but, on balance, the duo gently lean into what ‘could be’ an improving situation. The conversation also reflects on the early signals from earnings season and the latest inflation data, whilst also debating...

In the latest Ben Squared podcast our resident pairing discuss the prospect for stock markets in a perilous moment for US and Iranian negotiations. The conversation focuses on whether gains can be made even in the absence of a formal and clear de-escalation, though some time is made for a ‘modest’ good news story amidst UK economic fret. This podcast was recorded on 7th April 2026. *This podcast i...

In the latest Ben Squared podcast our resident expert guest, Ben Jones (Invesco Global Head of Research) has to deal with a panic-stricken host who is minded to liquidate his entire portfolio – selling equities, bonds and gold…. The lot! How will our guest respond? This podcast was recorded on 31st March 2026.  *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance do...

In the latest Ben Squared podcast the resident pairing discuss potential ‘high level’ scenarios for how the Middle East conflict may unfold, accompanied by probabilities, market predictions, and a whole heap of caveats and disclaimers. This scenario analysis is then discussed in the context of longer-term investment strategy, and the impact that has (or hasn’t) had. Finally, some time is dedicated...

In the latest Ben Squared podcast the resident pairing discuss the latest, investment relevant developments in the Middle East, and the impact upon investment strategy. The duo also reflect on a busy week ahead for Central Banks, anticipating interest rate decisions and communications, but also speculating how policy may evolve as we move through the year. This podcast was recorded on 16th March 2...

In the latest episode of our award-winning series we are thrilled to welcome one of UK Wealth Management’s most lauded investment thinkers and strategists, Guy Foster, Chief Strategist at RBC Brewin Dolphin. The conversation begins with a review of the host’s and Guy’s overlapping working history, before a quick pivot to how Guy is approaching and managing the current geopolitical stress within hi...

In the latest Ben Squared podcast the resident pairing discuss the market’s increasing perception of a more drawn out conflict in the Middle East. What does this mean for the rotation trade, what does this mean for inflation and is the bond market reaction fair? This podcast was recorded on 9th March 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does no...

In the latest Ben Squared podcast the resident pairing discuss the dramatic developments in the Middle East, covering the market reaction across the major asset classes, the considered potential scenarios, and the overall impact upon investment strategy. This podcast was recorded on 2nd March 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predic...

In the latest Ben Squared podcast the resident pairing discuss the dramatic developments in US Trade policy, analysing both the SCOTUS ruling and the (more complex) POTUS response. Of course, as always, our focus is on the potential, and enduring, investment consequences. From there the conversation pivots to the ongoing rout in the Software segment of the US stock market, and whether an opportuni...

In the latest episode of our award-winning series we are thrilled to welcome one of Invesco’s most respected Fixed Income Fund Managers, Tom Hemmant, to the podcast. With a focus on the UK, the conversation covers the prospects for the economy, public finances, interest rate policy and, ultimately, the gilt market. Much of the conversation, however, is dedicated to the condition and health of the...

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...