Time in the Market

In the latest episode of our award-winning podcast series we are thrilled to host Ashley Oerth, an Invesco Global Market Strategist and highly experienced Digital Asset analyst. In a highly informative and engaging discussion on this extremely topical area, the conversation offers something for everyone with interest in this field. Ashley begins by sharing an explanations/reminder of what the bloc...

In Invesco’s latest Ben Squared podcast our resident pair discuss the outcome of the latest US Federal Reserve meeting, focusing on their change in policy guidance and economic forecasts. The conversation then returns to the topic of Fed independence before concluding with some thoughts on market strength and analogies with history. This podcast was recorded on 23rd September 2025.   *This podcast...

In Invesco’s latest Ben Squared podcast our resident pair discuss expectations for a busy week for Central Banks. In focus is the US Federal Reserve, reviewing who may be in attendance, how they may vote and what guidance we can expect for the future of interest rate policy. Dissention from our guests and Fed Board members is to be expected! This podcast was recorded on 15th September 2025.  *This...

In Invesco’s latest Ben Squared podcast our resident pair discuss the latest US Jobs Report and whether it is nail in the coffin of our ‘No US rate cuts in 2025’ call? The conversation also reviews the health of the US jobs market and consumption prospects, as well as inflationary dynamics, setting us up for a debate about the path of US interest rates in the coming months and quarters. The conver...

In the latest Ben Squared podcast the resident pairing discuss the ongoing travails at the Federal Reserve and the degree to which this story may yet impact capital markets. The focus of the conversation, however, resides in the dollar debate. The cautious view on the greenback, held by our resident guest, is challenged, with US economic resilience and European/UK economic and political uncertaint...

In the latest Ben Squared podcast the resident pairing discuss the outcome of the recent Jackson Hole Central Bank Symposium with the star turn from Fed Chair, Jay Powell, the focus. In the debate we reflect on the dovish interpretation from the market whilst offering our own independent assessment of the speech. The discussion then moves on to cover the recent drama between FOMC Board (and Intere...

In the latest Ben Squared podcast the resident pairing discuss the latest ‘noise’ surrounding Fed Chair nominees and what useful (if any) market signals lie within. This topic offers a neat segway into an inflation debate before rounding out on ‘central bank matters’ with some anticipatory thoughts on the Jackson Hole Symposium. The podcast concludes with a review of investment strategy. This podc...

In the latest episode of our award-winning podcast series we take a pivot away from an exclusive investment conversation and, instead, turn to a crucial soft skill, Critical Thinking. To help explore this important topic we are privileged to host Dr Pippa Grange, a lauded applied psychologist and author, and former Head of People and Team Development at The Football Association. The conversation i...

In the latest Ben Squared podcast the resident pairing pivot to a more focused conversation on the UK. Up for debate is the interest rate outlook and the relatively even split at the Bank of England, as well as some broad commentary about the backdrop for inflation and health of the labour market.  The conversation concludes with some comments on how these views are reflected in our investment str...

In the latest Ben Squared podcast the original duo is back in control, reviewing what has been a remarkable week for economic data and ‘events’. The focus is the US jobs report and consequences for Fed policy, though some time is taken to review the live debate over ‘data quality’ and ‘personnel’ within this realm. The conversation concludes with a look at earnings and impact (or not) of tariffs....

In the latest Ben Squared podcast, Ben Jones hosts his longtime friend and colleague Chris Mellor as they discuss what ETF investors are buying and selling, trade deals, and why the latest economic data point to economic resiliency. This podcast was recorded on 29 July 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns Hosted...

In the latest Ben Squared podcast Ben Jones steps into the role as host and is joined by Mike Bessell from Invesco’s Real Estate Team. Ben and Mike discuss what they see in US and UK inflation data and whether their views have changed in recent weeks. Mike then offers a deep dive into the global real estate market, changes in pension regulations towards alternatives, and where real estate flows ar...

In the latest Ben Squared podcast we welcome special guest David Aujla, a Multi-Asset Fund Manager from Invesco to the studio. The focus of the conversation, following a brief intrusion from an additional (high profile) touring guest, is on portfolio ‘implementation’. Specific areas of coverage include managing ‘Mag 7’ exposure, the active v passive debate and the merits (or not) of small caps. A...

In the latest Ben Squared podcast we welcome a returning guest to the studio, in the form of Graham Hook – Invesco’s Head of UK Government Affairs. As (likely) anticipated, the conversation focuses on the drama of recent policy U-turns by the government and the potential fiscal and economic consequences. Time is made, however, to discuss wider policy decisions and intentions, as well as the health...

In the latest episode of our award-winning podcast series we are privileged to host Marko Papic, lauded Geopolitical Investment Strategist, author, media star and author. In a fast-paced, insightful and highly entertaining conversation we discuss how US politics, fiscal and monetary policy are shaping Marko’s view on the equity, bond and currency markets – with a particular focus on the dollar. Th...

In the latest Ben Squared podcast we begin by discussing the ‘investment learnings’ from the recent Middle East flare up. We then pivot to a review of the driving forces behind global stock market strength, with many international indices approaching and/or attaining all-time highs. The conversation then concludes with some analysis of the recent German budget and NATO summit, picking out the most...

In the latest episode of our award-winning podcast series we take the opportunity to discuss the risks and opportunities that present within the global equity universe. In a blended macro and micro conversation, we begin by reviewing the impact of US Trade Policy, European/German Fiscal and recessionary threats on Stephen’s investment strategy. We then flip to a sector and stock specific debate, c...

In the latest Ben Squared podcast we discuss the troubling developments in the Middle East, focusing on the consequences for the oil price and global equities. We then reflect upon last week’s policy choices and communications from the US Federal Reserve and Bank of England, before concluding with some comment on gold. This podcast was recorded on 23rd June 2025.   *This podcast is for UK Professi...

In the latest Ben Squared podcast we briefly discuss developments in the Middle East before focusing on both the typical and atypical market reactions. In the final segment of the podcast we look ahead to a host of Central Bank meetings this week, reflecting upon how recent data may impact decision making for the remainder of the year. This podcast was recorded on 16th June 2025.  *This podcast is...

In the latest Ben Squared podcast we discuss the major investment themes/calls of the year and whether they still hold, chiefly Equities over Bonds, International Equities over US Equities, dollar bearishness, gold bullishness and zero rate cuts from the Fed (in 2025). This podcast was recorded on 10th June 2025.  *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance...

In the latest Ben Squared podcast we begin by reviewing recent developments in US Trade Policy as US courts make a remarkable intervention. From there we move on to the latest updates on the One Big Beautiful Bill, and potential consequences for US debt and monetary policy. We also take some time to review the policy dynamics between President Trump and the Fed Chair before concluding with a  remi...

In the latest Ben Squared podcast we begin by reviewing recent developments in US Trade Policy as a familiar approach is undertaken with the EU. From there we pivot to the bond market where a more expansive US fiscal agenda seems to be meeting the ire of Treasury holders. This podcast was recorded on 27th May 2025.   *This podcast is for UK Professional Clients Only. Capital at Risk. Past performa...

In the latest Ben Squared podcast we begin by reviewing the recent stock market strength, primarily in the context of evolving US trade policy, before pivoting to a potentially more worrying backdrop for US Treasuries. To finish we debate the Bank of England’s interest rate strategy considering the strengths and weaknesses within the UK labour market. This podcast was recorded on 19th May 2025.  *...

In the latest episode of our award-winning podcast series we take the opportunity to revisit UK equities which may just be starting to capture the interest of both domestic and international investors. Joining the conversation and providing expert insight, we are delighted to welcome Beth Shard from Invesco’s UK equity team. In the discussion Beth is asked for her thoughts on the health of the UK...

In the latest Ben Squared podcast we reflect on the promising developments unfolding in trade policy, both from the US and the rest of the world! Incorporating this progress we then review recent decisions and communications from the US Federal Reserve and the Bank of England. This podcast was recorded on 12th May 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past perfo...