Need to Know Investment Podcast

Sarah Muir and David Broomfield cast a keen eye over Jackson Hole. From the history of the central bankers' summit to what we've learned from this year's symposium. Plus, should we even care about central banks' policies?

Sarah Muir is joined by Monique Wong and Joe Aylott for a the latest on markets. As we head into the final months of the year, what does the macroeconomic backdrop look like? Plus, thoughts on US Federal Reserve policy. And in the wake of recent market volatility, what history tells us about what happens to markets after they've 'fallen out of bed'.

Sarah Muir and David Broomfield look at some of the more esoteric investment strategies that may have impacted recent market volatility. From carry and dispersion trades to covered call ETFs - the risks when investors become complacent and how these strategies can react when volatility spikes.

Sarah Muir and David Broomfield look at what's behind current market volatility. From US jobs data to earnings, how much is the current sell-off caused by fundamentals? What part do technical factors, like the much-talked-about 'carry trade' play in current volatility? Plus, thoughts on the reliability of the 'Sahm Rule".

Sarah Muir and David Broomfield look under the bonnet of sovereign wealth funds. With huge levels of capital to deploy, what impact do SWFs have on markets and how transparent is their management?

As sports fans turn their attention to Paris and the Olympic Games, Sarah Muir and David Broomfield consider how much this global sporting event might impact the host city's economy. Does success in the medals table translate into stock market returns?

Sarah Muir is joined by David Broomfield and Howard Sparks for a look at investing styles. Buying cheap, good or trending stocks can be tricky but does one investing style outperform the others?

Sarah Muir is joined by David Broomfield and Coutts CIO Fahad Kamal for a look at Thursday's election result. What does a Labour government mean for markets and how might it influence our approach to investing? For more on the result from an investment perspective, go to Coutts.com

Sarah Muir and David Broomfield look at how an increase in state intervention in economies might impact markets.

Sarah Muir and David Broomfield look at the impact of elections on market returns and why where we are in the business cycle is often more important for investors than who wins at the polls.

For a special extended episode of Need to Know, Sarah Muir met up with Simon Kidston, founder of Kidston, to discuss the pros and cons of investing in classic cars.

Sarah Muir and Kitty O'Shea, director of Coutts Real Estate Investment team, take a look at the London Prime Property market and the three things you need to know about buying a home in the capital. Read Coutts London Prime Property Index

Sarah Muir and David Broomfield discuss three things that might be standing in the way of the AI revolution.

Sarah Muir and David Broomfield are joined by Coutts Investment Strategist Joe Aylott for a look at gold - from its history as a store of value to what’s behind the current price spike.

Sarah Muir and David Broomfield are joined by top sommelier Tim Ellison for a deep dive into the world of investing in wine. They discuss how the great vintages fare against other alternative assets and current market trends, and how climate change could impact traditional wine-producing regions.

Sarah Muir and Irene Wolstenholme look at the three things you need to know about proposed changes to the taxation of those with resident non-domiciled status – or ‘non-doms’.

Sarah Muir is joined by David Broomfield for a look at population mega trends and what they mean for the global economy. They also discuss the recent rise in weight loss drugs, and the surprising impact they could have on companies that tempt us to make food-related impulse purchases.

Sarah Muir and Alan Higgins discuss why central banks may be making fewer rate cuts than originally anticipated. And one year on from the collapse of Credit Suisse, do investors have short memories?

Sarah Muir and Alan Higgins are joined by Coutts Multi Asset Strategist David Broomfield for a look at China. We’ll be asking whether its stock market is undervalued and discussing the longer-term outlook. Plus, how does China compare with another emerging market, India?

With the S&P 500 and Nasdaq at all-time highs, are we in bubble territory? Sarah Muir and Alan Higgins discuss such bubbles – their history, definition and whether or not we’re seeing one now.

Sarah Muir and Alan Higgins are joined by Amelie Sarrado of Christie’s for a look at art as a store of wealth. From recent trends in art markets, and the outlook for the coming decade, to why buying art should be passion first, investment second.

Sarah Muir and Alan Higgins are joined by Coutts US equity expert Howard Sparks for a look at earnings season in the US and Europe. Plus, we revisit the debate around active management – is the dominance of a handful of companies really so bad for stock pickers?

This week Sarah Muir and Alan Higgins are joined by James Stringer from Coutts’ Trading & Execution team for a look at the shift to T+1 in US markets. Plus – the Magnificent Seven becomes the Famous Five, and the ongoing resilience of the US economy.

Sarah Muir and Alan Higgins are joined by Coutts CIO, Fahad Kamal to look at gold as a diversifier, the outlook for Chinese equities and the formula for valuing commercial property.

This week Sarah Muir and Alan Higgins look at why active managers in the fixed income universe are more likely to beat benchmarks than their equity counterparts. Plus can property hold its value in a higher interest rate environment and the rise of pessimism – how much is priced in to markets?