Taking Stock - After the Bell Podcast

David Mortlock, Managing Partner at Berenberg Bank, joins James and Jonathan to take a trip around the world discussing pertinent issues in financial markets.

The FT's markets columnist and professional podcaster, Katie Martin joins us at the FT Weekend Festival to discuss markets and what she's seeing across the City

James and I chat to Panmure Liberum’s Chief Economist Simon French about all things UK. We get into inflation, how the economy is doing and the discount and opportunity in UK equities. Will a potential “dullness dividend” start to be priced into UK assets?

James and Jonathan discuss economics, financial markets and politics with Karen Ward, Chief Strategist EMEA at J. P. Morgan Asset Management. They touch on inflation, growth, Artificial Intelligence, the role of fiscal policy and how investors should be viewing the upcoming elections.

James and Johnathan are joined by colleague and dog-lover Poppy Fox to take stock of where we are in markets and the economy. It’s been a positive start to the year for investors and we talk through some of the moving parts and drivers.

Soon-to-retire Chief Investment Strategist, Alan McIntosh joins James Hughes and Jonathan Raymond for some fascinating insight and highlights from his 40-year career in fund management and gives some excellent advice for those embarking on their investing journey today.

QC Research Analysts Sheena Berry and Ben Barringer join James Hughes and Jonathan Raymond  to discuss the current earnings season and look under the bonnet of a few of the stocks in their sectors.