In this latest episode we analyse what could be a seismic moment in the Artificial Intelligence saga as DeepSeek, a potential ‘lower cost’ large language model from China, disrupts the higher cost incumbents. What does this mean for the current important/monopolistic actors, how could this impact the economy at large, and what does it mean for an investment strategy?

This podcast was recorded on 28th January 2025.

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

Past performance does not predict future returns.

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In the first of our award-winning podcast series for 2025, we focus on the drama infolding within bond markets, doing so with lauded Invesco bond fund manager, Stuart Edwards. Specifically, the conversations cover why bond yields are surging, what might be driving the recent acceleration in that sell-off and if there are any UK specific factors adding to domestic bond market volatility? Following this, we discuss what may be next for bond yields, and also where the best investment opportunities may lie? An extremely insightful 30-minute conversation covering this most keenly talked about area of financial markets currently.

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

This podcast was recorded on 16th January 2025.

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

In this latest episode we focus on this historic moment, where Donald Trump is sworn into the Presidential office to begin his second and final term. As investors, we specifically discuss what we may learn in the coming weeks about the new administration’s ‘market relevant’ policy priorities? We also take a moment to analyse the recent relief in bond markets and whether it can be enduring, before closing with comments on the start of earnings season?  

This podcast was recorded on 20th January 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 this latest episode of the Ben Squared Podcast we focus on the dramatic events unfolding in the bond market. Specifically we address why yields are climbing, offer comment on the recent accelerated selloff, discuss UK specific challenges, before concluding with what we think may happen next?

This podcast was recorded on 13th January 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 this latest episode of the Ben Squared Podcast the focus is on our high-level expectations for regional equity markets and the major bond market segments in 2025. Before we get into the detail, however, we also offer some insight into the data released and choppy markets experience over the festive period.

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

This podcast was recorded on 7th January 2025.

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A fascinating pivot for the Podcast this month as we host none other than England World Cup winning coach, Sir Clive Woodward. In a prelude to his CPD lesson on the Invesco Intelligence Plus Hub, Sir Clive offers insight into how his career and sporting success has shaped his approach to Communication. Watch his module, the art of communication, here.

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

This podcast was recorded on 8th May 2024.

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In this, the 50th Episode of our ‘award-winning’ Ben Squared Podcast series, we review some of our major calls across 2024, reflecting on the degree to which they’ve played out successfully (or not), and if they still hold for 2025? Topics covered include equity market performance, central bank policy, political outcomes and whether we carry any (investment) regrets!?

This podcast is for UK Professional Investors only.

This podcast was recorded on 16th December 2024. *Past performance does not predict future returns.

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In the latest ‘award-winning’ Ben Squared Podcast, we offer insight on how the heavy stream of geopolitical news-flow is impacting markets, and where (as an investor) it may be most appropriate to focus one’s attention. We also offer glancing analysis on the latest US Jobs Report and what this may mean for the imminent US interest rate decision?

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

This podcast was recorded on 9th December 2024. *Past performance does not predict future returns.

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

In the latest ‘award-winning’ Ben Squared Podcast, we offer insights on how one might manage the constant flow of policy updates from the incoming US Administration, considering how an immediate reaction may not always be best practice. From there we discuss motivations for trade policy and the extent to which tariffs might have a durable impact on inflation. We close out with comments related to a recent Bank of England publication highlighting more activity in the UK Housing sector, and the extent to which mortgage rates and the rental market may continue to support this trend.

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

This podcast was recorded on 2nd December 2024. *Past performance does not predict future returns.

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This month we welcome Rob Wood from Pantheon Macro to discuss the condition and forecasts of the UK Economy. Rob has a glittering CV including time spent at the Bank of England supporting the Monetary Policy Committee in its policy deliberations. More specifically up for discussion is the fiscal agenda, the outlook for the UK consumer, what next for inflation and monetary policy, and how the UK’s international relations may evolve and influence economic performance. Rob also offers his insights on the prospects for the gilt market and sterling.

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

This podcast was recorded on 21st November 2024.

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