Williams Investment Management

Just Williams

Business EN ↓ 65 episodes

An informal discussion of investment management including beginners guides and the approach and investment philosophy particular to Williams Investment Management.

Author

Williams Investment Management

Category

Business

Podcast website

www.williams-im.com

Latest episode

Jun 30, 2026

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Episodes

Just Williams - Episode 75 01.07.2025

The Just Williams podcast is back, with regulars Duncan Williams and John Newsome in front of the mics and ready to do business. The sun may be shining, and there may even be talk of hosepipe bans in Harrogate, but the economic news is a little more gloomy and the skies are looking ominous. It's a bit of a ping-pong episode as we bounce between the UK and the US on all matters of inflation, invest...

Just Williams - Episode 74 17.06.2025

The Williams Investment team of Duncan Williams and John Newsome are back and fired up to bring you their thoughts. Even though today's episode was recorded before this weeks Spending Review, there is still much to ponder including the impact that the crippling costs of energy is having on the UK economy, the moves the Trump administration are making to try and influence monetary policy in the US...

Just Williams - Episode 73 03.06.2025

The Just Williams podcast is back, with regulars Duncan Williams and John Newsome in front of the mics and ready to do business. The UK economic situation is the first thing up for discussion with the recent drop in interest rates (and further cuts expected) bumping up against rising inflation, and resulting in some scratching of foreheads. America is up next with the latest economic numbers sugge...

Just Williams - Episode 72 20.05.2025

There are quite a few economic updates to get through in this episode of the Just Williams podcast, as hosts Duncan Williams and John Newsome ponder a change to UK interest rates as well as a Trade Deal with the U.S And, as will come to no surprise to regular listeners, they are forthright with both analysis and opinion. In other news there is an update on a u-turn by the Belgian Government around...

Just Williams - Episode 71 06.05.2025

Welcome to the new episode of the Just Williams podcast, with Duncan Williams back in the 'asking-questions' chair and John Newsome in the 'one marked 'insightful perspective and pithy comment'. The first part of this weeks pod is taken up with discussion of the Tariff plan dreamed up by the Trump administration, and whether it really stands together as a well-considered strategy. There is a littl...

Just Williams - Episode 70 22.04.2025

You may recall that the last episode of Just Williams was recorded just before the Trump Administration made its major Tariff announcement on April 2nd, and that we promised to look at that in due course. Well that course is well and truly due, as Val Wade and John Newsome hit the ground running with a deep-dive on the implications of what has been going on. And what it might mean for a whole heap...

Just Williams - Episode 69 08.04.2025

If you familiar with the old adage that a 'change is as good as a rest' then you are going to be both informed and refreshed after listening to the new episode of the Just Williams podcast. Val Wade has wrestled the microphone from Duncan Willams, and along with John Newsome she covers off all the important updates since last time. There is a lot of discussion around the Spring Statement from Rach...

Just Williams - Episode 68 25.03.2025

What better way to welcome in the Spring, the time of growth and renewal, than a couple of grumpy old investment managers bemoaning the lack of either. Of course it's never quite that cut and dried, as we shall hear when Duncan Williams and John Newsome get into the weeds of the situation. First up is the UK Economy, and the continuing economic indicators that are offering anything but good news f...

Just Williams - Episode 67 10.03.2025

You can tell there is a lot going on in the world because this new episode of the Just Williams podcast clocks in at just under 30 minutes. That isn't to say that there wasn't an awful lot happening before, it's just that everything (as you shall hear)seems to be on the turbo boost setting. So let Val, John and Duncan whisk you around the globe to check-in with all the news either coming from, or...

Just Williams - Episode 66 25.02.2025

Abi Ostler, John Newsome and Duncan Williams would like to welcome you to the latest edition of the Just Williams podcast. Inflation appears to be the common theme this time around, as the latest figures from the UK, U.S and Japan all seem to be pointing in the same direction. Cue a lively discussion around the variety of reasons that are underpinning this global phenomena, as well as some thought...

Just Williams - Episode 65 11.02.2025

We are harnessing the power of three for the latest episode of Just Williams as Abi Ostler joins regulars Duncan Williams and John Newsome to discuss the latest investment news. First up is the decision by the Bank of England to lower interest rates, and what the ramifications of this policy might be. Then they move across the pond to talk Tariffs and try to understand what Trump is actually up to...

Just Williams - Episode 64 28.01.2025

The Just Williams podcast is back, with regulars Duncan Williams and John Newsome in front of the mics and ready to do business. America is up first with the latest economic numbers a backdrop to the arrival on the stage of the new, and also old, President back for his second term. Our hosts ponder on his much-Trumpeted (see what we did there) policy of slapping tariffs on imports into the U.S, as...

Just Williams - Episode 63 14.01.2025

We wanted to begin by wishing you a Happy New Year and welcoming back to the Just Williams podcast. We have been working on a few new things for our 2025 season, but before you start to panic the wit, wisdom and pithy comment you have come to expect from regulars Duncan Williams and John Newsome will remain a constant. Take todays episode as an example, we have colleagues Valerie Wade and Abi Ostl...

Just Williams - Episode 62 17.12.2024

For the last time in 2024 we drop in on Duncan Williams and John Newsome for our regular update on the Markets, Inflation and the things that are making waves in the Investment sector. And in the spirit of a festive special, our regulars are joined by colleagues Valerie Wade and Abi Ostler to get their two-penneth. Which means on top of the usual topics, there is also a look forward to what will b...

Just Williams - Episode 61 03.12.2024

Break out the chocolate calendar and light the first candle, because quite nothing screams the arrival of advent than two grumpy gentleman of a certain age banging on about inflation. And that is exactly where Investment Managers Duncan Williams and John Newsome begin this episode of the podcast, because with the recent headline rise just announced there is much ground to cover. But that isn't all...

Just Williams - Episode 60 19.11.2024

With so much going on at the moment, it's a welcome return for the Just Williams podcast regulars Duncan Williams and John Newsome to help make some sense of the noise. First up is the U.S election, starting with the performance of the pollsters and moving onto what having Elon Musk as one of his Cabinet picks might have for President-Elect Trump. Back across the water they focus on UK interest ra...

Just Williams - Episode 59 06.11.2024

The Williams Investment team of Duncan Williams and John Newsome are back and fired up to bring you their thoughts on the recent Budget. What did they think about the changes to Employer NICs, the increase in the Minimum Wage and the tweaks to the rules around Inheritance provision, and who do they think would be counting the cost. And of course, the all important question, what will be the knock-...

Just Williams - Episode 58 22.10.2024

The spotlight for this episode of the Just Williams podcast is the upcoming Budget, which means that investment specialists Duncan Williams and John Newsome are speculating on how it might all shake down. They discuss what they think Rachel Reeves has got planned, and what might that might mean for your investment strategy, and indeed the wider economy? What will it mean in terms of the overall ta...

Just Williams - Episode 57 08.10.2024

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...

Just Williams - Episode 56 24.09.2024

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...

Just Williams - Episode 55 10.09.2024

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...

Just Williams - Episode 54 13.08.2024

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...

Just Williams - Episode 53 28.07.2024

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...

Just Williams - Episode 52 16.07.2024

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,...

Just Williams - Episode 51 02.07.2024

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...

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