Just Williams

It's the post-Thanksgiving, pre-Advent edition of Just Williams and it's coming at you with twinkly lights, frosty paths and the faint whiff of a warm mince pie.

As always we catch up with the last global economic news before Duncan & John offer pithy insight into the investment markets with that laser-like focus that you have come to expect.

Christmas has indeed come early.

We have been reminded over the last few weeks that whatever happens the world always continues to turn, which means there is always something for us to get our teeth into when it comes to matters of financial investment.

So for this recording we talk about the latest on how stubborn underlying inflation continues to be, and what this means for interest rates, the ongoing dichotomy in regard to moving away from our reliance on fossil fuels and the how the uncertainty around the fate of We Work could well be impacting on your portfolio.

We also talk about a worrying trend in the investment management sector.

But whilst the world will always continue to turn, we have also been reminded over the last few months that it isn’t always the most important thing. With that in mind we would like to dedicate this episode to our good friend Robert, who we will miss dearly.

We are over the hump for this week, but if you are still thinking the weekend is a little too far in the distance then let the Williams Boys take your mind of it with some laser-like insight and pithy comment.

For Episode 35 we begin by rounding up all the global economic updates, and speculating on what the Bank of England Monetary Committee might do with interest rates when they meet later in the month.

From there John gives us his interpretation on the Chinese market post-covid, Duncan doesn't beat about the bush on the professional performance of some of the players in the UK investment space and Robert draws it all together, and tops it off with a flake & sprinkles.

The financial world may have woken up to updated Consumer Duty regulations on the 1st August, but as far as the Just Williams boys are concerned it’s been positive outcomes all the way for a long time now.

As well as discussing this timely revision by the FCA, Duncan, John and Robert also muse on the latest rise in interest rates, what good value from your investment manager looks like and what direction Rishi is gravitating toward when it comes to fuel security.

And if that wasn’t enough you can click this link and have a look at some hot-off-the-press video content (including the one about how easy it is to switch advisor).

You can forget Wimbledon, and you can switch off the Cricket because the Just Williams boys are back, and if you want razor-sharp commentary and pithy analysis its the only show in town.

After a brief recap on the current state of interest rates and the mortgage market, Duncan, John and Robert seize upon a new pension initiative that has been put forward by Chancellor Jeremy Hunt. It proves to be a fertile pushing off point and the conversation that ensures takes in tech start-ups, Thames Water and the questionable short-term involvement of politicians in the investment market.

Oh and there's an exciting tease coming at the end, so don't nip off early.

Recorded before the 13th straight rise in Interest Rates by the Bank of England (and by a whopping half a percent to boot) John and Duncan offer their take on the current state of the global economy.

As you would expect mortgages dominate the early part of the discussion, and the impact that the stuttering approach to combating inflation is having on the costs for homeowners and renters alike.

But it doesn't stop there as global energy policy, and the differing approaches of countries toward de-carbonisation falls under scrutiny of the Just Williams team.

Another episode, another potential interest rate rise. Of course by now we all know the answer but at the time of recording the golden envelope hadn’t been opened, which left Duncan, Robert & John free to have a little wager on the possible outcome.

Bets placed and hands shaken (virtually of course) our intrepid trio turned their attention to the growing concern surrounding commercial banks in the US, and whether there considerable exposure to commercial property should be concerning.

And led the Just Williams team to question how many investors actually know what makes up the products and portfolios they sink their money into.

You always know its a good month when you get a second helping from Investment Influencers John, Duncan & Robert.

As always its tight, pithy and to the point and in the cross hairs this time we have the ongoing tension between the official forecasts on inflation and what is actually happening on the ground, the possible response by Central Banks and how the glut of regional Banks in the U.S is presenting it's own challenges.

There's an update on EFTs and so called 60/40 investments, and a discussion on whether now is the time to consider investing in green.

Listening to the new episode from the Williams team you could be forgiven for thinking that you were in fact living through some sort of financial Groundhog Day.

And do you know what, you could be right, as our brave podcast regulars discuss the ongoing challenge with global inflation, the possibility of another shock to the bond market and the shifting sands of the commercial property sector.

But fear not, Duncan isn't behaving like a grumpy weather man, John hasn't morphed into Andie MacDowell and nobody is stranded in Punxsutawney, Pennsylvania. It's just the scale of the fiscal loop we are living through.

So however crazy it might seem, you can take some comfort at least, that you are in the right place to make some sense of it all.

An artic blast may well be engulfing the country this week so if it's red hot financial chat that you are craving, then you are in the right place.

Duncan, Robert and John get into pretty quick, attempting to understand why core inflation is proving to be such a stubborn problem. They move quickly through the gears discussing the current fortunes of a number of house builders before settling on the thorny topic of whether property is a good alternative to traditional financial investment.

And if that wasn't enough there is time to question if car scrapagge schemes were such a good idea after all.