Just Williams

Welcome to this news episode of the Just Williams podcast, which falls in the middle of the Party Conference seasons and was indeed recorded on the day the Prime Minister took to the stage in Liverpool. Duncan Williams is on hand to guide you through some of the likely implications of that speech as well as some of the policy initiatives already announced, and he is joined by David Scott and James...

After a well-earned August break, Duncan Williams is back to lead the team through the latest episode of the Just Williams podcast. Joining him this time are James Newsome and David Scott, and the task at hand is to try and make some sense of what is going on with inflation and government debt. So expect to hear updates on the challenges to global oil supply, the challenge of rolling over national...

A slight change for the Just Williams podcast this time around, as we depart from the usual discussion format to a more Q&A style approach. What it means in practice is that Valerie Wade keep the questions coming for regular David Scott, and he takes us through the latest on the Bond markets, inflation and interest rates, the stock market and investor behaviour. And if that wasn't enough, Jame...

There is a little bit of a feel of summer recess for this late-August episode of the Just Williams podcast, Regular host Duncan Williams is being pampered in an undisclosed location, which means John Newsome takes centre stage to orchestrate events with fellow regular David Scott. And quite a chat it turns out to be, prompted by a rule-of-thumb comment about equity investing that takes this pair a...

Coming hot off the heels of the longest ever episode of the Just Williams podcast, we have another edition jam-packed with analysis of what is going on in global economic and political news. We begin with an example of the volatility of AI Bubble, and how this might indicate the possible bottom of the economic cycle. Alongside this we have more sign that the FTSE continues to decline, with Astra Z...

Welcome back for another episode of the Just Williams podcast, bringing you the latest economic and investment analysis. Valerie Wade is back in the chair, doing her best to keep regulars John Newsome and David Scott on time and on topic. As you could probably have guessed there is lots to get through this time, with the arrival of Andy Burnham to No.10 and what it might mean for the UK There is a...

Now we don't won't you to go thinking that there will be anything in the least bit anti-climatic about the latest episode of the Just Williams podcast, or that it is somehow in the shadow of it's centennial sibling. Clearly we partied hard for the 100th, but once we had got that out of our system we were back at it working on 101. So strap in for an update on the AI bubble, what Donald Trump has b...

So this is a thing then. What started out as something that felt a little bit quirky way back in April 2021, has now developed into a thing that we are really quite proud of. In the last four years we have gone from sort of monthly, to a regular bi-weekly schedule and you have got to know quite a few of the Williams Investment family. We have talked you through a whole heap of global events, and a...

Nothing livens up a Tuesday morning like a new episode of the Just Williams podcast, even more so when it marks the return of regular Duncan Williams to the hosting hot seat. David Scott is on hand to provide the analysis as the pair dive into the latest global economic and political developments that are likely to impact the investment sector. First up is an update on the situation in the Middle...

A warm welcome back to the Just Williams podcast, picking up the pace as we approach the milestone of our 100th episode… This week Valerie Wade is back in the hosting chair, asking the questions and generally ensuring that regulars John Newsome and David Scott stay on point. And there is a lot to get through, starting with the latest UK inflation figures and how they are being interpreted by the B...

It’s a bit of an epic pod this time around, both in terms of the scope of the subject matter and the breadth of the discussion. Valerie Wade is on hosting duties, with John Newsome and David Scott providing the analysis and opinion. The starting point is the recent Local Elections in the UK, and what the catastrophic results might mean for the future of the Labour leadership, and by default the ma...

A couple of weeks on from the last Just Williams podcast but the main topic of conversation remains constant, namely the ongoing conflict in the Middle East. Host Duncan Williams is joined by John Newsome and David Scott as they consider the implications of it becoming an extended military operation, and how it will impact on the Global Economy and the Investment Markets. They also turn there atte...

It is very much a globally themed episode this time as Duncan, John and David discuss the ongoing turmoil in the Middle East, and dig down into the turbulence and challenge it creates in the investment sector. They ponder the significance of the situation within the overall cycle of the markets, and try to understand how other events like the UK local elections, or the process to appoint a new Cha...

In this new episode of the Just Williams podcast we extend a warm welcome to the newest member of the team, David Scott. Duncan Williams is on hand to take care of the introductions and in the process learn a little more about his background, and general philosophy around investment management and the markets. All of that whilst sharing their thoughts on the impact of the evolving situation in the...

As we welcome back Duncan Williams and John Newsome of Williams Investment Management for another episode of the podcast, the only story that is making the news is the economic fallout from the ongoing conflict in the Middle East. Which means we are going to be covering the inevitable impact on the global economy, an inflationary shock and the subject of energy security. There is also some news ab...

Back after a short break, and straight into the economic repercussions of the conflict in the Middle East. Duncan Williams and John Newsome try to make some sense of the last few days, and what it might mean in the short, and the medium term. They consider the immediate impact on the strength of the dollar, and whether it will be an ongoing trend, and what it might mean for the markets. They also...

After a couple of fairly epic episodes (certainly by our standards) John and Duncan are back for a more streamlined take on the latest economic and investment news. Proceedings are more than a little influenced by what is going on in the U.S, and the Presidents pick for the Chair of the Federal Reserve, which starts a whole heap of chat about the reasons behind the pivot and how the markets may ha...

A bit of a bumper episode this time around, as Duncan Williams, Val Wade and John Newsome try and make some sense of the craziness that threatens to engulf us all. There is a lot to ponder around the recent interventions of the American President, particularly around his desire to appropriate Greenland and impress his will on the decisions of the Federal Reserve. Does any of it make any kind of se...

Welcome to the latest Just Williams podcast, in which Abi Ostler invites podcast regulars Duncan Williams and John Newsome to muse on the latest goings-on in the world on investment. The theme this time is a look back at the significant moments of 2025, and what they potentially mean for the upcoming year, so be ready for lots of Geopolitical updates. We begin at home with the recent performance o...

For the last time in 2025 we drop in on the team at Williams Investment Management. And because it's the last one then it's time to look back to the market predictions that Abi, Val, John and Duncan made a year ago, to see how they got on. As you would expect there were some bullseyes, as well as some darts that completely missed the board, all of which will be discussed and explained. And of cour...

Welcome back to another episode of the Just Williams podcast. Today Abi Ostler is joined by Duncan Williams, Valerie Wade and John Newsome to discuss the things that are making news in the investment markets, both here and around the globe. There is some hangover chat from the recent budget, including how it might impact the inflation stats over the coming months, as well as an update on the jobs...

We know it was only last week, and we know you might be a little sick of hearing about it, but honestly we do need to talk to you a little about the Budget. Whether it was better than we feared, or indeed worse than we hoped, the fact is that we are going to have to deal with the changes that the Chancellor has put forward, and what the long term consequences might be. So settle back as Duncan, Jo...

Welcome to your bi-weekly round up of all the news that is worth knowing, in the financial and investment markets. Your regular podcast hosts, who also AKA as Duncan Williams and John Newsome, are back and after covering all the usual bases they deep-dive into plans that are afoot to create a Silicon Valley in the UK shires, and what is going on with the latest issuance of UK Government Debt. Whic...

The Just Williams podcast is back, with regulars Duncan Williams and John Newsome in front of the mics and ready to do business. There is a very definite sense of treading water in this penultimate pre-budget episode, as so much is hanging on what happens on the 26th November. One thing that both of them do agree on is that it’s not looking like anything too promising is going to hover into view o...

Are there going to be any surprises in the upcoming budget, or has it been set in stone for nearly a year? Are we on the precipice of a stock market crash? Why aren't there more driverless trains? Just three of the questions you can expect to be discussed and debated in this latest episode of investment news brought to you by the team at Williams Investment Management. Duncan is on hosting duty th...