46 episodes

An informal discussion of investment management including beginners guides and the approach and investment philosophy particular to Williams Investment Management.

Just Williams Williams Investment Management

    • Business

An informal discussion of investment management including beginners guides and the approach and investment philosophy particular to Williams Investment Management.

    Just Williams - Episode 46

    Just Williams - Episode 46

    Duncan Williams and John Newsome are back, all primed and ready to talk you through your regular slice of Global Financial news and Investment Market insight.
    We begin as always with an update on Inflation and Interest rates, and an acknowledgment from Duncan that whilst it might seem on the surface that this part of the podcast is a bit rinse and repeat, the fact is a lot has been shifting from the now seemingly wild predictions that we would see multiple interest cuts this year.
    Next up is Tesla, and some commentary around their current level of sales and plans to address it, followed by a look at Ocado and where they may soon be being listed.
    And we finish off with a look at the affordability issues around purchasing property, and whether de-banking may be the start of a trend that could impact on the world of investment.

    • 17 min
    Just Williams - Episode 45

    Just Williams - Episode 45

    Welcome back to the Just Williams, your perfectly formed snapshot of what is going down in the world of investment.
    This week, regulars John Newsome and Duncan Williams give you their predictions for interest movement of the remainder of the year, and why it could be more modest than anticipated. They take a look at how they think AI will impact the employment market and why Gold has had a bit of a bounce.
    That still leaves them plenty of time to examine what happens when a regulated business like Thames Water hits the skids, and the backlash against BlackRock over its investments in sustainability.

    • 17 min
    Just Williams - Episode 44

    Just Williams - Episode 44

    Regular hosts Duncan Williams and John Newsome are back for another slice of financial news and market update.
    Starting with an update of global inflation and monetary policy, they turn next to one key aspect of the recent budget, and offer their thoughts on the new ‘British’ ISA.
    After that they look to the investment markets, and ponder three examples of large companies facing some challenging circumstances, before finishing off with a checklist of ‘things to do’ before the end of the tax year.

    • 13 min
    Just Williams - Episode 43

    Just Williams - Episode 43

    Regulars Duncan Williams & John Newsome have plenty to get stuck into in this latest edition of the Just Williams podcast, which proves to be a bit globe-trotty in nature.
    So after updating you on Inflation & Interest Rates the boys turn their attention to the US to speculate on the current situation post Super-Tuesday, and what another dose of the Donald might mean for global financials.
    Next stop some thoughts on the Government forecasts coming out of China, followed by an update on the situation in Japan and finally back home (via a brief layover in German) to talk about the budget.

    • 15 min
    Just Williams - Episode 42

    Just Williams - Episode 42

    Join the Just Williams management team of Duncan Williams and John Newsome as they take you on your fortnightly foray into the world of Global Finance and the Investment Markets.
    After the usual update on inflation and interest rates they turn their attention to a recent development in the Japanese stock market that has been thirty-four years in the making. They also look at a new report that lays bare the amount of pensionable income the average couple will require in the future, and the predictions may well come as a surprise.
    Finally a reminder to ensure you use your Capital Gains allowances if they are applicable to you, because they may not always be there in the future.

    • 12 min
    Just Williams - Episode 41

    Just Williams - Episode 41

    Duncan and John kick off this episode with a deeper dive into inflation, in particular a problem they have been talking about for quite a while now namely the structural inflation that seems to be hanging around despite all efforts to shift it. Now of course you can take a view on how well this has been managed globally, and as you would expect they do.


    After a check-in on the situation in the Suez, the Williams boys move onto the conundrum that is the transition away from fossil fuels, and the reason why they think it appears that it hasn’t been that well thought though.


    Finally they touch on equity release schemes and end of year tax prep.

    • 13 min

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