Time in the Market

In the latest Ben Squared podcast the resident duo discuss the emphatic US Midterm results and the degree to which the outcome shaped investment performance in both the Tech and Energy sectors. Time is also found to review the impressive recent US Jobs Report as well as the hawkish pivot from the Bank of England. This podcast was recorded on 9th November 2026. *This podcast is for UK Professional...

In the latest Ben Squared podcast we welcome a returning favourite, Graham Hook, to the studio, to offer his take on the Budget and the political consequences of delivering only modest change. In particular we focus on the timing and execution of the bolder policy intentions of this government, and the prospect of an early General Election. Graham is Invesco’s Head of UK Government Relations and f...

In the latest Ben Squared podcast, the resident pairing return to the ever popular and emotive topic of UK interest rates. The conversation specifically covers a review of the latest UK economic data and what they could mean for interest rate decisions - both in the short and medium term. Time is also spent reviewing recent AI performance and whether bonds and the US dollar can serve as useful div...

In the latest Ben Squared podcast, the resident pairing return to the challenges confronting French policy makers and French assets before pivoting to the heightened volatility observed within AI stocks. The conversation concludes with thoughts on the recent IMF economic forecasts and whether they aligns with, or contradict, current investment strategy. This podcast was recorded on 19th October 20...

In the latest Ben Squared podcast, the resident pairing again devote much of their time discussing bond markets. This week, however, there is a clear focus on the challenges presenting within French bonds and what this could mean for broader European assets and the single currency? Also up for debate are the ramifications of military escalation in the Middle East and how this may shape central ban...

In the latest episode of our award-winning series we are thrilled to welcome Andrew Spence, CEO and Founder of Aspen Advisers. In another fast moving and fascinating conversation, we learn of Andrew’s motivations to launch an independent financial firm after a lengthy career in the City, the values that shape Aspen’s investment approach and, as always, debate how this philosophy is impacting Aspen...

In the latest Ben Squared podcast the resident pairing continue to discuss the dramatic action unfolding in bond markets, debating whether yields can climb yet further or if an opportunity is starting to present? Also up for debate is the building momentum in the US dollar and whether or not an emotive speech from UK PM, Andy Burnham, poses a threat to the gilt market?. This podcast was recorded o...

In the latest Ben Squared podcast the resident pairing discuss the increasingly dramatic action in bond markets, attempting to rationalise why bond yields are climbing and the extent to which this outcome threatens the equity market. The duo also find time to review the market relevant takeaways from the Trump/Xi Summit, as well as offering thoughts on a potential US export ban on diesel. This pod...

In the latest Ben Squared podcast the resident pairing discuss last week’s interest rate decisions from both the US Federal Reserve and the Bank of England. The conversation looks at the economic conditions driving the latest policy choices and whether we are on the cusp of a pronounced hiking cycle. Time was also made for some high level comments on the theme of ‘deglobalisation’, along with a br...

In the latest Ben Squared podcast the resident pairing discuss the latest inflation print and whether it will be enough to compel the Fed to raise interest rates? The conversation also covers the read across to how other central banks may behave/respond, including the Bank of England, as well as any impact on other asset classes, including the dollar and Emerging Markets. This podcast was recorded...

In the latest Ben Squared podcast the resident pairing discuss the recent US jobs report and the potential impact it might have over the Fed’s imminent interest rate decision? The conversation also covers Trump’s calls for interest rate cuts and the degree to which this tallies with both the data and his ambition for lower borrowing costs. The final area of coverage is Europe, as the pair debate e...

In the latest Ben Squared podcast the resident pairing discuss the recent climb in bond yields and the extent to which this does or doesn’t pose a threat to equity and wider bond markets? The conversation also covers recent central bank communication efforts and policy expectations before rounding out on AI earnings performance. This podcast was recorded on 1st September 2026. *This podcast is for...

In the latest Ben Squared podcast the resident pairing discuss first, the most productivity enhancing tech equipment, before focusing on the core subject of US Inflation. The second half of the conversation then pivots to debate the threats and opportunities posed by ‘supply chain disruption’, as international water channels come into sharper relief, catalyzed by the Strait of Hormuz crisis and a...

After selfishly taking a week break, the Ben Squared Podcast is back to its regular cadence. This week the resident pairing discuss the health of the US jobs market, how such dynamics may shape US interest rate policy and the degree to which Earnings (both US and European) have been driving equity markets. This podcast was recorded on 12th August 2026. *This podcast is for UK Professional Clients...

In the latest Ben Squared Podcast the resident pairing review the market’s dominant themes, chiefly the stuttering AI trade, Middle Eastern chokepoints and the central bank policy dilemma. This podcast was recorded on 28th July 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...

In the latest Ben Squared Podcast Invesco’s Global Head of Research, Ben Jones, returns from his ‘Strategic Family Offsite’ to discuss the latest and most important news in markets. Topics this week include the resurgent kinetic action in the Middle East and what this means for inflation and central bank policy, the volatility within AI stocks and, finally, the appointment of John Healey as Chance...

In the latest episode of our award-winning series we are thrilled to welcome back the likely architect of that award, Emily Roberts, a Global Equities fund manager at Invesco. In this episode the pair revisit the fascinating topic of ‘Investment Psychology’ framing the conversation in the context of current market structure and form. Beyond the relationship between the investment psyche and share...

In the latest Ben Squared podcast Invesco’s Head of UK Government Relations, Graham Hook, takes the spot of our Global Head of Research resident, Ben Jones, who remains on his ‘Strategic Family Offsite’. The conversation necessarily pivots to politics, asking what policy choices might be coming and when, what appointments might be coming and when, and what market reaction we might see… and when!?...

In the latest Ben Squared podcast the resident pair discuss the latest US jobs report and the implications for US interest rate policy. The conversation then moves closer to home as we learn more about the likely next PM’s policy choices, reflecting on the impact on the UK economy and what’s next for UK interest rates. Time is also reserved to discuss the latest bout of volatility in Korean stock...

In the latest Ben Squared podcast the resident pair discuss the form of markets (and investment calls) in the first half, offering explanations behind relative performance of regions and asset classes, and expectation for the remainder of the year. Time is also reserved to discuss the latest bout of volatility from AI and AI related stocks. This podcast was recorded on 30th June 2026. *This podcas...

In the latest episode of our award-winning series we are thrilled to welcome back returning favourite David Aujla, Head of Invesco’s Multi-Asset Funds and Model Portfolio Service, and Neal Bailey, a Market Insights Strategist and talismanic presenter on the Invesco Intelligence Seminar Series. The format sees the guests and host, Ben Gutteridge, each pick a World Cup 11, with no sharing of players...

In the latest Ben Squared podcast the resident pair discuss the meaty topics of the Makerfield by-election, the Bank of England and US Federal Reserve interest rate decisions (and communications) and the ‘openness’ of the Strait of Hormuz. Throughout the conversation the discussion pivots back to the impact upon investment strategy. This podcast was recorded on 22nd June 2026. *This podcast is for...

In the latest Ben Squared podcast the resident pair discuss the meaningful developments in US/Iranian diplomacy and the outlines of the formal deal announced by both parties. The discussion reflects favourably on the level of optimism running through markets, though also notes areas of caution to keep a close eye on. Beyond ‘deal making’ the conversation covers a busy week for central banks, and a...

In the latest Ben Squared podcast the resident pair discuss the material pick up in equity market volatility, focusing on the dominant AI theme. The debate covers the impact of recent earnings, the slew of IPOs hitting the stock market, and an increasingly hawkish narrative for the Federal Reserve. This podcast was recorded on 9th June 2026. *This podcast is for UK Professional Clients Only. Capit...

In the latest Ben Squared podcast the resident pair discuss the new appointment at the Federal Reserve and what impact we can expect him to have over the path of interest rates. Such decisions are not taken in isolation, however, with data having a material impact, hence a necessary review of the latest economic trends. Finally, some time is taken to reflect on the likely path for bond yields and...