Time in the Market

In this month’s podcast Invesco’s Ryan McCormack, Sr. Factor & Core Equity ETF Strategist at Invesco US, shares his thoughts on the current condition of both the Nasdaq and several of its high-profile components. Up for debate is valuation extremity, Nvidia, Apple and Tesla’s operational achievements, the pertinent areas of A.I. success, the impact (or not) of bond yields and potential consequ...

In a change from our usual schedule Ben Jones discusses Invesco’s Global Investors’ Forum Summit with Co-Head of Investments, Stephanie Butcher. They discuss what they learnt about geopolitics, demographics, AI, supply chains, and much more, and how investors coming together to debate and challenge each other helps our investment process. This podcast is for UK Professional Clients Only. Capital a...

In this month’s podcast Invesco’s Graham Hook, former government adviser and current Invesco Head of UK Government Relations, shares his insight on the surprise July General Election. Specifically, Graham reveals the range of results we are expecting, what the likely outcome means for policy priorities, how those policies will be funded, what the impact may be on the economy, and how each party ma...

On this week’s show we begin by discussing the startling political developments either side of the Atlantic and their market impact/relevance. From there we pivot to economic fundamentals, reviewing the latest, and upcoming, US inflation and jobs data, before debating the policy agenda for the ECB, with cuts heavily touted to begin this week. This podcast is for UK Professional Clients Only. Capit...

In this month’s podcast we deliver a high level discussion on a handful of specific UK companies and sectors, including Banks, Insurance, Energy, Retail, Consumer Brands and Miners. Our expert guest is Janus Henderson’s Absolute Return fund manager, Luke Newman. As ever, Luke delivers a highly engaging performance offering up leading, and thought provoking, insight. This podcast is for UK Professi...

On this week’s show we discuss the market’s keen response to only a modest drop in US inflation, and whether signs of weakness in US consumer balance sheets threaten a more worrying fall in prices. Some time is also spent analysing the heightened interest in UK equities and whether this momentum can continue. This podcast is for UK Professional Clients Only. Capital at Risk. This podcast was recor...

On this week’s show we discuss the apparent turnaround in relative performance between the US and European economies, discussing what’s driving the ‘closing of the gap’ and whether it is durable? Ben and Ben also take the time to discuss Q1 Earnings Season and the improving trends in both buy backs and dividends. This podcast is for UK Professional Clients Only. Capital at Risk. This podcast was r...

In this month’s podcast we deliver a focused conversation on the subject of India, with guest Indian Equity fund manager Shekhar Sambhshivan. In a broad conversation, topics covered include economic growth, fiscal policy, inflation, monetary policy, the electoral cycle, and stock market valuation. There is also the opportunity to briefly review HDFC. This podcast is for UK Professional Investors O...

On this week’s show we discuss the troubling geopolitical backdrop from both a news flow and data-led perspective. Using this framework, we discuss analogies with times past, including 2022, and whether such circumstances, coupled with other significant factors, set the UK equity market up for a period of better performance. This podcast is for UK Professional Clients Only. Capital at Risk. This p...

On this week’s show we discuss the latest US Jobs Report and how this is influencing growth, inflation and monetary policy expectations. We also take some time to review how these dynamics are impacting the performance and outlook for equities and commodities. This podcast is for UK Professional Clients Only. Capital at Risk. This podcast was recorded on 9th April 2024. Hosted on Ausha. See ausha....

This month, the Time in the Market Podcast enjoys a privileged opportunity to discuss some of the most high-profile stocks on the market with Terry Smith of Fundsmith. On the agenda is Meta, Novo Nordisk, LVMH and (of course) Nvidia! This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 14 March 2024. Hosted on Ausha. See ausha.co/privacy-policy for more...

On this week’s show we discuss the latest developments at Central Banks as the BoJ raise interest rates for the first time in 17 years and the SNB make the first interest cut within developed markets. Though there was no change in policy we also look closely at the latest developments at The Fed and BoE. This podcast is for UK Professional Clients Only. Capital at Risk. This podcast was recorded o...

On this week’s show we discuss the latest US Jobs and Inflation data, how it influences the read on the US economy and what’s next for US Monetary Policy. We also link in some comment on UK wage data, before rounding out with a discussion over bubble fears. This podcast is for UK Professional Clients Only. Capital at Risk. This podcast was recorded on 12th March 2024. Hosted on Ausha. See ausha.co...

The Time in the Market Podcast takes an opportune moment to discuss the ‘hottest’ parts of the stock market currently - AI. Invesco Global Equities fund manager, Joe Dowling, shares insights on the business models of some of the most well-known companies from in and around this theme, and some that are less so. From Nvidia to Broadcom and Microsoft to BESI, Joe offers a clear and thoughtful take o...

On this week’s show we discuss the merits of Macro Research versus Tech Earnings before offering brief insights on UK, European and US growth and inflation data. We also reflect on how markets have and might respond to the potential reduction in interest rate cuts for the year ahead. This podcast is for UK Professional Clients Only. Capital at Risk. This podcast was recorded on 28th February 2024....

In this week’s podcast the focus is on the remarkable earnings season that has just unfolded. What were the surprises, where are the trends and what is the guidance? This podcast is for UK Professional Clients Only. Capital at Risk. This podcast was recorded on 9th February 2024. Hosted on Ausha. See ausha.co/privacy-policy for more information.

On this week’s show we deliver our immediate (but measured) response to the blow out US Job creation. A quick take on the key takeaways, before interpreting how this might impact interest rate policy and investment strategy. This podcast is for UK Professional Clients Only. Capital at Risk. This podcast was recorded on 2nd February 2024. Hosted on Ausha. See ausha.co/privacy-policy for more inform...

On this week’s show we discuss strong US GDP numbers, the macro read from earnings season, and whether Chinese policy makers have done enough to stoke animal spirits. This Podcast is for UK Professional Clients Only. Capital at Risk. This Podcast was recorded on 29 January 2024. Hosted on Ausha. See ausha.co/privacy-policy for more information.

The Time in the Market Podcast kicks off 2024 in some style as we welcome industry idol Jim Reid, Deutsche Bank’s Head of Global Macro Research, author of the ubiquitous Early Morning Reid and all-around nice guy.  Within the conversation we learn of Jim’s thoughts on recessionary risks, interest rate policy, investment strategy and his current preferred Liverpool striker. A genuine treat for inve...

A high energy, 10-minute (or so...) conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.  This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 16th January 2023. Hosted on Ausha. See ausha.co/privacy-policy for more information.

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.  This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 3 January 2023. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In our Final Time in the Market Podcast of 2023, Invesco’s Chief Market Strategist, Kristina Hooper, elaborates on her investment outlook for 2024. In the discussion, Kristina shares her road map for growth and policy through the year ahead, as well revealing her preferred asset classes, regions and sectors. This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was reco...

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.  This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 18 December 2023. Hosted on Ausha. See ausha.co/privacy-policy for more information.

A high energy, 10-minute conversation covering the major stories dominating markets, hosted by Ben Gutteridge and Ben Jones from Invesco’s Multi-Asset Strategies team.  This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 5 December 2023. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In the latest podcast BCA Research Chief Global Asset Allocation Strategist, Garry Evans, shares his view of the appeal of Japanese Assets, covering the equity and bond markets, but also the currency.  This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 17 November 2023. Hosted on Ausha. See ausha.co/privacy-policy for more information.