Time in the Market

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.

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 21 November 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 7 November 2023. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In the latest podcast Invesco European Equity Fund Manager, Oliver Collin, challenges the unimpressed consensus over European equities. Beginning with an assessment of macro conditions the conversation flips to a more stock specific/opportunistic angle for the second half. This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 20 October 2023. Hosted on A...

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 24 October 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 10 October 2023. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In the latest podcast M&G’s Head of Fixed Income, Jim Leaviss, shares his insights on the growth and inflationary back drop in the major economies and the opportunities that present in global bond and currency markets as a result.   This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 25 September 2023. Hosted on Ausha. See ausha.co/privacy-policy f...

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 26 September 2023. Hosted on Ausha. See ausha.co/privacy-policy for more information.