Need to Know - May 4, 2023

Need to Know - May 4, 2023

Author: Coutts May 5, 2023 Duration: 19:00

US regional banks continue to come under pressure, Wednesday’s Fed rate hike and whether this could be the last hike for the year. Plus what a weaker US dollar tells us about the outlook for markets.


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 - 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.
Need to Know - January 11, 2024 - Tales from the crypto [not-audio_url] [/not-audio_url]

Duration: 38:15
This week, Sarah Muir and Alan Higgins are joined by James Butterfill, Head of Research at CoinShares for thoughts on the SEC’s recent approval of spot bitcoin ETFs and the pros and cons of blockchain technology. Plus wi…
Need to Know - January 3, 2024 - Bears vs bulls [not-audio_url] [/not-audio_url]

Duration: 38:27
For the first NTK of 2024 Sarah Muir and Alan Higgins go through the new year forecasts in search of optimistic outlooks. Are investors more easily seduced by pessimistic prognostications?
Need to Know - December 19, 2023 - That was the year that was… [not-audio_url] [/not-audio_url]

Duration: 37:23
For the final NTK of the year, Sarah Muir and Alan Higgins discuss the US Federal Reserve’s extraordinary pivot. Plus we look at NTK’s report card - when our contrarian instincts proved to be correct as well as lessons l…
Need to Know - December 7, 2023 - Buy the dip? [not-audio_url] [/not-audio_url]

Duration: 42:28
This week Sarah Muir and Alan Higgins are joined by Coutts Head of Multi Asset Portfolio Management, Monique Wong to discuss what investors should do during market corrections. Plus lessons learned from David Swensen.
Need to Know - November 28, 2023 - Gilt complex [not-audio_url] [/not-audio_url]

Duration: 31:43
Sarah Muir and Alan Higgins question the data on index linked government bonds. Japanese equities – why ‘boring’ is sometimes better. Plus in homage to Byron Wien, Alan suggests a possible surprise for 2024.
Need to Know - November 21, 2023 [not-audio_url] [/not-audio_url]

Duration: 35:31
Sarah Muir and Alan Higgins are joined by Coutts UK equity expert Richard Way for a look at why UK equities are unloved – is it simply a case of the Famous Five losing out to the Magnificent 7? Plus you may not believe i…
Need to Know - November 14, 2023 [not-audio_url] [/not-audio_url]

Duration: 33:48
Sarah Muir and Alan Higgins discuss Swiftonomics – can Taylor Swift really drive GDP? UBS CoCo bonds and investors with short memories. Plus factor investing – which is better, momentum or quality?
Need to Know - November 7, 2023 [not-audio_url] [/not-audio_url]

Duration: 34:08
Sarah Muir and Alan Higgins take a look at the reliability of contrarian signals and revisit the case for active management vs passive management. Plus the outlook for bonds when debt issuance is high and the economy rem…