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Need to Know is the weekly investment podcast from Coutts. Each week we chat to senior members of Coutts Asset Management team to find out what you need to know for the week ahead.... more
FAQs about Need to Know Investment Podcast:How many episodes does Need to Know Investment Podcast have?The podcast currently has 98 episodes available.
December 23, 2024Need to Know - 23 December, The Big PictureSarah Muir and David Broomfield are joined by Amelie Sarrado from Christie's for a look at the state of the art market. What drives investment in art and how does it fare during times of economic uncertainty? Plus, what have been the key themes in 2024 and what can we look forward to in 2025?This week's quick fire numbers round features 242%, 99% and 100....more39minPlay
December 18, 2024Need to Know - 18 December, Rate expectationsSarah Muir and David Broomfield reflect on some of the key themes of this year, from US exceptionalism and elections to sticky inflation. Plus how well is the Trump trade playing out?This week's quick fire numbers round features 1,618,840,606 and 37%....more37minPlay
December 05, 2024Need to Know - 05 December, Bernier, bananas and Black FridaySarah Muir and David Broomfield consider the impact on bond markets of the impasse in the French parliament. Plus, what do bananas and bitcoin have in common? And as Christmas approaches, do Santa rallies really exist? Last but not least, thoughts on the market impact of recent events in South Korea.Plus this week's quick fire numbers round features 1962 and 1951....more36minPlay
November 29, 2024Need to Know - 30 November, Inflation reduxSarah Muir and David Broomfield look at what lies behind the recent uptick in inflation. How much is down to tariff concerns and when do we think central banks can claim mission accomplished?To see how markets are pricing in higher inflation for longer, check out this chart.Plus this week's quick fire numbers round features 40% and £993,816....more38minPlay
November 21, 2024Need to Know - 21 November, Mansion House Mega FundsSarah Muir and David Broomfield are joined by Chris Tilley from Coutts Private Markets Team for analysis of Rachel Reeves' maiden Mansion House Speech. Are pension mega funds the key to unleashing growth in the UK and what might this mean for private markets?Plus this week's quick fire numbers round features 19 million, 5 and 2,000....more36minPlay
November 15, 2024Need to Know - 15 November, Champing at the BitcoinAs Bitcoin hits new highs, Sarah Muir and David Broomfield turn their attention to cryptocurrencies. Does crypto really stack up as an alternative to fiat currencies or more traditional asset classes? Plus, the future for cryptos and other uses of blockchain technology. And this week's quick-fire numbers round features 60 million and 21 million....more38minPlay
November 07, 2024Need to Know - 07 November, Poll Position: US Election SpecialSarah Muir and David Broomfield discuss this week's US election result. What the exit polls tell us about what really matters for voters and why there's a disconnect between voter and central banker perceptions of inflation. Plus this week's quick fire numbers round features 131 and 1893, proving that great minds think alike......more29minPlay
November 02, 2024Need too Know - 02 November, Budget SpecialSarah Muir and Irene Wolstenholme, Head of Wealth Structuring at Coutts, reflect on the autumn budget including changes to National Insurance Contributions, Inheritance Tax, Capital Gains Tax and Stamp Duty Land Tax. Plus this week's quick fire numbers are 4 and 3/4 and 45....more17minPlay
October 26, 2024Need to Know - 26 October, Debt dilemmasSarah Muir and David Broomfield look at global debt levels. What level is sustainable and how do high levels of public debt affect bond and equity markets? Plus this week's quick-fire numbers are 5:2 and one billion....more33minPlay
October 15, 2024Need to Know - 15 October, Ideology or earnings, whats' more important for markets?Sarah Muir and David Broomfield look at why tariffs are proving to be important for the US Presidential election campaign and their impact on the economy. And with such a closely-fought election, how much do investment returns depend on the party in power. What could happen if there's a contested result. Plus, this week's quick fire numbers round features 67 and 8....more37minPlay
FAQs about Need to Know Investment Podcast:How many episodes does Need to Know Investment Podcast have?The podcast currently has 98 episodes available.