Just Williams

Welcome back to the Just Williams podcast, with Investment Managers Duncan Williams and John Newsome. They begin with an update on U.S Economic Policy following the recent announcement from the Federal Reserve of a drop in Interest Rates, and follow that up with a whistle-stop global tour around the current position of a number of the major economies. One of the places they drop-in on is Saudi Ara...

The new episode of Just Williams hits the ground hard this time, as Investment Managers Duncan Williams and John Newsome weigh up what they think will happen with Interest rates either side of the Atlantic as well as what Rachel Reeves may do in the pending Budget, and that might mean for investors. They spend a little bit of time discussing the value of Gold, and what the lack of investment in ex...

Back refreshed after the summer break the Just Williams podcast regulars Duncan Williams and John Newsome bring you a packed autumnal edition. The regular interest rate and inflation section focusses on the apparent shortage of available employees on both sides of the Atlantic, and the how that could be an inflationary factor as well as the impact of the recent public sector pay settlements in the...

Welcome back to another slice of investment insight with Duncan Williams and John Newsome of Williams Investment Management. Duncan has been known to comment that they are forever banging on about inflation and interest rates, and whilst that may have a ring of truth, the discussion this time is almost Olympian in its analysis of the current state of play. The UK, US and Japan all feature in a bre...

It's as you were for the new episode of the Just Williams podcast, as Duncan Williams is joined by John Newsome, fresh from vacation and invigorated by tales of hi-tech luggage handling. In fact it's a bit of a globe-trotting instalment, as we bounce between commercial and political updates from all over the place, including a prediction about UK interest rates, what's happening at Tesla and the i...

The first Just Williams podcast since the general election, so clearly lots to talk about. As usual Duncan Williams of Williams Investment Management is on hand and for this episode he is joined by his colleague Val Wade. First up is the burning question of how Labour is going to fund their manifesto promises now they have got themselves into power. History would suggest they will increase taxes,...

It's a bit of a strange one this time. Which is a little odd because we had ensured the pre-recording schedule was followed to the letter Duncan Williams and John Newsome on-hand to offer forthright opinion and pithy comment. Check, An update to the headline inflation figure which could prompt a shift in Interest Rates. Check. Absolutely no activity from the Bank of England Monetary Committee. Che...

Well this is a bit of a turn-up, we have hit the 50 episodes of the Just Williams podcast! To mark this particular milestone (and to help us celebrate) now would be a perfect time to recommend your favourite investment podcast to your friends and colleagues, just get them to search us up in their podcast platform of choice and hit the 'follow' button. Anyway back to Episode 50, and today Duncan Wi...

Duncan Williams and John Newsome of Williams Investment Management are back for another slice of financial chat and analysis. For this episode everything is being viewed through the prism of the upcoming general election, which means they consider the possible impact this will have on inflation and interest rates as well as other general macro-economic conditions. And because you would expect no l...

Duncan Williams and John Newsome of Williams Investment Management are back to keep you ahead of the curve as far as financial matters are concerned. This time we delve into the delicate and nuanced relationship between property values and government spending and how they both impact on the setting of interest rates and the level of inflation. We also take a look at how US foreign policy may influ...

It's always a bit of a struggle getting back into the swing of things after a three-day-weekend, particularly if you have been kicking back with a beverage of choice and enjoying the snooker. Fear not because right on cue (see what we did there) the Just Williams boys, aka John Newsome and Duncan Williams, are here to get you back into your Tuesday routine. As is customary they start with talk of...

Duncan Williams and John Newsome are back, all primed and ready to talk you through your regular slice of Global Financial news and Investment Market insight. We begin as always with an update on Inflation and Interest rates, and an acknowledgment from Duncan that whilst it might seem on the surface that this part of the podcast is a bit rinse and repeat, the fact is a lot has been shifting from t...

Welcome back to the Just Williams, your perfectly formed snapshot of what is going down in the world of investment. This week, regulars John Newsome and Duncan Williams give you their predictions for interest movement of the remainder of the year, and why it could be more modest than anticipated. They take a look at how they think AI will impact the employment market and why Gold has had a bit of...

Regular hosts Duncan Williams and John Newsome are back for another slice of financial news and market update. Starting with an update of global inflation and monetary policy, they turn next to one key aspect of the recent budget, and offer their thoughts on the new ‘British’ ISA. After that they look to the investment markets, and ponder three examples of large companies facing some challenging c...

Regulars Duncan Williams & John Newsome have plenty to get stuck into in this latest edition of the Just Williams podcast, which proves to be a bit globe-trotty in nature. So after updating you on Inflation & Interest Rates the boys turn their attention to the US to speculate on the current situation post Super-Tuesday, and what another dose of the Donald might mean for global financials....

Join the Just Williams management team of Duncan Williams and John Newsome as they take you on your fortnightly foray into the world of Global Finance and the Investment Markets. After the usual update on inflation and interest rates they turn their attention to a recent development in the Japanese stock market that has been thirty-four years in the making. They also look at a new report that lays...

Duncan and John kick off this episode with a deeper dive into inflation, in particular a problem they have been talking about for quite a while now namely the structural inflation that seems to be hanging around despite all efforts to shift it. Now of course you can take a view on how well this has been managed globally, and as you would expect they do.

 After a check-in on the situation in the S...

Look at us go, sticking to our resolution and bringing you a new episode at the time we promised. And what’s more a bit of a departure from the norm, after a quick update on the global financial situation we jump head first into an example of how we work we review a portfolio. So if you have ever been intrigued about our methodology then today’s podcast is very much for you, and remember if you wa...

A brand new year, and a brand new resolution from the folks at the Just Williams podcast. What won't be changing is the regular focus on current events and how they impact on the global financial markets, the up-to-the minute insight into the investment sector or highlighting what we need to be watching out for next. And you can rest easy, because it will continue to be delivered with the same mix...

Look out, it's the Christmas Special edition of the Just Williams podcast! Tune in as John & Duncan, resplendent in their Christmas Jumpers, close out the year by taking you through some of the highs (and the not-so-highs) of global economic conditions and the investment markets over the course of 2023. Whilst sticky inflation, and indifferent monetary policy might not have been everybody's id...

It's the post-Thanksgiving, pre-Advent edition of Just Williams and it's coming at you with twinkly lights, frosty paths and the faint whiff of a warm mince pie. As always we catch up with the last global economic news before Duncan & John offer pithy insight into the investment markets with that laser-like focus that you have come to expect. Christmas has indeed come early.

We have been reminded over the last few weeks that whatever happens the world always continues to turn, which means there is always something for us to get our teeth into when it comes to matters of financial investment. So for this recording we talk about the latest on how stubborn underlying inflation continues to be, and what this means for interest rates, the ongoing dichotomy in regard to mov...