Need to Know - 26 October, Debt dilemmas

Need to Know - 26 October, Debt dilemmas

Author: Coutts October 26, 2024 Duration: 32:16

Sarah Muir and David Broomfield look at global debt levels. What level is sustainable and how do high levels of public debt affect bond and equity markets? Plus this week's quick-fire numbers are 5:2 and one billion.


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 Special - October 26, 2023 [not-audio_url] [/not-audio_url]

Duration: 20:53
Sarah Muir and Alan Higgins chat with behavioural psychologist, Ed Nottingham about the three things we can all do to help us be more rational investors.
Need to Know - October 24, 2023 [not-audio_url] [/not-audio_url]

Duration: 32:29
Sarah Muir and Alan Higgins look at whether market corrections are an opportunity, the nature of equity returns and why investors need to look beyond annualised performance. Plus has Alan changed his mind about index inv…
Need to Know - October 17, 2023 [not-audio_url] [/not-audio_url]

Duration: 32:02
Sarah Muir and Alan Higgins look at how markets normally respond to major geopolitical events and what’s different this time. Plus could a bearish consensus be a contrarian indicator for equity bulls and the pros and con…
Need to Know - October 11, 2023 [not-audio_url] [/not-audio_url]

Duration: 31:36
Ben Allen and Alan Higgins discuss why the US economy remains so resilient, the differences between owning a fund and owning gilts directly, and whether or not we’ll see a market sell-off.
Need to Know - October 3, 2023 [not-audio_url] [/not-audio_url]

Duration: 38:56
Sarah Muir and Alan Higgins discuss the latest data, why Gilts are CGT exempt and thoughts on Dumb Money, the new film chronicling Gamestop and the meme stock frenzy of 2021.
Need to Know - September 26, 2023 [not-audio_url] [/not-audio_url]

Duration: 35:27
Is Michael Burry using the 2008 playbook to dictate his most recent ‘big short’? Alan Higgins and Sarah Muir look at three aspects of the Global Financial Crisis and if there any parallels that can be drawn with today’s…
Need to Know - September 19, 2023 [not-audio_url] [/not-audio_url]

Duration: 30:13
Thoughts on inflation in the US vs Europe and the UK, what’s behind this year’s drop in share buybacks and lessons learnt from the dot com bubble.
Need to Know - September 12, 2023 [not-audio_url] [/not-audio_url]

Duration: 31:05
Alan Higgins and Sarah Muir look at this week’s data, including UK employment. Plus why is the price of oil rising and what can we learn from the big crash of 1987?
Need to Know - September 5, 2023 [not-audio_url] [/not-audio_url]

Duration: 34:27
Thoughts on the latest US jobs report and whether the Fed can engineer a soft landing. As National Savings announces a one-year bond offering 6.2%, equities in a higher interest rate environment. And last but not least,…
Need to Know - August 30, 2023 [not-audio_url] [/not-audio_url]

Duration: 28:04
This week the latest on the Magnificent 7 and why earnings are ‘ the truth’. Is an increase in put options a bearish indicator for markets and with an increase in availability of lab-grown gems, are natural diamonds a go…