Need to Know - September 19, 2023

Need to Know - September 19, 2023

Author: Coutts September 19, 2023 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.


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 - 18 July, Track & Yield [not-audio_url] [/not-audio_url]

Duration: 36:21
As sports fans turn their attention to Paris and the Olympic Games, Sarah Muir and David Broomfield consider how much this global sporting event might impact the host city's economy. Does success in the medals table tran…
Need to Know - 11 July, Style Counsel [not-audio_url] [/not-audio_url]

Duration: 38:16
Sarah Muir is joined by David Broomfield and Howard Sparks for a look at investing styles. Buying cheap, good or trending stocks can be tricky but does one investing style outperform the others?
Need to Know - 05 July, Poll Position [not-audio_url] [/not-audio_url]

Duration: 10:44
Sarah Muir is joined by David Broomfield and Coutts CIO Fahad Kamal for a look at Thursday's election result. What does a Labour government mean for markets and how might it influence our approach to investing? For more…
Need to Know - 26 June, Industrial Policy [not-audio_url] [/not-audio_url]

Duration: 35:43
Sarah Muir and David Broomfield look at how an increase in state intervention in economies might impact markets.
Need to Know - 13 June, What Matters for Markets? [not-audio_url] [/not-audio_url]

Duration: 31:53
Sarah Muir and David Broomfield look at the impact of elections on market returns and why where we are in the business cycle is often more important for investors than who wins at the polls.
Need to Know - 04 June, Passion Investing [not-audio_url] [/not-audio_url]

Duration: 53:23
For a special extended episode of Need to Know, Sarah Muir met up with Simon Kidston, founder of Kidston, to discuss the pros and cons of investing in classic cars.
Need to Know - 22 May, Prime Time [not-audio_url] [/not-audio_url]

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 Pr…
Need To Know - 18 April 2024, The Midas touch? [not-audio_url] [/not-audio_url]

Duration: 41:57
Sarah Muir and David Broomfield are joined by Coutts Investment Strategist Joe Aylott for a look at gold - from its history as a store of value to what’s behind the current price spike.
Need To Know - 12 April, 2024 – Liquid assets? [not-audio_url] [/not-audio_url]

Duration: 51:43
Sarah Muir and David Broomfield are joined by top sommelier Tim Ellison for a deep dive into the world of investing in wine. They discuss how the great vintages fare against other alternative assets and current market tr…