Need to Know - 22 May, Prime Time

Need to Know - 22 May, Prime Time

Author: Coutts May 24, 2024 Duration: 30:32

Sarah Muir and Kitty O'Shea, director of Coutts Real Estate Investment team, take a look at the London Prime Property market and the three things you need to know about buying a home in the capital.

Read Coutts London Prime Property Index


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 - 26 March, 2024 - Baby boom [not-audio_url] [/not-audio_url]

Duration: 26:25
Sarah Muir is joined by David Broomfield for a look at population mega trends and what they mean for the global economy. They also discuss the recent rise in weight loss drugs, and the surprising impact they could have o…
Need to Know - 19 March, 2024 - Banks for the memories [not-audio_url] [/not-audio_url]

Duration: 35:43
Sarah Muir and Alan Higgins discuss why central banks may be making fewer rate cuts than originally anticipated. And one year on from the collapse of Credit Suisse, do investors have short memories?
Need To Know - March 12, 2024 - A bear in a China shop [not-audio_url] [/not-audio_url]

Duration: 40:21
Sarah Muir and Alan Higgins are joined by Coutts Multi Asset Strategist David Broomfield for a look at China. We’ll be asking whether its stock market is undervalued and discussing the longer-term outlook. Plus, how does…
Need to Know - March 07, 2024 - Forever blowing bubbles? [not-audio_url] [/not-audio_url]

Duration: 36:47
With the S&P 500 and Nasdaq at all-time highs, are we in bubble territory? Sarah Muir and Alan Higgins discuss such bubbles – their history, definition and whether or not we’re seeing one now.
Need to Know - February 28, 2024 - Art for art’s sake [not-audio_url] [/not-audio_url]

Duration: 28:51
Sarah Muir and Alan Higgins are joined by Amelie Sarrado of Christie’s for a look at art as a store of wealth. From recent trends in art markets, and the outlook for the coming decade, to why buying art should be passion…
Need to Know - February 21, 2024 - Earnings season special [not-audio_url] [/not-audio_url]

Duration: 32:48
Sarah Muir and Alan Higgins are joined by Coutts US equity expert Howard Sparks for a look at earnings season in the US and Europe. Plus, we revisit the debate around active management – is the dominance of a handful of…
Need to Know - February 7, 2024 - Trading places [not-audio_url] [/not-audio_url]

Duration: 42:57
This week Sarah Muir and Alan Higgins are joined by James Stringer from Coutts’ Trading & Execution team for a look at the shift to T+1 in US markets. Plus – the Magnificent Seven becomes the Famous Five, and the ongoing…
Need to Know - January 31, 2024 - As good as gold [not-audio_url] [/not-audio_url]

Duration: 40:15
Sarah Muir and Alan Higgins are joined by Coutts CIO, Fahad Kamal to look at gold as a diversifier, the outlook for Chinese equities and the formula for valuing commercial property.
Need to Know - January 23, 2024 - Pessimism with a pinch of salt [not-audio_url] [/not-audio_url]

Duration: 37:00
This week Sarah Muir and Alan Higgins look at why active managers in the fixed income universe are more likely to beat benchmarks than their equity counterparts. Plus can property hold its value in a higher interest rate…
Need to Know - January 16, 2024 - What to watch in 2024 [not-audio_url] [/not-audio_url]

Duration: 46:35
To coincide with the publication of Coutts Outlook 2024, Sarah Muir and Alan Higgins are joined by Lilian Chovin to talk about the three things on our radar for the year ahead.