48 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 48

    Just Williams - Episode 48

    Duncan Williams and John Newsome of Williams Investment Management are back to keep you ahead of the curve as far as financial matters are concerned.
    This time we delve into the delicate and nuanced relationship between property values and government spending and how they both impact on the setting of interest rates and the level of inflation.
    We also take a look at how US foreign policy may influence oil prices, the reaction of the stock market to the recent overhaul of Unilever and how a bout of ambulance chasing is playing out in the investment space.

    • 13 min
    Just Williams - Episode 47

    Just Williams - Episode 47

    It's always a bit of a struggle getting back into the swing of things after a three-day-weekend, particularly if you have been kicking back with a beverage of choice and enjoying the snooker. Fear not because right on cue (see what we did there) the Just Williams boys, aka John Newsome and Duncan Williams, are here to get you back into your Tuesday routine.
    As is customary they start with talk of Inflation and Interest Rates, by delving into just some of the reasons why many of the predictions about what was going to happen in 2024 were disconnected with what is actually going on in the real world.
    The oft-asked question of the impact of a change of Government (particularly given the current circumstances) is tackled next, followed by a proverbial toe dipping in the choppy current of Thames Water.
    And finally there's an update on the work the FCA is doing to protect investors from scams and unregulated firms and advisors.

    • 14 min
    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

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