Just Williams

You can tell there is a lot going on in the world because this new episode of the Just Williams podcast clocks in at just under 30 minutes.

That isn't to say that there wasn't an awful lot happening before, it's just that everything (as you shall hear)seems to be on the turbo boost setting.

So let Val, John and Duncan whisk you around the globe to check-in with all the news either coming from, or impacting on, the financial and investment markets. Which means, and in no particular order, Trumps and Tariffs, robots in Japan, the end of a cycle in China and the shortage (albeit temporary) of vowels in the north of Scotland.

If only the rest of the world was as thought through as this podcast.

Abi Ostler, John Newsome and Duncan Williams would like to welcome you to the latest edition of the Just Williams podcast.

Inflation appears to be the common theme this time around, as the latest figures from the UK, U.S and Japan all seem to be pointing in the same direction. Cue a lively discussion around the variety of reasons that are underpinning this global phenomena, as well as some thoughts around what the next few months might bring.

There is time to focus on an interesting situation in U.S stock market, where nearly half of the current activity is centred around just seven company stocks. The panel speculate on whether the current fascination for the 'magnificent seven' is healthy or sustainable.

And it wouldn't be an episode of Just Williams without checking in on Ed and Rachel.

We are harnessing the power of three for the latest episode of Just Williams as Abi Ostler joins regulars Duncan Williams and John Newsome to discuss the latest investment news.

First up is the decision by the Bank of England to lower interest rates, and what the ramifications of this policy might be.

Then they move across the pond to talk Tariffs and try to understand what Trump is actually up to, and what the end game might be. Finally our intrepid trio settle on the latest news around energy policy.

The Just Williams podcast is back, with regulars Duncan Williams and John Newsome in front of the mics and ready to do business.

America is up first with the latest economic numbers a backdrop to the arrival on the stage of the new, and also old, President back for his second term. Our hosts ponder on his much-Trumpeted (see what we did there) policy of slapping tariffs on imports into the U.S, as well as his thoughts on global oil pricing.

There is an update on the state of the UK economy, ahead of the changes announced in the last budget coming into force in just a few weeks time. A quick trip over to Japan for some interesting news about rising inflation and finally some thoughts on the future of Thames Water.

We wanted to begin by wishing you a Happy New Year and welcoming back to the Just Williams podcast.

We have been working on a few new things for our 2025 season, but before you start to panic the wit, wisdom and pithy comment you have come to expect from regulars Duncan Williams and John Newsome will remain a constant.

Take todays episode as an example, we have colleagues Valerie Wade and Abi Ostler joining us to share their insights, along with their predictions for might be happening to the markets over the course of the next twelve months.

For the last time in 2024 we drop in on Duncan Williams and John Newsome for our regular update on the Markets, Inflation and the things that are making waves in the Investment sector.

And in the spirit of a festive special, our regulars are joined by colleagues Valerie Wade and Abi Ostler to get their two-penneth. Which means on top of the usual topics, there is also a look forward to what will be the talking points for 2025.

So all that remains is to thank you for listening, and all the very best for the New Year!

Break out the chocolate calendar and light the first candle, because quite nothing screams the arrival of advent than two grumpy gentleman of a certain age banging on about inflation.

And that is exactly where Investment Managers Duncan Williams and John Newsome begin this episode of the podcast, because with the recent headline rise just announced there is much ground to cover.

But that isn't all, a whistle-stop tour of the markets takes in developments from the likes of Thames Water, Google, Morrisons, Ford and Jaguar. And that leaves just enough time to catch up on the latest news from the investments sector.

With so much going on at the moment, it's a welcome return for the Just Williams podcast regulars Duncan Williams and John Newsome to help make some sense of the noise.

First up is the U.S election, starting with the performance of the pollsters and moving onto what having Elon Musk as one of his Cabinet picks might have for President-Elect Trump. Back across the water they focus on UK interest rates, and what that means for inflation, before dropping in on the COP summit in Azerbaijan.

Finally there is a look at the implications of what could be an upcoming class action in the car finance sector, and why fashionable investments in overpriced start-ups often come back to bite.

The Williams Investment team of Duncan Williams and John Newsome are back and fired up to bring you their thoughts on the recent Budget.

What did they think about the changes to Employer NICs, the increase in the Minimum Wage and the tweaks to the rules around Inheritance provision, and who do they think would be counting the cost.

And of course, the all important question, what will be the knock-on effect on inflation.

The spotlight for this episode of the Just Williams podcast is the upcoming Budget, which means that investment specialists Duncan Williams and John Newsome are speculating on how it might all shake down.

They discuss what they think Rachel Reeves has got planned, and what might that might mean for your investment strategy, and indeed the wider economy?

What will it mean in terms of the overall tax burden, who is going to feel it the most and (against the backdrop of a fall in the target measure) will it actually prove to be inflationary.