BM Talks

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Sensible Market Commentary

  1. 26 DE ABR.

    BM Talks: Ben Ashby speaks Q2

    We are joined in our latest edition of BM Talks for a Q2 update from Ben Ashby, CIO of Henderson Rowe. We asked:  How long will the energy shock last?How is the conflict in the Middle East part of the US National Security Plan?How does this compare to the Tanker Wars of the 1980s and the Oil Embargo of the 1970s?How will interest rate markets respond?Could we see a currency crisis and capital controls?What is happening to market liquidity? Have we seen the top in US stock markets?What happens to Gold?

    36 min

  2. 15 DE FEV.

    BM Talks: Ben Ashby speaks

    We are joined in our latest edition of BM Talks once again by Ben Ashby, CIO of Henderson Rowe.

    29 min

  3. 6 DE FEV.

    BM Talks: Rob Ford Speaks about Gorton and Denton

    We are joined in our latest edition of BM Talks by Rob Ford, Professor of Political Science at Manchester University and co-author of the definitive "The British General Election of 2019 (Bible of General Elections)".   We asked him: - Who is likely to win the Gorton & Denton by-election? - What is the path to victory for the Greens, Labour and Reform respectively?  - What would be a good result for Keir Starmer? - What would be a bad result for the Labour Party?

    38 min

  4. 17/11/2025

    BM Talks: Bill Dinning speaks

    We are joined in our latest edition of BM Talks by Bill Dinning. He is Chief Investment Officer of W1M, the UK wealth and investment manager formed in 2024 through the merger of Waverton Investment Management and London and Capital Group. Bill was previously Head of Investment Strategy at Coal Pension Trustees and prior to that at Kames Capital in Edinburgh. We asked:  Are marketd underestimating the inflationary impact of tariffs?Is there still value in the US markets given the meteoric rise of the MAG7?Why do you see more rate cuts from the Bank of England?Is Japan's renaissance real this time?Why do you still recommend holding Gold?What does McCarthy-era America tell us about Trump 2.0?

    33 min

  5. 13/11/2025

    BM Talks: Mike Bell speaks

    We are joined in our latest edition of BM Talks by Mike Bell. Mike is an independent macro strategist who spent a decade at JP Morgan Asset Management where he led international investment teams and advised institutional clients on the economic outlook across asset classes. He studied Social and Political Sciences at Cambridge University and is a CFA Charterholder. We asked:  Why do you think the Bank of England will cut rates further?What drives the difference between UK and Eurozone inflation?Where should investors put their money for the long term? With the collapse of First Brands causing question marks over just how exposed everyone is to private credit, how should allocators think about non-public markets?Should fund managers spend more time on history and politics than economics these days?

    49 min

  6. 09/11/2025

    BM Talks: Silvana Tenreyro speaks

    We are joined in our latest edition of BM Talks by Silvana Tenreyro. Silvana sat on the Bank of England's MPC from 2017 until 2023 and is a professor of Economics at the LSE.  We asked:  What is the biggest lesson from her time on the MPC which covered the aftermath of the Brexit vote along with Covid and the war in Ukraine?Is central bank credibility at risk?Does the Bernanke Review of the Bank of England go far enough?How should we think of the "neutral rate" of interest?How useful is forward guidance?How will the balance between monetary and fiscal policy evolve?

    36 min

  7. 29/09/2025

    BM Talks: Mark Mcvitie speaks

    We are joined in our latest edition of BM Talks by Mark Mcvitie, Director of the Labour Growth Group. With around 100 Labour MPs as members, the group is 'committed to tearing down the barriers to growth'. Mark worked in communications in the financial services sector before moving into political campaigning.  We asked:  What is the Labour Growth Group's core mission? How does it work with other Labour factions? Is it a "pro-Starmer" group? In the lead up to the Budget, what tax reforms would you recommend to unlock growth?Does the OBR need reform to help bring growth?Can any government create growth given the fiscal constraints?How does the Labour Party respond to an electorate looking for political disruption?

    43 min

  8. 15/09/2025

    BM Talks: Dame Harriett Baldwin speaks

    We are joined in our latest edition of BM Talks by Dame Harriett Baldwin, MP for West Worcestershire who served as Chair of the Treasury Select Committee and is now Shadow Business and Trade Minister. Prior to joining parliament she was Head of Currency Management at JP Morgan Investment Management. We asked:  How do you assess the UK's fiscal risks right now?Do the current fiscal rules command credibility in the markets?Do you think UK gilts retain safe haven status?Should the Treasury Select Committee have a beefed up role in fiscal oversight?Did the Bank of England get it wrong on QE and QT?

    32 min
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Sobre

Sensible Market Commentary

Informações

  • Criado por
    BlondeMoney
  • Anos de atividade
    2021 - 2026
  • Episódios
    32
  • Classificação
    Livre
  • Copyright
    © 2026 BM Talks
  • Site do podcast
    BM Talks

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