Word on the Street
Episodes
#251: JP Morgan and Schroders – What can UK investors expect in 2024?
12 Dec 2023
Contributed by Lukas
Will Hobbs (Head of UK Multi-Asset Wealth), Karen Ward (Chief Market Strategist at JP Morgan Asset Management), and Nick Kirrage (Co-head Global Value...
#250: Principal Financial – Could geopolitical volatility change how we invest?
07 Dec 2023
Contributed by Lukas
Will Hobbs (Head of UK Multi-Asset Wealth) talks with Eric Shimp (International Government Affairs for Principal Financial Group) about whether event...
#249: Aubrey Capital – What are the challenges of investing in China?
30 Nov 2023
Contributed by Lukas
Will Hobbs (Head of UK Multi-Asset Wealth) talks with Camellia Huang (Investment Analyst at Aubrey Capital Management) about the unique opportunities ...
#248: Autumn Statement Reaction
22 Nov 2023
Contributed by Lukas
In this special episode, Sarah Gresty (Head of Investments), Clare Francis (Director of Savings and Investments), and Luke Pearce (Senior Investment S...
#247: Should UK investors still expect global economic growth?
16 Nov 2023
Contributed by Lukas
We look at how the latest fall in US inflation, a struggling Chinese economy, and persistent fears of recession could be affecting a global economic o...
#246: How could the slowing of inflation affect UK Investors?
09 Nov 2023
Contributed by Lukas
We discuss whether central banks are successfully reigning in inflation and what the future of interest rates may mean for investors, with Maya Welfor...
#245: M&G – Will we soon see a cut in interest rates or could they start to rise again?
02 Nov 2023
Contributed by Lukas
Will Hobbs (Chief Investment Officer) talks with David Parsons (Head of Public Fixed Income Investment Specialists at M&G) about whether interest rate...
#244: Morgan Stanley – How do you choose investments in a volatile world?
26 Oct 2023
Contributed by Lukas
Miles Sherry (Wealth Manager) asks Laura Bottega (Chief Operating Officer of International Equities at Morgan Stanley) and Will Hobbs (Chief Investmen...
#243: BlueBay - How do high interest rates and inflation change the way we invest?
19 Oct 2023
Contributed by Lukas
Chris Bamford (Portfolio Manager) talks to Mark Dowding (Chief Investment Officer at BlueBay Asset Management) and Jean-Paul Jaegers (Head of Asset Al...
#242: Should investors prepare for another rise in inflation?
12 Oct 2023
Contributed by Lukas
We talk about the latest market news, the possible return of higher oil prices and rising inflation, and the outlook for the world economy, with Sarah...
#241: Should investors still worry about chaotic markets and a coming recession?
05 Oct 2023
Contributed by Lukas
We look at whether fears of recession have faded and consider what investors should learn from another chaotic week in markets, with Miles Sherry (Wea...
#240: Can economic resilience continue in the face of soaring interest rates?
28 Sep 2023
Contributed by Lukas
We discuss what is driving interest rates higher when inflation appears to be softening and why financial markets are banking on economic resilience, ...
#239: Has the Bank of England signalled that we’ve reached the peak in interest rate rises?
21 Sep 2023
Contributed by Lukas
We look at the Bank of England’s decision to pause its interest rate rises and if the old adage “Sell in May” is still bearing fruit, with Miles...
#238: Goldman Sachs – How do investment themes reveal opportunities to investors?
19 Sep 2023
Contributed by Lukas
Will Hobbs (Chief Investment Officer) speaks with Luke Barrs (Global Head of Client Portfolio Management, Goldman Sachs Asset Management) about possib...
#237: Should markets be wary of a dominant China and global tech giants?
14 Sep 2023
Contributed by Lukas
We discuss the impact of rising inflation and oil prices on the market, as well as how the dominance of China and tech giants affects competition and ...
#236: Polar Capital - Can high interest rates be good for investors?
12 Sep 2023
Contributed by Lukas
Will Hobbs (Chief Investment Officer) talks with Nick Brind (Fund Manager, Polar Capital) about how the rise and fall of interest rates affect the fin...
#235: Jupiter Asset Management - Why is the price of gold so important to investors?
07 Sep 2023
Contributed by Lukas
Will Hobbs (Chief Investment Officer) speaks with Ned Naylor-Leyland (Fund Manager, Head of Gold & Silver at Jupiter Asset Management) about the role ...
#234: Lord Abbett - What is driving the rising demand for bond investments?
06 Sep 2023
Contributed by Lukas
Will Hobbs (Chief Investment Officer) meets Frank Paone (Head of Global Investor Services – non-US at Lord Abbett) and Kewjin Yuoh (Partner at Lord ...
#233: Downing - What challenges do investors face in the UK small and medium-sized market?
05 Sep 2023
Contributed by Lukas
Will Hobbs (Chief Investment Officer) talks with Judith Mackenzie (Head of Downing Fund Managers) about how she and her team decide on which companies...
#232: Why do investors still think it’s a good time to remain invested?
31 Aug 2023
Contributed by Lukas
This week, we discuss the latest topics that are troubling investors – from how investments can compete with rising cash rates to growing geopolitic...
#231: How do your biases affect your investment performance?
25 Aug 2023
Contributed by Lukas
We talk about how behavioural biases can affect investors and what you can do to defend against them, with Maya Welford (Behavioural Finance Expert), ...
#230: Where are the opportunities in Asian markets?
18 Aug 2023
Contributed by Lukas
We look at the investment opportunities in Asian stock markets, where the potential risks may lie and what to consider when investing across the regio...
#229: Should I consider adding bonds into my portfolio?
11 Aug 2023
Contributed by Lukas
We discuss the bond market, why investing in bonds may be beneficial in the current environment, the risks involved and what to consider if you are in...
#228: What are the investment opportunities in the US?
03 Aug 2023
Contributed by Lukas
We talk about how the US has managed to subdue inflation and remain a leading global market, as well as where opportunities may be for investors, with...
#227: What are clients asking us about our latest strategic and tactical changes?
27 Jul 2023
Contributed by Lukas
We discuss what our clients and customers are asking us about our recent Strategic Asset Allocation update and our latest tactical views, with Sarah G...
#226: JP Morgan- Has the world of interest rates become more interesting for fixed income investors?
19 Jul 2023
Contributed by Lukas
Jean-Paul Jaegers (Head of Asset Allocation) talks with Iain Stealey (CIO for Global Fixed Income at J.P. Morgan Asset Management), unpacking some ins...
#225: How is the investment landscape shaping the strategic asset allocation?
14 Jul 2023
Contributed by Lukas
We discuss how the changing investment landscape, higher interest rates, and stubborn inflation is influencing Barclays Wealth’s Strategic Asset All...
#224: How high will interest rates go and will there be a recession?
06 Jul 2023
Contributed by Lukas
We look at how high inflation and even higher interest rates are affecting the UK economy and stock market, as well as whether the UK is prepared for ...
#223: MFS Investment Management - What should investors know about investing in energy?
30 Jun 2023
Contributed by Lukas
This week, we talk about what is happening in the energy market, what the future looks like for investing in energy companies, and whether commodities...
#222: Loomis Sayles - How do investors choose what US companies to invest in?
28 Jun 2023
Contributed by Lukas
Will Hobbs (Chief Investment Officer) talks with Hollie Briggs (Head of Global Product Management at Loomis Sayles) about investing in US shares, how ...
#221: ARX Investimentos - What are the challenges of investing in emerging markets?
22 Jun 2023
Contributed by Lukas
Will Hobbs (Chief Investment Officer) talks to Rogério Poppe (CEO of ARX Investimentos) about the opportunities and challenges of investing in Brazil...
#220: Baillie Gifford - Value vs. growth: Where is the future of growth investing?
15 Jun 2023
Contributed by Lukas
In the second of two podcasts looking at value versus growth investing, Will Hobbs (Chief Investment Officer) talks to Stuart Dunbar (Partner at Baill...
#219: Schroders - Value vs. growth: Is the search for value still relevant?
14 Jun 2023
Contributed by Lukas
In this first of two podcasts looking at value versus growth investing, Will Hobbs (Chief Investment Officer) talks to Roberta Barr (Head of Value Tea...
#218: Does bad news lead investors to make bad decisions?
08 Jun 2023
Contributed by Lukas
We discuss the significant challenges facing China and the US, and how the precarious global economy may lead investors to reach the wrong conclusions...
#217: Has inflation (finally) passed its peak?
01 Jun 2023
Contributed by Lukas
We look at the latest news from US, the impact of rampant inflation in the UK and elsewhere, and if opportunities to invest in AI (artificial intellig...
#216: What next for Europe?
25 May 2023
Contributed by Lukas
This week, we delve into Europe in a bit more detail following a tumultuous start to the year for the region’s equity markets, with Sarah Gresty (He...
#215: Does diversification still work?
18 May 2023
Contributed by Lukas
We look at whether diversified multi-asset portfolios are still the way forward, take stock on the ongoing US debt ceiling debate, while navigating a ...
#214: Do higher interest rates change how you invest?
11 May 2023
Contributed by Lukas
With the Bank of England once again raising its base rate this week, we look at the relationship between policy rates and cash. We also investigate wh...
#213: Fidelity - Where are the investment opportunities in China?
09 May 2023
Contributed by Lukas
This week, Will Hobbs (Chief Investment Officer) speaks with Himalee Bahl (Investment Director at Fidelity International) about how much Asia, especia...
#212: Why is it important to know your tax threshold?
28 Apr 2023
Contributed by Lukas
We discuss the importance for UK investors to know what tax threshold they are in, the impact of the recent changes to the thresholds, and what they c...
#211: Is high inflation holding back the global economic recovery?
20 Apr 2023
Contributed by Lukas
We look at the effects of prolonged high inflation on the UK, whether global markets are doing enough to avoid a downturn, and ask if artificial intel...
#210: Have we seen the peak in global interest rate rises?
13 Apr 2023
Contributed by Lukas
We discuss what a more cautious Federal Reserve means for the global economy, whether interest rates have finally peaked, and if the UK’s better-tha...
#209: Does the UK still offer strong investment opportunities?
06 Apr 2023
Contributed by Lukas
We look at whether the UK can compete in today’s changing global markets, with Sarah Gresty (Head of Investments), Stephen Peters (Senior Portfolio ...
#208: Brandes - Are there investment opportunities in the wake of the US banking crisis?
30 Mar 2023
Contributed by Lukas
This week, we speak about the fallout from the US banking crisis, what it means for global growth, and if any opportunities are emerging, with Sarah G...
#207: Will rising interest rates and inflation affect your long-term investment plans?
23 Mar 2023
Contributed by Lukas
In the midst of increased economic uncertainty and central banks becoming more cautious, we talk about how best to strike a balance between reacting t...
Special: Is another financial crisis inevitable?
20 Mar 2023
Contributed by Lukas
In this special recording of Word on the Street, we discuss the latest developments in the European banking sector and whether confidence in global ba...
#206: Is the Budget good for investors and will markets avoid another crisis?
16 Mar 2023
Contributed by Lukas
We look at what the Spring Budget means for our customers and clients and whether the recent market volatility is a cause for concern, with Sarah Gres...
Special: What is the effect of the SVB collapse?
13 Mar 2023
Contributed by Lukas
In this special recording of Word on the Street, we look at the impact of the Silicon Valley Bank (SVB) failure, and if this could signal the start of...
#205: Who wins, and who loses, if the US hikes interest rates?
09 Mar 2023
Contributed by Lukas
As the US starts to consider more aggressive interest rate rises, we talk about where the US economy is headed, how it could impact global growth, and...
#204: Is the new Brexit deal a boon for UK markets?
02 Mar 2023
Contributed by Lukas
With the Windsor Framework having been agreed this week and Nicola Sturgeon's recent resignation, we look at what all this means for the UK and its re...
#203: How can sustainable investing deliver positive returns and positive outcomes?
23 Feb 2023
Contributed by Lukas
During a week highlighting a return of droughts in Europe and fresh food shortages in the UK, we discuss how sustainable investments may be the crucia...
#202: Is it time to re-think your retirement strategy?
16 Feb 2023
Contributed by Lukas
With a stalled economy, continued high inflation, and fears of further interest-rate rises, we discuss how these could impact UK pensions and what thi...
#201: Should economic forecasts worry UK investors?
09 Feb 2023
Contributed by Lukas
With the UK economy floundering and recession fears still looming, we discuss what is driving markets, whether market forecasts are at all reliable, a...
#200: What has Brexit, Bitcoin, Covid, and the cost-of-living crisis meant for UK investors?
02 Feb 2023
Contributed by Lukas
In our 200th episode, we look back over the last three years to see what we got right, what we got wrong, and what the pandemic, Brexit, Bitcoin, and ...
#199 Do UK investors have reasons to be hopeful?
26 Jan 2023
Contributed by Lukas
While the latest corporate earnings reports make sombre reading and the global outlook appears bleak, we look at how UK investors could successfully n...
#198 Is China on the verge of a post-pandemic boost?
19 Jan 2023
Contributed by Lukas
With China's easing of Covid restrictions and a rallying stock market, we ask if it is on the cusp of a post-pandemic boost and what opportunities cou...
#197 Is the stock market the economy?
12 Jan 2023
Contributed by Lukas
With a global recession looming, we look at whether investors have already priced this risk into stock markets, with Sarah Gresty (Head of Investments...
#196 What can we expect from 2023?
05 Jan 2023
Contributed by Lukas
This week, we look at what we think may lie in store during 2023 and what investors should keep an eye on to make the most of their savings, with Sara...
#195 What’s the global outlook as 2022 comes to a close?
29 Dec 2022
Contributed by Lukas
This week, we look at China's easing of its coronavirus restrictions and the outlook of the global economy, with Phil Attreed (Head of Wealth Speciali...
#194 Inflation and interest rates, is there a bargain to be had in investments?
15 Dec 2022
Contributed by Lukas
This week, we ask whether inflation has finally peaked, if central bankers can ease off interest rate rises next year, and whether investments are a b...
#193 What opportunities and challenges do we see in 2023?
09 Dec 2022
Contributed by Lukas
This week, we ask two top CEOs at Barclays about what they think was a defining moment in 2022 and what opportunities and challenges they foresee in 2...
#192 Are falling UK house prices an investment opportunity?
01 Dec 2022
Contributed by Lukas
This week, we talk about the UK property market, whether house prices will continue to drop next year, and if this is an opportunity for UK investors,...
#191 Is the Technology sector still an exciting investment opportunity?
24 Nov 2022
Contributed by Lukas
This week, we look at the Technology sector, what's gone well and what's not, and where we should look for the next "big thing", with Sarah Gresty (He...
#190 UK Autumn Statement Special: What does it mean for investors in 2023?
18 Nov 2022
Contributed by Lukas
This week, we discuss the UK Autumn Statement, how its changes could affect investors and what impact it may have on the UK in the coming year, with S...
#189 How has market and political volatility affected investments?
10 Nov 2022
Contributed by Lukas
This week, we look back on the last few months of economic and political volatility, how investments have fared during this time, and what investors c...
#188 Can you be a better investor in unpredictable markets?
03 Nov 2022
Contributed by Lukas
This week we look at what has shifted in markets and central bank policies as we enter an era of rising interest rates, where you might be tempted to ...
#187 What can we expect from the US midterm elections?
27 Oct 2022
Contributed by Lukas
This week, we review the potential outcomes of the US midterm elections, how they could play out, and what they might mean for markets and investors, ...
#186 Is the UK at a fork in the road?
21 Oct 2022
Contributed by Lukas
This week we discuss the latest from the UK after another turbulent week, and our views on China as the world’s largest parliamentary gathering cont...
#185 The latest from Westminster
17 Oct 2022
Contributed by Lukas
In this Word on the Street Special, we take a look at the latest developments from Westminster including Monday’s statement from the Chancellor, and...
#184 What are the latest political and economic developments dominating the headlines?
13 Oct 2022
Contributed by Lukas
This week, we look at the latest market turbulence, and recent political developments including a read out from the party conferences, and whether now...
#183 UK Roundtable: What impact has the cost-of-living crisis had on UK businesses?
07 Oct 2022
Contributed by Lukas
In this, our latest UK Roundtable, we look at the impact the cost-of-living crisis has had on the UK’s small and medium-sized businesses, and what, ...
Monthly Market Insights: Inflation worries and the rocky road ahead
04 Oct 2022
Contributed by Lukas
As part of our aim to keep clients and customers informed of our current investment views and how these themes are impacting our portfolios and funds,...
#182 What does the Bank of England’s emergency intervention mean for UK investors?
29 Sep 2022
Contributed by Lukas
This week, we discuss the Bank of England’s emergency intervention to shore up UK pensions, the consequences of higher interest rates, and what it a...
Special: Should UK investors worry about a weakened pound?
26 Sep 2022
Contributed by Lukas
In this Word on the Street Special, we talk about what UK investors need to know about the drop in the value of Sterling and what to expect in Europe ...
#181 How does the Mini-Budget impact UK investors?
23 Sep 2022
Contributed by Lukas
This week, we talk about the government’s recently announced Mini-Budget, what it means for our customers and clients, and how it impacts UK investo...
#180 What can UK investors do when markets turn volatile?
15 Sep 2022
Contributed by Lukas
This week, we talk about recent market volatility, the multiple threats assailing the world economy, and what, if anything, we as investors should do ...
#179 What are the challenges facing the UK market?
08 Sep 2022
Contributed by Lukas
This week, we look at the challenges facing the UK market, including the falling value of the pound, and what opportunities may lie ahead, with Sarah ...
#178 Is successful investing down to luck or skill?
01 Sep 2022
Contributed by Lukas
This week, we look at the increasing uncertainty in investment markets and whether luck or skill is the defining factor for a successful investor, wit...
#177 Is now a good time to invest?
25 Aug 2022
Contributed by Lukas
This week, we will look at whether now is a good time to invest and if it’s wise to invest when everyone else seems to think it’s a bad idea, with...
#176 What lies ahead as the cost-of-living crisis starts to bite?
18 Aug 2022
Contributed by Lukas
This week, we give an update on Westminster politics and the path ahead for the UK amidst a cost-of-living crisis, with Miles Sherry (Wealth Manager),...
#175 How do you find the right fund managers to run your investments?
11 Aug 2022
Contributed by Lukas
This week, we talk about the mounting worries of a recession and the steady rise of interest rates, and how to identify the right fund managers to run...
#174 With rising interest rates, is it time for investors to start moving into cash?
04 Aug 2022
Contributed by Lukas
This week, given the Bank of England’s latest hike in interest rates, we talk about the risk of a recession and whether investors should be tempted ...
#173 With another turbulent week for investments, is it time to buy stocks?
28 Jul 2022
Contributed by Lukas
This week, Sarah Gresty (Head of Investments) and Will Hobbs (Chief Investment Officer) discuss another turbulent week in the world of investments ami...
#172 What is the latest in the battle against inflation?
21 Jul 2022
Contributed by Lukas
This week we will discuss the rapidly evolving European energy story, the latest messages provided by incoming economic data and some thoughts on Chin...
#171 What’s in store for the UK as inflation is rising?
13 Jul 2022
Contributed by Lukas
This week, we discuss the potential paths ahead for inflation and how investors should think about investing during high inflation, with Phil Attreed ...
Monthly Market Insights: What can we expect after a very tough first half?
12 Jul 2022
Contributed by Lukas
As part of our aim to keep clients and customers informed of our current investment views and how these themes are impacting our portfolios and funds,...
#170 Where will the next breakthrough come from?
07 Jul 2022
Contributed by Lukas
This week, we look back at an eventful week in the UK as well as how to approach investing in innovation and whether it is possible to spot where the ...
Word on the Street Special: Is the UK government in crisis?
06 Jul 2022
Contributed by Lukas
In this Word on the Street special, we discuss the latest government ministers’ resignations, whether this signals a government in crisis, and how t...
#169 The year so far and what can we expect from the next six months?
01 Jul 2022
Contributed by Lukas
This week, we look at how the year so far has been marked by volatility, runaway inflation, and fears of a recession, and consider what to expect from...
#168 UK Roundtable: Are UK businesses coping as economic pressures mount?
24 Jun 2022
Contributed by Lukas
In this month’s UK Roundtable, we discuss the factors that are putting a squeeze on UK businesses and how companies are coping, as well as how share...
#167 What are the top concerns of our customers and clients?
16 Jun 2022
Contributed by Lukas
This week we discuss what our customers and clients’ top concerns are, including the latest Bank of England rate rise, navigating unsettled investme...
Monthly Market Insights: A challenging summer ahead?
14 Jun 2022
Contributed by Lukas
As part of our aim to keep clients and customers informed of our current investment views and how these themes are impacting our portfolios and funds,...
#166 What impact has the vote of no confidence in the Prime Minister had on markets?
10 Jun 2022
Contributed by Lukas
This week, we talk about the impact the vote of no confidence in the Prime Minister has had on markets, as well as how the growth of social media may ...
#165 UK Round Table: What impact is the Sue Gray report having on Westminster?
26 May 2022
Contributed by Lukas
In this month’s UK Round Table, we discuss the impact of the Sue Gray report on Westminster and how businesses are adapting to on-going supply chain...
#164 Have world events changed our long-term investment views?
19 May 2022
Contributed by Lukas
This week, we look at whether world events have changed our long-term investment views and where we think returns might be heading in the next 10 to 2...
#163 Is trusting your gut a sound investment strategy?
12 May 2022
Contributed by Lukas
This week, we look at why familiar or well-known companies are often the most popular investments and whether trusting your gut is a sound investment ...
Monthly Market Insights: Out of the frying pan and into the fire
10 May 2022
Contributed by Lukas
As part of our aim to keep clients and customers informed of our current investment views and how these themes are impacting our portfolios and funds,...
#162 What are the most common concerns and questions on investors’ minds at the moment?
05 May 2022
Contributed by Lukas
This week, we look at some of our customer and clients’ most common questions and concerns, including the likelihood of a recession, whether commodi...
#161 UK Round Table: How are businesses coping with higher costs and challenges with productivity?
28 Apr 2022
Contributed by Lukas
In this month’s UK Round Table, we discuss how the UK’s small and medium sized businesses are having to adapt to higher costs and productivity cha...
#160 How are the markets reacting to the upcoming May elections?
21 Apr 2022
Contributed by Lukas
This week, we talk about the fallout from the lockdown fines on the government, the upcoming May elections, and how markets are reacting to the French...