Need to Know Investment Podcast

Coutts
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Need to Know is the weekly investment podcast from Coutts. Each week we chat to senior members of Coutts Asset Management team to find out what you need to know for the week ahead.

  1. 03/11/2025

    Need to Know - 11 March, "A period of transition..."

    In yet another big week for markets, Sarah Muir and David Broomfield consider current volatility. How much is down to sentiment and how much is due to hard data? And as Germany announces its biggest fiscal package since reunification, can releasing the debt brake jump start Germany's stagnating economic growth? Plus, how activist investors are positively influencing the outlook for Japanese equities.

    32 min

  2. 03/07/2025

    Need to Know - 07 March, March Market Movers

    March may only be a week old but there are plenty of topics to discuss in this week's episode. Sarah Muir and David Broomfield discuss the announcement of the US Crypto Reserve and what it means for the asset class as a whole. Plus what's behind recent growth jitters, and sticky inflation and the pathway for interest rate cuts. This week's quick fire numbers are 500 and 3.

    30 min

  3. 02/28/2025

    Need to Know - 28 February, Continental drift

    This week Sarah Muir and David Broomfield head over the Europe. What's behind the recent strong performance of European equities and how sustainable is it? And as coalition negotiations commence, what does the future hold for the region's main economic motor, Germany? This week's quick fire numbers are 50,000 km and 105 billion.

    27 min

  4. 02/21/2025

    Need to Know - 21 February, Trump one month on

    As President Trump marks his first month back in the White House, Sarah Muir and David Broomfield look at how rising geopolitical tensions combined with announcements on tariffs and deregulation have impacted markets. What does an unpredictable policy environment mean for investors over the short and medium. term? This week's quick fire numbers are 98% and £46.1 million Read David's latest article on Trump here.

    36 min

  5. 02/14/2025

    Need to Know - 14 February, Game On

    Sarah Muir and David Broomfield are joined by US equity expert Howard Sparks for a look at interactive entertainment. With the number of gamers growing every day, it's an industry that commands attention from investors. But it's also an industry that faces challenges and opportunities presented by AI and tariffs. In this episode we explore what investors need to know about interactive entertainment. This week's quick fire numbers are 2.6 billion, 500,000 and 19,000.

    34 min

  6. 02/05/2025

    Need to Know - 05 February, Home Truths

    Sarah Muir is joined by Coutts Real Estate Director, Kitty O'Shea for a look at the London property market. How have plans to abolish non-domicile tax status impacted super prime property prices and which postcodes are proving the most attractive for the capital's house hunters? Check out Coutts London Prime Property Index for everything you need to know.

    9 min

  7. 01/29/2025

    Need to Know - 29 January, Deeply Seeking AI

    Sarah Muir and David Broomfield consider the broader impacts of the AI advances announced by DeepSeek. Is this all bad news for US tech giants or could it result in a broadening out of the AI revolution? Plus, a week on from the inauguration of President Trump, are we seeing talk of tariffs and energy deregulation having an impact on markets? This week's quick fire numbers are 560 billion and 200.

    31 min

  8. 01/24/2025

    Need to Know - 24 January, The consequences of correlation

    Sarah Muir and David Broomfield consider equity-bond correlation. Why do these normally inversely correlated assets sometimes move in lock step and what does that mean for the future of the 60:40 portfolio?

    26 min
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Need to Know is the weekly investment podcast from Coutts. Each week we chat to senior members of Coutts Asset Management team to find out what you need to know for the week ahead.

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