Word on the Street
Episodes
#351 3 Lessons from 2025
18 Dec 2025
Contributed by Lukas
In keeping with annual tradition, the last episode of the year features two of our Senior Multi-Asset Strategists – Luke Pearce and Francis Addai –...
#350 Central banks in focus
11 Dec 2025
Contributed by Lukas
This week, Sean Markowicz sits down with Francis Addai to discuss the latest round of central bank meetings and what it all means for investors. To r...
#349 A UK Budget Special
26 Nov 2025
Contributed by Lukas
Miles Sherry is joined by Sonia Fernandes from our Government Relations team, as they reflect on the key announcements from the Chancellor’s Autumn ...
#348 UK Budget wobbles
19 Nov 2025
Contributed by Lukas
This week, Miles Sherry sits down with Sean Markowicz to discuss the market reaction to ongoing speculation about the upcoming UK Budget. To read ...
#347 Japan in focus
13 Nov 2025
Contributed by Lukas
This week, Francis Addai talks to Rob Mansell, Portfolio Manager, about the rally in Japanese equities and how the AI theme is unfolding. How are Japa...
#346 Fixed income opportunities
06 Nov 2025
Contributed by Lukas
This week, Sean Markowicz talks to Chris Bamford, Portfolio Manager, about the latest views on asset allocation from our active third-party fixed inco...
#345 Catalysts and opportunities
30 Oct 2025
Contributed by Lukas
This week, Francis Addai talks to Stephen Peters, Portfolio Manager, as they explore what’s driving UK equity markets after the FTSE 100 index set a...
#344 Markets in focus
23 Oct 2025
Contributed by Lukas
This week, Luke Pearce talks to Sean Markowicz about the recent correction in the gold price, UK inflation and Japan’s fiscal outlook. To read news...
#343 Philanthropy special
16 Oct 2025
Contributed by Lukas
This week, Sophie Barrington talks to Juliet Agnew about the recent launch of the ‘The Modern Philanthropist’ report, which explores the scale, sc...
#342 Perspectives from a Portfolio Manager
02 Oct 2025
Contributed by Lukas
This week, Sean Markowicz talks to Stephen Peters from our Manager Selection team about the opportunities and challenges facing the active management ...
#341 Could this time be different?
25 Sep 2025
Contributed by Lukas
This week, Francis Addai talks to Miles Sherry about US equity markets and the US dollar. Is now the time for investors to shift exposure from the US ...
#340 Emerging Markets: Room to run?
18 Sep 2025
Contributed by Lukas
This week, Rob Mansell, Portfolio Manager, talks to Luke Pearce, Senior Multi-Asset Strategist, about all things emerging markets (EM). Can China’s ...
#339 US employment and gold’s inexorable rise
11 Sep 2025
Contributed by Lukas
This week, Sophie Barrington talks to Francis Addai about the market implications of the latest US employment revisions, as well as the outlook for go...
#338 Back to work
04 Sep 2025
Contributed by Lukas
This week, Francis Addai and Sean Markowicz discuss long-term global debt concerns, the UK Budget and the upcoming US jobs report. To read news and i...
#337 Style dispersion
28 Aug 2025
Contributed by Lukas
This week, Luke Pearce talks to Sophie Barrington about the shift in performance between growth and value stocks. They also discuss Federal Reserve Ch...
#336 Summertime ruminations
21 Aug 2025
Contributed by Lukas
This week, Sophie Barrington talks to Sean Markowicz about UK and US inflation data, what the detail beneath the surface reveals about the state of pr...
#335 Bubble watch
13 Aug 2025
Contributed by Lukas
This week, Miles Sherry and Will Hobbs tackle some of the most popular client questions, from a potential peace deal in Ukraine to concerns over the l...
#334 Narrative reset?
07 Aug 2025
Contributed by Lukas
This week, Sean Markowicz and Luke Pearce discuss the latest US employment report, the implications for the US Federal Reserve, and the Bank of Englan...
#333 Trade deals, interest rates and the US dollar
31 Jul 2025
Contributed by Lukas
Sean Markowicz and Sophie Barrington take a deep dive into the US-EU trade agreement, the latest updates from the major central banks, and recent move...
#332 Japanese election, trade deals and the ECB
24 Jul 2025
Contributed by Lukas
This week, Luke Pearce talks to Francis Addai about the Japanese election, US trade deals with Japan and the EU, and the outcome from the latest ECB p...
#331 Peel the onion
17 Jul 2025
Contributed by Lukas
This week, Sophie Barrington talks to Sean Markowicz about UK and US macro data, what the detail beneath the surface reveals about the state of the ec...
#330 US tariffs and UK fiscal concerns
10 Jul 2025
Contributed by Lukas
This week, Sophie Barrington talks to Francis Addai about the state of the US labour market, the impact of tariffs on US inflation and ongoing fiscal ...
#329 Fiscal shenanigans
03 Jul 2025
Contributed by Lukas
The end of the second quarter marks one of the busiest in memory. In this week’s episode, Sophie Barrington talks to Luke Pearce about the latest ta...
#328 Political machinations
26 Jun 2025
Contributed by Lukas
This week, Sophie Barrington talks to Sean Markowicz about various political developments affecting markets, from German spending plans to the looming...
#327 Crude moves. Banks pause. Dollar waits
19 Jun 2025
Contributed by Lukas
This week, Sophie Barrington speaks with Francis Addai about the recent oil price spike, key takeaways from central bank meetings, and the outlook for...
#326 Immigration and growth
12 Jun 2025
Contributed by Lukas
This week, Sophie Barrington talks to Will Hobbs about immigration and economic growth. While both seem inextricably linked, what can we say about thi...
#325 How much should investors fear US fiscal developments?
05 Jun 2025
Contributed by Lukas
This week, Sophie Barrington is joined by Luke Pearce to discuss the latest on tariffs, fiscal fears, and the latest ECB decision. To read news and i...
#324 Tariff troubles?
29 May 2025
Contributed by Lukas
This week, Miles Sherry and Sean Markowicz discuss the latest on the trade war, the health of the US economy, and the Japanese bond market. To read n...
#323 UK deep dive
22 May 2025
Contributed by Lukas
In this week’s podcast, Miles Sherry and Will Hobbs discuss the latest on the world economy and capital markets, with a particular focus on the UK. ...
#322 The art of the spiel
15 May 2025
Contributed by Lukas
This week, Will Hobbs and Miles Sherry take a look at what we’ve learned from the US-UK trade deal and discuss the incoming corporate and economic n...
#321 Rate cuts and stock market resilience
08 May 2025
Contributed by Lukas
This week, Sophie Barrington talks to Francis Addai about resilient global stock markets despite tariff risks, the divergence between soft and hard ec...
#320 Trumponomics – an updated survival guide
01 May 2025
Contributed by Lukas
Sophie Barrington talks to Will Hobbs about the latest developments in the global economy and capital markets, from the Magnificent Seven’s earnings...
#319 Lessons from Brexit, Truss and Liberation Day
24 Apr 2025
Contributed by Lukas
Miles Sherry talks to Portfolio Manager Stephen Peters and Will Hobbs about the latest developments in the trade war and what lessons investors can le...
#318 Is America’s golden era over?
17 Apr 2025
Contributed by Lukas
Will Hobbs and Sophie Barrington tackle the latest flood of client questions, from the prospects for the US dollar, the timing of the next global rece...
#317 US tariffs: A welcome reprieve
10 Apr 2025
Contributed by Lukas
Francis Addai and Sophie Barrington discuss President Trump’s temporary pause on most US tariffs, and the potential implications for global markets ...
#316 US trade shock
07 Apr 2025
Contributed by Lukas
Amid ongoing turbulence in financial markets, Will Hobbs and Luke Pearce discuss all the latest developments following last week’s US tariff announc...
#315 Liberation Day
03 Apr 2025
Contributed by Lukas
Will Hobbs and Sophie Barrington discuss the latest moves in markets following the seismic tariff announcements from the Oval Office. To read insight...
#314 Spring Statement 2025
26 Mar 2025
Contributed by Lukas
In this special podcast, Will Hobbs and Sonia Fernandes discuss the key announcements from the Spring Statement and what they may mean for investors. ...
#313 Surprising the Street
20 Mar 2025
Contributed by Lukas
Luke Pearce and Sean Markowicz unpack the market implications of this week's central bank meetings and fiscal policy developments. To read insights f...
#312 Tech bubble?
13 Mar 2025
Contributed by Lukas
This week, Will Hobbs talks to Ben Rogoff, Fund Manager at Polar Capital, about the hype surrounding AI and where the tech revolution could take us ne...
#311 Fears of contagion fuel global market sell-off
11 Mar 2025
Contributed by Lukas
In this Word on the Street special, Clare Francis talks to Will Hobbs and Miles Sherry about what’s been happening in markets recently. As a slump...
#310 Shock and bore
06 Mar 2025
Contributed by Lukas
This week, Sophie Barrington talks to Will Hobbs about the latest from the trade war front line, as well as the fascinating developments in Germany an...
#309 Trump-slump?
27 Feb 2025
Contributed by Lukas
Sophie Barrington and Will Hobbs link up in the studio to discuss the latest worries about a US recession amidst escalating trade tensions. Could othe...
#308 European revival?
20 Feb 2025
Contributed by Lukas
This week, Will Hobbs and Sophie Barrington delve into the upcoming German election, the broader prospects for Europe amid a recovery in the region’...
#307 A new world order?
14 Feb 2025
Contributed by Lukas
Tune in as Will Hobbs and Miles Sherry discuss the latest developments in the US, including the attempts to remake the world order and what this could...
#306 UK property and business special
06 Feb 2025
Contributed by Lukas
In this week’s UK-themed podcast, Will Hobbs is joined by two special guests. Stephen Moroukian, real estate financing specialist at Barclays Privat...
#305 Trade war – what next?
03 Feb 2025
Contributed by Lukas
In an extra episode responding to the weekend’s news, Miles Sherry and Will Hobbs consider the threat posed by increasing trade tariffs and appropr...
#304 A lot can happen in a month
30 Jan 2025
Contributed by Lukas
The busy start to the year for markets is showing no sign of letting up anytime soon. This week, Luke Pearce and Sophie Barrington discuss whether D...
#303 The return of President Trump
23 Jan 2025
Contributed by Lukas
Tune is as Francis Addai and Sophie Barrington discuss what’s been happening in markets recently. Is the UK economy in trouble? And are we able to g...
#302 Investing in 2025 – No pain, no gain?
16 Jan 2025
Contributed by Lukas
Sophie Barrington talks to Will Hobbs about some of the potential investment opportunities (and risks) for the year ahead amid a messy start to the ye...
#301 Trouble in the UK?
09 Jan 2025
Contributed by Lukas
Will Hobbs and Sophie Barrington discuss the outlook for the UK amidst a sour start to the year for UK assets. They also tackle the growing worries of...
#300 Front of mind
12 Dec 2024
Contributed by Lukas
We’re thrilled to announce that Word on the Street has reached 300 episodes! We’ve had some fantastic guests over the years, who have shared inva...
#299 Political machinations in Europe
05 Dec 2024
Contributed by Lukas
Join Francis Addai and Sophie Barrington as they reflect on what's been happening in markets over the last week or so. With all the political turmoi...
#298 Preview of 2025
28 Nov 2024
Contributed by Lukas
Will Hobbs and Sophie Barrington reflect on the highs and lows of 2024, and preview the key threats and opportunities for investors in the year ahead....
#297 What next?
21 Nov 2024
Contributed by Lukas
This week, Francis Addai and Sophie Barrington catch up in the studio to mull over the key topics on investors’ minds. Tune in to hear about recen...
#296 A new world order
14 Nov 2024
Contributed by Lukas
Tune in as Will Hobbs and Miles Sherry chew the fat on the prospects for an entirely new world order confronting investors, following a clean sweep fo...
#295 US election insights
06 Nov 2024
Contributed by Lukas
Tune in as Miles Sherry and Will Hobbs reflect on Donald Trump’s compelling election result, and ponder what his powerful mandate could mean for inv...
#294 A UK Budget special
30 Oct 2024
Contributed by Lukas
Will Hobbs is joined by Sonia Fernandes from our Government Relations team, as they reflect on the Labour government’s first Budget since taking off...
#293 Budgeting for change
24 Oct 2024
Contributed by Lukas
Will Hobbs is back behind the mic with Sophie Barrington, and top of the agenda this week are the UK Budget and the US election. They also ponder the ...
#292 Your questions answered
17 Oct 2024
Contributed by Lukas
How might the Bank of England react to the UK’s eye-catching inflation numbers? What could the US election mean for emerging market assets? And wha...
#291 What’s hot and what’s not in markets?
10 Oct 2024
Contributed by Lukas
This week, Francis Addai and Sophie Barrington link up in our studio to provide another snapshot into latest market moves and trends. Topics include U...
#290 Unpacking a feisty Q3
03 Oct 2024
Contributed by Lukas
What should investors make of the last 3 months? Miles Sherry puts that question to Will Hobbs as they chew the fat over a spike in volatility, alon...
#289 Tackling gender inequality
26 Sep 2024
Contributed by Lukas
Will Hobbs is joined by special guest Hannah Bernard OBE, for a fascinating discussion about the newly endorsed ‘Invest in Women’ taskforce. Tun...
#288 The end of high rates?
19 Sep 2024
Contributed by Lukas
Following a ‘jumbo cut’ in the States, and amid growing confidence at the Bank of England, Francis Addai and Sophie Barrington discuss the apparen...
#287 Doom? Boom? Or somewhere in-between?
12 Sep 2024
Contributed by Lukas
The uncertainty and fogginess created by constant data flows and political jostling are the subject of this week’s podcast. As UK growth stalls, w...
#286 Blowing bubbles?
05 Sep 2024
Contributed by Lukas
With rising scrutiny over the performance of a small cohort of US stocks, are fears of a market bubble re-emerging? What might this mean for the traje...
#285 Back to school (please)
29 Aug 2024
Contributed by Lukas
Tune in as our podcast hosts, Will Hobbs and Sophie Barrington, discuss the investment landscape amidst the impending US election, continuing fears of...
#284 Is the boom beginning?
22 Aug 2024
Contributed by Lukas
Tune in as our podcast hosts, Will Hobbs and Sophie Barrington, discuss the differing paths being trod by the world’s two largest economies – the ...
#283 Chaotic much?
15 Aug 2024
Contributed by Lukas
Will Hobbs and Miles Sherry return to the studio and reflect on the week that was. After the surge in market volatility, have investor nerves been shr...
#282 The global sell-off explained
08 Aug 2024
Contributed by Lukas
The rapid and dramatic spike in volatility, largely triggered by a cooling US economy, spooked some investors – but have markets over-reacted? And h...
#281 Bank of England cuts
01 Aug 2024
Contributed by Lukas
The UK’s wait for a Bank of England rate cut is finally over, and this week’s podcast explores the timing, messaging and consequences of the signi...
#280 Market dips and corporate tie-ups
26 Jul 2024
Contributed by Lukas
Tune in as Will Hobbs contextualises the headline-grabbing wobble in US stock markets. Meanwhile his special guests this week look at M&A in the UK –...
#279 President Trump?
19 Jul 2024
Contributed by Lukas
This week, Sophie Barrington and Will Hobbs discuss the latest on the world economy and capital markets following the shocking scenes in Pennsylvania....
#278 AI bubble?
11 Jul 2024
Contributed by Lukas
With recession risks seemingly on the rise again, Sophie Barrington and Will Hobbs take a look at worries about another tech bubble. They also consi...
#277 The dawn of a new era
05 Jul 2024
Contributed by Lukas
Unsurprisingly, this week’s podcast examines the news that Sir Keir Starmer has won the keys to Number 10, and will now lead a Labour government. ...
#276 The highs and the lows
27 Jun 2024
Contributed by Lukas
Why is the Japanese Yen depreciating at an eye-catching rate? What’s driving global markets at the moment? And how can investors contextualise the f...
#275 Voters, investors and forecasters
21 Jun 2024
Contributed by Lukas
Miles Sherry returns to hosting duties this week and his focus is on the General Election. Tune in as he asks Sonia Fernandes about polls, manifestos ...
#274 Plus ça change?
13 Jun 2024
Contributed by Lukas
The world of investments is rarely dull or static, but with so much change on the horizon for investors in 2024, how much of it is worth paying attent...
#273 The second most important economy…
06 Jun 2024
Contributed by Lukas
There’s a special guest in the studio this week, as Will Hobbs and Sophie Barrington welcome Andy Rothman from Matthews Asia. Among other things, th...
#272 The half-way line
30 May 2024
Contributed by Lukas
Tune in as Will Hobbs and Sophie Barrington reflect on the first six months of the year, and question whether major elections coming down the line sho...
#271 A summer of choices
23 May 2024
Contributed by Lukas
July suddenly got a lot busier in the UK, but could the Bank of England also elect a new path that month? This week, Francis Addai and Sophie Barringt...
#270 Is the US nearing an Icarus moment?
16 May 2024
Contributed by Lukas
As US stocks soar to new highs, how much longer could the stellar performance last? And does a cooling US economy reignite inflation fears? Find out a...
#269 In conversation with Anthony Kingsley
09 May 2024
Contributed by Lukas
This week’s podcast features another special guest, as Will Hobbs is joined by one of the Founding Partners of Findlay Park. Tune in as they discuss...
#268 In conversation with Ken Stuzin
03 May 2024
Contributed by Lukas
Will Hobbs is joined by special guest Ken Stuzin from the investment firm Brown Advisory. They discuss investment conditions and strategies today, and...
#267 All eyes on corporate America
25 Apr 2024
Contributed by Lukas
Some of the biggest household names – from Tesla to Meta – have given us a snapshot of their finances. Seen as a bellwether for the US economy, an...
#266 Has the UK turned a corner?
18 Apr 2024
Contributed by Lukas
In addition to discussing recent global markets news, Sophie Barrington and Francis Addai take a closer look at the UK. With inflation falling, and ha...
#265 Stings in the tail
11 Apr 2024
Contributed by Lukas
With stubbornly high US inflation jolting markets, Will Hobbs and Miles Sherry use this week’s podcast to discuss curveballs and risks for investors...
#264 End of term report
04 Apr 2024
Contributed by Lukas
With the first three months of 2024 behind us, Will Hobbs reflects on the Q1 drivers and detractors for global investors. Sophie Barrington also asks ...
#263 Mood check
28 Mar 2024
Contributed by Lukas
Does current investor sentiment tally with the reality in markets? Why are Japanese stocks on a roll? And what are the risks of returns being driven b...
#262 The rate cut conundrum
21 Mar 2024
Contributed by Lukas
With three of the world’s major central banks having opted against cutting interest rates, Will Hobbs and Sophie Barrington reflect on the latest si...
#261 Up, up and aw-AI
14 Mar 2024
Contributed by Lukas
This week’s podcast looks at AI, amid growing signs that the hype is justified. Will Hobbs and Miles Sherry also discuss two more things on the up, ...
#260 Spring Budget 2024
06 Mar 2024
Contributed by Lukas
What might the latest Budget mean for you? Will Hobbs, Clare Francis and Miles Sherry review the big announcements from Westminster, and their potenti...
#259 Spotlight on China and Japan
01 Mar 2024
Contributed by Lukas
In our latest podcast, Will Hobbs is back in the studio with Miles Sherry. This week, they cast their eyes eastwards, with a fascinating look at the o...
#258 Decisions, decisions, decisions
22 Feb 2024
Contributed by Lukas
Sophie Moody quizzes Luke Pearce on the common questions we’re being asked right now. Topics include: Investing versus cash, emerging market equitie...
#257 Curb your enthusiasm
15 Feb 2024
Contributed by Lukas
What are the implications of a UK recession? And has recent inflation progress offered false hope? Plus, are markets really bothered about the race to...
#256 Broken China?
09 Feb 2024
Contributed by Lukas
This week we look at the good, the bad, and the ugly in the global economy today. From the struggles of China and Germany, to the gravity-defying US a...
#255 Are we nearly there yet?
01 Feb 2024
Contributed by Lukas
If inflation is easing off, why are rate cuts still on ice? And with corporate earnings season in full swing, will ‘Big Tech’ keep marching on? Tu...
#254 Unfinished business
25 Jan 2024
Contributed by Lukas
Will Hobbs and Miles Sherry pick up where they left off last week. As well as pondering recent global headlines, they turn their attention to Emerging...
#253 What on earth is going on?
18 Jan 2024
Contributed by Lukas
From Bitcoin to elections, and inflation to conflict, Will Hobbs and Miles Sherry join forces to make sense of an eye-catching start to the year. Shou...
#252: What will the central banks do next?
15 Dec 2023
Contributed by Lukas
Will Hobbs (Head of UK Multi-Asset Wealth) talks to Ryan Blute (Managing Director, PIMCO) about another year with central bankers centre stage for inv...