Just Williams

Williams Investment Management
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Just Williams

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

  1. 2 DAYS AGO

    Just Williams - Episode 60

    With so much going on at the moment, it's a welcome return for the Just Williams podcast regulars Duncan Williams and John Newsome to help make some sense of the noise. First up is the U.S election, starting with the performance of the pollsters and moving onto what having Elon Musk as one of his Cabinet picks might have for President-Elect Trump. Back across the water they focus on UK interest rates, and what that means for inflation, before dropping in on the COP summit in Azerbaijan. Finally there is a look at the implications of what could be an upcoming class action in the car finance sector, and why fashionable investments in overpriced start-ups often come back to bite.

    14 min

  2. NOV 6

    Just Williams - Episode 59

    The Williams Investment team of Duncan Williams and John Newsome are back and fired up to bring you their thoughts on the recent Budget. What did they think about the changes to Employer NICs, the increase in the Minimum Wage and the tweaks to the rules around Inheritance provision, and who do they think would be counting the cost. And of course, the all important question, what will be the knock-on effect on inflation.

    14 min

  3. OCT 22

    Just Williams - Episode 58

    The spotlight for this episode of the Just Williams podcast is the upcoming Budget, which means that investment specialists Duncan Williams and John Newsome are speculating on how it might all shake down. They discuss what they think Rachel Reeves has got planned, and what might that might mean for your investment strategy, and indeed the wider economy? What will it mean in terms of the overall tax burden, who is going to feel it the most and (against the backdrop of a fall in the target measure) will it actually prove to be inflationary.

    17 min

  4. OCT 8

    Just Williams - Episode 57

    Welcome back to the Just Williams podcast, with Investment Managers Duncan Williams and John Newsome. They begin with an update on U.S Economic Policy following the recent announcement from the Federal Reserve of a drop in Interest Rates, and follow that up with a whistle-stop global tour around the current position of a number of the major economies. One of the places they drop-in on is Saudi Arabia, where the recent decision to pump more oil prompts a conversation about the long term cost of fossil fuel and it's importance as many Western economies prioritise carbon-free alternative strategies. And in turn, that prompts an interesting conversation around the current state of electric car sales, and whether the wheels may be coming off that particular sector.

    15 min

  5. SEP 24

    Just Williams - Episode 56

    The new episode of Just Williams hits the ground hard this time, as Investment Managers Duncan Williams and John Newsome weigh up what they think will happen with Interest rates either side of the Atlantic as well as what Rachel Reeves may do in the pending Budget, and that might mean for investors. They spend a little bit of time discussing the value of Gold, and what the lack of investment in exploration may do to the long term price of Oil. Finally they turn their attention to the increasing number (and relative performance of) passive funds verses active managed funds, and whether this trend is one to welcome or be cautious of.

    15 min

  6. SEP 10

    Just Williams - Episode 55

    Back refreshed after the summer break the Just Williams podcast regulars Duncan Williams and John Newsome bring you a packed autumnal edition. The regular interest rate and inflation section focusses on the apparent shortage of available employees on both sides of the Atlantic, and the how that could be an inflationary factor as well as the impact of the recent public sector pay settlements in the UK. They discuss the systemic problem with house prices and income multiples, look at the performance of regulators (specifically the case of water companies) and round up all the news from the investment sector.

    19 min

  7. AUG 13

    Just Williams - Episode 54

    Welcome back to another slice of investment insight with Duncan Williams and John Newsome of Williams Investment Management. Duncan has been known to comment that they are forever banging on about inflation and interest rates, and whilst that may have a ring of truth, the discussion this time is almost Olympian in its analysis of the current state of play. The UK, US and Japan all feature in a breakdown that draws together all the reason why we might be looking at a return to the Seventies. There is an update on the state of Tech stocks, including a blast-from-the-past reference, and an update on the latest industry news from the Investment sector. Oh, and a bit of housekeeping, the boys will taking a short summer hiatus and will be back on the 6th September.

    17 min

  8. JUL 28

    Just Williams - Episode 53

    It's as you were for the new episode of the Just Williams podcast, as Duncan Williams is joined by John Newsome, fresh from vacation and invigorated by tales of hi-tech luggage handling. In fact it's a bit of a globe-trotting instalment, as we bounce between commercial and political updates from all over the place, including a prediction about UK interest rates, what's happening at Tesla and the impact of a change of candidate in the US presidential election. And if that wasn't enough, they managed to crowbar in some industry news, including an intriguing update from the FCA

    16 min
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About

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

Information

  • Creator
    Williams Investment Management
  • Years Active
    2021 - 2024
  • Episodes
    25
  • Rating
    Clean
  • Copyright
    © Copyright 2024 Williams Investment Management
  • Show Website
    Just Williams

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