Claim OwnershipTime in the Market
Subscribed: 13Played: 193
Subscribe
© Invesco UK
Description
For investment professionals in the UK only.
Each month join host Ben Gutteridge, a Director of Multi-Asset Strategies at Invesco, for an insightful and often humorous conversation into the (sometimes baffling) world of investing. In each episode, Ben interviews a high-profile guest from within the financial services industry, seeking to uncover leading investment insights in a clear and accessible fashion.
The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.
Views and opinions are based on current market conditions and are subject to change.
This podcast is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment or investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.
Issued by Invesco Asset Management Limited. Authorised and regulated by the Financial Conduct Authority.
Hosted on Ausha. See ausha.co/privacy-policy for more information.
151 Episodes
Reverse
In the latest Ben Squared podcast the resident pairing discuss the latest, investment relevant developments in the Middle East, and the impact upon investment strategy. The duo also reflect on a busy week ahead for Central Banks, anticipating interest rate decisions and communications, but also speculating how policy may evolve as we move through the year. This podcast was recorded on 16th March 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest episode of our award-winning series we are thrilled to welcome one of UK Wealth Management’s most lauded investment thinkers and strategists, Guy Foster, Chief Strategist at RBC Brewin Dolphin. The conversation begins with a review of the host’s and Guy’s overlapping working history, before a quick pivot to how Guy is approaching and managing the current geopolitical stress within his own investment strategy. As one might expect, some time is taken over this difficult and challenging task, but there is still room in the second half of the conversation to learn some of Guy’s more considered thoughts to approaching investment. The impact of passive investing, the rise of a more aggressive retail investor and an observation for active managers features…and more. A thoroughly engaging and thought-provoking conversation, of use for both immediate and future obstacles confronting investors.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 12th March 2026Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared podcast the resident pairing discuss the market’s increasing perception of a more drawn out conflict in the Middle East. What does this mean for the rotation trade, what does this mean for inflation and is the bond market reaction fair? This podcast was recorded on 9th March 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared podcast the resident pairing discuss the dramatic developments in the Middle East, covering the market reaction across the major asset classes, the considered potential scenarios, and the overall impact upon investment strategy. This podcast was recorded on 2nd March 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared podcast the resident pairing discuss the dramatic developments in US Trade policy, analysing both the SCOTUS ruling and the (more complex) POTUS response. Of course, as always, our focus is on the potential, and enduring, investment consequences. From there the conversation pivots to the ongoing rout in the Software segment of the US stock market, and whether an opportunity is emerging. To conclude the duo reflect on the recent UK data, and to the extent this might illicit a more dovish position from the Bank of England. This podcast was recorded on 24th February 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest episode of our award-winning series we are thrilled to welcome one of Invesco’s most respected Fixed Income Fund Managers, Tom Hemmant, to the podcast. With a focus on the UK, the conversation covers the prospects for the economy, public finances, interest rate policy and, ultimately, the gilt market. Much of the conversation, however, is dedicated to the condition and health of the Sterling Investment Grade bond market, debating the value within the asset class at large, before taking a deeper dive into the Financials, Utilities and Real Estate sectors. Another really insightful conversation on this highly relevant and important segment of capital markets, and from a genuine investment expert.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 17th February 2026Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared podcast the resident pairing discuss arguably the three most important macro drivers of capital markets, US Inflation, US Jobs and Artificial Intelligence. Specifically the conversation reflects on the recent data and why inflation data is printing a little more benign and the jobs data is a little more perky. The conversation then transitions to the topic of AI and how supportive, or perhaps threatening, this theme is to the labour market health. As is often the case, we conclude with comments on how the topics discussed are shaping our investment strategy.This podcast was recorded on 16th February 2026. *This podcast is for UK Professional Clients Only. Capital at Risk.Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared podcast the resident pairing discuss the dramatic domestic political news flow alongside the relative calm we have seen in currency and bond markets. In addition, the duo debate the difficult period many AI related stocks are enduring, though again note the overall resilience of broader stock market performance - the rotation trade away from the loosely defined US Technology sector continues. Time is also afforded to review the stock market and currency impact of the Japanese election outcome, heightening political pressure for the incoming Fed Chair and the Bank of England’s dovish turn.This podcast was recorded on 9th February 2026.This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared podcast the resident pairing discuss the dramatic moves we are seeing both from an asset class level and beneath the surface. We also offer comment on the official nomination for Federal Reserve Chair, Kevin Warsh, and the degree to which his reputation as a ‘hawk’ will prove justified. This podcast was recorded on 2nd February 2026. This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest episode of our award-winning series we are thrilled to welcome Invesco’s David Aujla back to the Podcast. David manages the Multi Asset Fund range at Invesco as well as the Model Portfolio Services. Within another engaging and entertaining conversation, David tackles the important high-level questions, including his asset allocation preferences, his regional preferences and his management of Geopolitical news flow. In addition, we also learn some very interesting insights on David’s implementation strategy, where he is seeking to find incremental returns for clients, both tactically and structurally.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 26th January 2026Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared podcast the resident pairing discuss the sensational form of both equity markets and precious metals, discussing what conviction remains to continue backing these assets and what risks are lurking… or even building? We also offer comment on the evolving expectations for the new US Federal Reserve Chair. This podcast was recorded on 27th January 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared podcast the resident pairing discuss the impact of President Trump’s pursuit of Greenland, on both current market form and longer-term investment strategy. This podcast was recorded on 19th January 2026. This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In arguably the busiest Ben Squared podcast to date the pair cover off the drama surrounding the (current) Fed Chair, the US Jobs Report, the health of the US economy, Trump’s call for capping credit card lending rates, the start of US earnings season, speculation over the sovereignty of Greenland, the Iranian uprising, European fiscal stimulus and broad investment strategy… phew! This podcast was recorded on 13th January 2026. This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the first Ben Squared podcast of 2026, the resident pairing discuss the market impact of the startling US military operations in Venezuela, ‘our’ out of consensus call for lower US unemployment in 2026, and the great momentum UK stocks are currently enjoying. This podcast was recorded on 6th January 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared Podcast the resident pairing discuss review the major 2025 investment calls from the podcast, primarily as a means to entertain - and either celebrate or chastise our expert guest, Ben Jones - but also as a platform to debate which calls will remain and which will be abandoned in 2026. This podcast was recorded on 22nd December 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest episode of our award-winning series we are thrilled to welcome Brian Levitt, Invesco’s Chief Global Market Strategist, to the Podcast. Though all too ready to discuss global matters, given Brian’s locale (NYC), we take the opportunity to really lean into the US story. Up for debate are the economics, the politics and monetary policy in the region, however, the focus, as always, is the investment case. Time is spent on the prospect of an AI bubble, of Goldilocks, on Growth Vs Value on Large Vs Small and on sector preferences. The conversation is conducted at a very nice pace with Brian performing in his usual high energy and erudite manner.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 12th December 2025.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared Podcast the resident pairing discuss the market outlook for 2026. Can “In the latest Ben Squared Podcast the resident pairing discuss another lively week for stock markets as AI shares take centre stage, once again, for good (and some less good) reason. We also cover the Fed’s interest rate decision last week and the recurring dissent from within that cohort. Finally, we pivot to expectations for a busy week for central bank policy decisions and accompanying guidance. This podcast was recorded on 15th December 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In the latest Ben Squared Podcast the resident pairing discuss the market outlook for 2026. Can equities continue to perform, and which markets might perform the best? Is there an AI bubble and is it set to burst? What about recessionary threats and central policy choices that lay ahead? Finally, which currencies and bond markets look the most (and least) appealing? This podcast was recorded on 8th December 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
In this latest weekly Ben Squared Podcast the pairing return to the usual course of business, discussing recent market form, central bank policy expectations and broad investment strategy. The conversation concludes, however, with an informed argument/tirade/rant from resident expert, Ben Jones, on the frustrations regarding UK savers’ high allocations to cash. This podcast was recorded on 3rd December 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
As promised, the latest Ben Squared podcast sees the resident pairing, plus Graham Hook, Invesco’s Head of UK Government Relations and Public Policy, offer an immediate review of this week’s Budget. The thrust of the conversation is to review the political and economic consequences of the Budget, as well as to discuss and impact on investment strategy. This podcast was recorded on 27th November 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
Comments
Download from Google Play
Download from App Store
United States