Need to Know Investment Podcast

Need to Know Investment Podcast

Author: Coutts Language: English Episodes: 98
The financial landscape shifts constantly, and Need to Know Investment Podcast from Coutts cuts through the noise with clarity. This isn't about speculative predictions or generic advice. Instead, it offers a grounded, weekly conversation directly with the senior strategists and portfolio managers from Coutts Asset Management who are actively navigating these markets. You'll hear their unfiltered analysis on the economic data, geopolitical events, and market movements that actually matter right now. The discussion focuses on translating complex developments into practical implications for the week ahead, providing context that helps you understand the 'why' behind the headlines. It’s a direct line to the thinking of seasoned investment professionals, designed to give you a more informed perspective whether you're managing significant assets or simply aiming to be a smarter investor. Tune in each week for this concise, authoritative take that prioritizes substance and insight, making this podcast a valuable tool for anyone looking to deepen their financial understanding in a world full of information overload.
Episodes
Need to Know - 03 October, The Middle East and Markets [not-audio_url] [/not-audio_url]

Duration: 38:16
As the conflict in the Middle East escalates, Sarah Muir and David Broomfield consider the economic impact of geopolitics on the immediate region as well as global markets. Plus, will China's super stimulus package be su…
Need to Know - 26 September, Loose ends [not-audio_url] [/not-audio_url]

Duration: 35:52
Sarah Muir and David Broomfield return to the subject of AI for this week's podcast with a look at the challenges faced by the technology. Plus, what lies behind the recent spike in energy R&D and trends in the labour ma…
Need to Know - 21 September, Emerging Market Insights [not-audio_url] [/not-audio_url]

Duration: 40:28
As we enter an interest rate cutting cycle, how has the Fed's rate hiking cycle impacted Emerging Market economies? Plus, Sarah Muir and David Broomfield look at what's stopping China from replacing the USA as the world'…
Need to Know - 14 September, Is Europe the sick man of Europe? [not-audio_url] [/not-audio_url]

Duration: 37:56
In the wake of Mario Draghi's EU competitiveness report, Sarah Muir and David Broomfield look at what's required to ensure the European economy keeps pace with the US and China. Plus, the unique challenges faced by the E…
Need to Know - 06 September, When America sneezes... [not-audio_url] [/not-audio_url]

Duration: 38:20
Sarah Muir and David Broomfield discuss why the USA continues to be the most important region from a macroeconimic perspective - why it's still the world's largest economy and will it ever be usurped by China? Plus could…
Need to Know - 30 August, Gone Fishing... [not-audio_url] [/not-audio_url]

Duration: 29:28
Sarah Muir and David Broomfield cast a keen eye over Jackson Hole. From the history of the central bankers' summit to what we've learned from this year's symposium. Plus, should we even care about central banks' policies…
Need to Know - 23 August, Time in the market [not-audio_url] [/not-audio_url]

Duration: 27:24
Sarah Muir is joined by Monique Wong and Joe Aylott for a the latest on markets. As we head into the final months of the year, what does the macroeconomic backdrop look like? Plus, thoughts on US Federal Reserve policy.…
Need to Know - 16 August, Cash and Carry [not-audio_url] [/not-audio_url]

Duration: 29:56
Sarah Muir and David Broomfield look at some of the more esoteric investment strategies that may have impacted recent market volatility. From carry and dispersion trades to covered call ETFs - the risks when investors be…
Need to Know - 06 August, What's Moving Markets? [not-audio_url] [/not-audio_url]

Duration: 28:40
Sarah Muir and David Broomfield look at what's behind current market volatility. From US jobs data to earnings, how much is the current sell-off caused by fundamentals? What part do technical factors, like the much-talke…
Need to Know - 26 July, Sovereign Strategy [not-audio_url] [/not-audio_url]

Duration: 37:52
Sarah Muir and David Broomfield look under the bonnet of sovereign wealth funds. With huge levels of capital to deploy, what impact do SWFs have on markets and how transparent is their management?