We are joined in our latest edition of BM Talks by Bill Dinning. He is Chief Investment Officer of W1M, the UK wealth and investment manager formed in 2024 through the merger of Waverton Investment Management and London and Capital Group. Bill was previously Head of Investment Strategy at Coal Pension Trustees and prior to that at Kames Capital in Edinburgh.

We asked: 

• Are marketd underestimating the inflationary impact of tariffs?
• Is there still value in the US markets given the meteoric rise of the MAG7?
• Why do you see more rate cuts from the Bank of England?
• Is Japan's renaissance real this time?
• Why do you still recommend holding Gold?
• What does McCarthy-era America tell us about Trump 2.0?