Just Williams

The new episode of Just Williams hits the ground hard this time, as Investment Managers Duncan Williams and John Newsome weigh up what they think will happen with Interest rates either side of the Atlantic as well as what Rachel Reeves may do in the pending Budget, and that might mean for investors.

They spend a little bit of time discussing the value of Gold, and what the lack of investment in exploration may do to the long term price of Oil.

Finally they turn their attention to the increasing number (and relative performance of) passive funds verses active managed funds, and whether this trend is one to welcome or be cautious of.

Back refreshed after the summer break the Just Williams podcast regulars Duncan Williams and John Newsome bring you a packed autumnal edition.

The regular interest rate and inflation section focusses on the apparent shortage of available employees on both sides of the Atlantic, and the how that could be an inflationary factor as well as the impact of the recent public sector pay settlements in the UK.

They discuss the systemic problem with house prices and income multiples, look at the performance of regulators (specifically the case of water companies) and round up all the news from the investment sector.

Welcome back to another slice of investment insight with Duncan Williams and John Newsome of Williams Investment Management.

Duncan has been known to comment that they are forever banging on about inflation and interest rates, and whilst that may have a ring of truth, the discussion this time is almost Olympian in its analysis of the current state of play. The UK, US and Japan all feature in a breakdown that draws together all the reason why we might be looking at a return to the Seventies.

There is an update on the state of Tech stocks, including a blast-from-the-past reference, and an update on the latest industry news from the Investment sector.

Oh, and a bit of housekeeping, the boys will taking a short summer hiatus and will be back on the 6th September.

It's as you were for the new episode of the Just Williams podcast, as Duncan Williams is joined by John Newsome, fresh from vacation and invigorated by tales of hi-tech luggage handling.

In fact it's a bit of a globe-trotting instalment, as we bounce between commercial and political updates from all over the place, including a prediction about UK interest rates, what's happening at Tesla and the impact of a change of candidate in the US presidential election.

And if that wasn't enough, they managed to crowbar in some industry news, including an intriguing update from the FCA

The first Just Williams podcast since the general election, so clearly lots to talk about.

As usual Duncan Williams of Williams Investment Management is on hand and for this episode he is joined by his colleague Val Wade.

First up is the burning question of how Labour is going to fund their manifesto promises now they have got themselves into power. History would suggest they will increase taxes, but is that the case and if so where will they look for the cash.

And just to prove they don't dodge the hard ones, Duncan & Val then turn their attention to what Labour will be doing about the climate and the pledge to guide the UK to net-zero.

It's a bit of a strange one this time.

Which is a little odd because we had ensured the pre-recording schedule was followed to the letter

1. Duncan Williams and John Newsome on-hand to offer forthright opinion and pithy comment. Check,
2. An update to the headline inflation figure which could prompt a shift in Interest Rates. Check.
3. Absolutely no activity from the Bank of England Monetary Committee. Check.
4. A good dollop of sage advice. Check

So why is it strange we hear you cry? Well you will have to listen to find out, but here's a clue - it doesn't have anything to do with the football or the weather.

Well this is a bit of a turn-up, we have hit the 50 episodes of the Just Williams podcast!

To mark this particular milestone (and to help us celebrate) now would be a perfect time to recommend your favourite investment podcast to your friends and colleagues, just get them to search us up in their podcast platform of choice and hit the 'follow' button.

Anyway back to Episode 50, and today Duncan Williams and John Newsome begin by pondering the general election campaign, how it is going and what difference (if any) it will make to the financial and investment markets.

They have a little look at some stock market news, and finish with an update of news coming from within the investment sector itself.

Duncan Williams and John Newsome of Williams Investment Management are back for another slice of financial chat and analysis.

For this episode everything is being viewed through the prism of the upcoming general election, which means they consider the possible impact this will have on inflation and interest rates as well as other general macro-economic conditions.

And because you would expect no less, they also ponder on what a change of government will mean for personal investments and the advice they give their clients.

Duncan Williams and John Newsome of Williams Investment Management are back to keep you ahead of the curve as far as financial matters are concerned.

This time we delve into the delicate and nuanced relationship between property values and government spending and how they both impact on the setting of interest rates and the level of inflation.

We also take a look at how US foreign policy may influence oil prices, the reaction of the stock market to the recent overhaul of Unilever and how a bout of ambulance chasing is playing out in the investment space.

It's always a bit of a struggle getting back into the swing of things after a three-day-weekend, particularly if you have been kicking back with a beverage of choice and enjoying the snooker. Fear not because right on cue (see what we did there) the Just Williams boys, aka John Newsome and Duncan Williams, are here to get you back into your Tuesday routine.

As is customary they start with talk of Inflation and Interest Rates, by delving into just some of the reasons why many of the predictions about what was going to happen in 2024 were disconnected with what is actually going on in the real world.

The oft-asked question of the impact of a change of Government (particularly given the current circumstances) is tackled next, followed by a proverbial toe dipping in the choppy current of Thames Water.

And finally there's an update on the work the FCA is doing to protect investors from scams and unregulated firms and advisors.