Need to Know - 06 September, When America sneezes...

Need to Know - 06 September, When America sneezes...

Author: Coutts September 6, 2024 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 we see the demise of the USD as the world's reserve currency?


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.
Author: Language: English Episodes: 98

Need to Know Investment Podcast
Podcast Episodes
Need to Know - 11 March, "A period of transition..." [not-audio_url] [/not-audio_url]

Duration: 31:51
In yet another big week for markets, Sarah Muir and David Broomfield consider current volatility. How much is down to sentiment and how much is due to hard data? And as Germany announces its biggest fiscal package since…
Need to Know - 07 March, March Market Movers [not-audio_url] [/not-audio_url]

Duration: 30:03
March may only be a week old but there are plenty of topics to discuss in this week's episode. Sarah Muir and David Broomfield discuss the announcement of the US Crypto Reserve and what it means for the asset class as a…
Need to Know - 28 February, Continental drift [not-audio_url] [/not-audio_url]

Duration: 26:39
This week Sarah Muir and David Broomfield head over the Europe. What's behind the recent strong performance of European equities and how sustainable is it? And as coalition negotiations commence, what does the future hol…
Need to Know - 21 February, Trump one month on [not-audio_url] [/not-audio_url]

Duration: 35:35
As President Trump marks his first month back in the White House, Sarah Muir and David Broomfield look at how rising geopolitical tensions combined with announcements on tariffs and deregulation have impacted markets. Wh…
Need to Know - 14 February, Game On [not-audio_url] [/not-audio_url]

Duration: 33:47
Sarah Muir and David Broomfield are joined by US equity expert Howard Sparks for a look at interactive entertainment. With the number of gamers growing every day, it's an industry that commands attention from investors.…
Need to Know - 05 February, Home Truths [not-audio_url] [/not-audio_url]

Duration: 9:15
Sarah Muir is joined by Coutts Real Estate Director, Kitty O'Shea for a look at the London property market. How have plans to abolish non-domicile tax status impacted super prime property prices and which postcodes are p…
Need to Know - 29 January, Deeply Seeking AI [not-audio_url] [/not-audio_url]

Duration: 31:07
Sarah Muir and David Broomfield consider the broader impacts of the AI advances announced by DeepSeek. Is this all bad news for US tech giants or could it result in a broadening out of the AI revolution? Plus, a week on…
Need to Know - 24 January, The consequences of correlation [not-audio_url] [/not-audio_url]

Duration: 26:23
Sarah Muir and David Broomfield consider equity-bond correlation. Why do these normally inversely correlated assets sometimes move in lock step and what does that mean for the future of the 60:40 portfolio?
Need to Know - 17 January, Bonds,. government bonds [not-audio_url] [/not-audio_url]

Duration: 27:03
Sarah Muir and David Broomfield look at the recent rout in bond markets. What's driving the global trend in rising yields? Why is term premia so important and what impact do rising yields have on the attractiveness of ot…
Need to Know - 10 January, Market Movers 2025 [not-audio_url] [/not-audio_url]

Duration: 40:59
For the first episode of 2025 join Sarah Muir and David Broomfield as they delve into the key factors poised to influence global markets this year. Explore the evolving AI narrative, the shifting dynamics of the Chinese…