Just Williams

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.

Duncan Williams and John Newsome are back, all primed and ready to talk you through your regular slice of Global Financial news and Investment Market insight.

We begin as always with an update on Inflation and Interest rates, and an acknowledgment from Duncan that whilst it might seem on the surface that this part of the podcast is a bit rinse and repeat, the fact is a lot has been shifting from the now seemingly wild predictions that we would see multiple interest cuts this year.

Next up is Tesla, and some commentary around their current level of sales and plans to address it, followed by a look at Ocado and where they may soon be being listed.

And we finish off with a look at the affordability issues around purchasing property, and whether de-banking may be the start of a trend that could impact on the world of investment.

Welcome back to the Just Williams, your perfectly formed snapshot of what is going down in the world of investment.

This week, regulars John Newsome and Duncan Williams give you their predictions for interest movement of the remainder of the year, and why it could be more modest than anticipated. They take a look at how they think AI will impact the employment market and why Gold has had a bit of a bounce.

That still leaves them plenty of time to examine what happens when a regulated business like Thames Water hits the skids, and the backlash against BlackRock over its investments in sustainability.

Regular hosts Duncan Williams and John Newsome are back for another slice of financial news and market update.

Starting with an update of global inflation and monetary policy, they turn next to one key aspect of the recent budget, and offer their thoughts on the new ‘British’ ISA.

After that they look to the investment markets, and ponder three examples of large companies facing some challenging circumstances, before finishing off with a checklist of ‘things to do’ before the end of the tax year.

Regulars Duncan Williams & John Newsome have plenty to get stuck into in this latest edition of the Just Williams podcast, which proves to be a bit globe-trotty in nature.

So after updating you on Inflation & Interest Rates the boys turn their attention to the US to speculate on the current situation post Super-Tuesday, and what another dose of the Donald might mean for global financials.

Next stop some thoughts on the Government forecasts coming out of China, followed by an update on the situation in Japan and finally back home (via a brief layover in German) to talk about the budget.

Join the Just Williams management team of Duncan Williams and John Newsome as they take you on your fortnightly foray into the world of Global Finance and the Investment Markets.

After the usual update on inflation and interest rates they turn their attention to a recent development in the Japanese stock market that has been thirty-four years in the making. They also look at a new report that lays bare the amount of pensionable income the average couple will require in the future, and the predictions may well come as a surprise.

Finally a reminder to ensure you use your Capital Gains allowances if they are applicable to you, because they may not always be there in the future.

Duncan and John kick off this episode with a deeper dive into inflation, in particular a problem they have been talking about for quite a while now namely the structural inflation that seems to be hanging around despite all efforts to shift it. Now of course you can take a view on how well this has been managed globally, and as you would expect they do.



After a check-in on the situation in the Suez, the Williams boys move onto the conundrum that is the transition away from fossil fuels, and the reason why they think it appears that it hasn’t been that well thought though.



Finally they touch on equity release schemes and end of year tax prep.

Look at us go, sticking to our resolution and bringing you a new episode at the time we promised.

And what’s more a bit of a departure from the norm, after a quick update on the global financial situation we jump head first into an example of how we work we review a portfolio.

So if you have ever been intrigued about our methodology then today’s podcast is very much for you, and remember if you want a second opinion on your investments then give us a call.

A brand new year, and a brand new resolution from the folks at the Just Williams podcast.

What won't be changing is the regular focus on current events and how they impact on the global financial markets, the up-to-the minute insight into the investment sector or highlighting what we need to be watching out for next.

And you can rest easy, because it will continue to be delivered with the same mix of weary resignation and pithy humour.

In fact the only thing that will change is that starting from today Just Williams will be coming at you every couple of weeks.

Now that is a resolution you can get behind.

Look out, it's the Christmas Special edition of the Just Williams podcast!

Tune in as John & Duncan, resplendent in their Christmas Jumpers, close out the year by taking you through some of the highs (and the not-so-highs) of global economic conditions and the investment markets over the course of 2023.

Whilst sticky inflation, and indifferent monetary policy might not have been everybody's idea of a stocking filler, they both feature prominently, along with the importance of good admin and some insight into what you can look out for in the new year.

So put down the Christmas Radio Times, grab a mince pie and dive in.

See you in 2024!