In the latest episode of our award-winning podcast series we are privileged to host Marko Papic, lauded Geopolitical Investment Strategist, author, media star and author. In a fast-paced, insightful and highly entertaining conversation we discuss how US politics, fiscal and monetary policy are shaping Marko’s view on the equity, bond and currency markets – with a particular focus on the dollar. Thoughts and investment insights on the Middle East and Russia/Ukraine crisis also feature. A really enjoyable and informative conversation running slightly longer than our usual form – but we felt we could not waste the opportunity!

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 1st July 2025

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In the latest Ben Squared podcast we begin by discussing the ‘investment learnings’ from the recent Middle East flare up. We then pivot to a review of the driving forces behind global stock market strength, with many international indices approaching and/or attaining all-time highs. The conversation then concludes with some analysis of the recent German budget and NATO summit, picking out the most market relevant elements.

This podcast was recorded on 30th June 2025. 

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.”

Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the latest episode of our award-winning podcast series we take the opportunity to discuss the risks and opportunities that present within the global equity universe. In a blended macro and micro conversation, we begin by reviewing the impact of US Trade Policy, European/German Fiscal and recessionary threats on Stephen’s investment strategy. We then flip to a sector and stock specific debate, covering Financials, Healthcare and the Energy sector. And no conversation with Invesco’s Global Equity would be complete without a review of 3i and Broadcom – so we sneak that in there too. A really enjoyable and informative 40 minutes covering a huge amount of ground.

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 23rd June 2025.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast we discuss the troubling developments in the Middle East, focusing on the consequences for the oil price and global equities. We then reflect upon last week’s policy choices and communications from the US Federal Reserve and Bank of England, before concluding with some comment on gold.

This podcast was recorded on 23rd June 2025.  

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast we briefly discuss developments in the Middle East before focusing on both the typical and atypical market reactions. In the final segment of the podcast we look ahead to a host of Central Bank meetings this week, reflecting upon how recent data may impact decision making for the remainder of the year.

This podcast was recorded on 16th June 2025. 

*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.”

Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast we discuss the major investment themes/calls of the year and whether they still hold, chiefly Equities over Bonds, International Equities over US Equities, dollar bearishness, gold bullishness and zero rate cuts from the Fed (in 2025).

This podcast was recorded on 10th June 2025. 

*This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast we begin by reviewing recent developments in US Trade Policy as US courts make a remarkable intervention. From there we move on to the latest updates on the One Big Beautiful Bill, and potential consequences for US debt and monetary policy. We also take some time to review the policy dynamics between President Trump and the Fed Chair before concluding with a  reminder of current investment strategy.

This podcast was recorded on 2nd June 2025.  *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast we begin by reviewing recent developments in US Trade Policy as a familiar approach is undertaken with the EU. From there we pivot to the bond market where a more expansive US fiscal agenda seems to be meeting the ire of Treasury holders.

This podcast was recorded on 27th May 2025.  

*This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast we begin by reviewing the recent stock market strength, primarily in the context of evolving US trade policy, before pivoting to a potentially more worrying backdrop for US Treasuries. To finish we debate the Bank of England’s interest rate strategy considering the strengths and weaknesses within the UK labour market.

This podcast was recorded on 19th May 2025.  *This podcast is for UK Professional Clients Only. Capital at Risk.

Past performance does not predict future returns

Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the latest episode of our award-winning podcast series we take the opportunity to revisit UK equities which may just be starting to capture the interest of both domestic and international investors. Joining the conversation and providing expert insight, we are delighted to welcome Beth Shard from Invesco’s UK equity team. In the discussion Beth is asked for her thoughts on the health of the UK economy in light of the general perception of gloom, before we pivot to the condition of the UK Stock Market and the opportunities that may present within it. Specifically, some time is taken to review the prospects for National Grid, Imperial Brands and the UK Healthcare Sector. A thoroughly enjoyable and insightful 30 minutes!

This podcast is for UK Professional Investors Only. Capital at Risk.

This podcast was recorded on 8th May 2025.

Hosted by Ausha. See ausha.co/privacy-policy for more information.