Time in the Market

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 by Ausha. See ausha.co/privacy-policy for more information.

Description

For investment professionals in the UK only.

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.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

107 episodes

Ben Squared: 9th July: A UK Political Update with Graham Hook
In the latest Ben Squared podcast we welcome a returning guest to the studio, in the form of Graham Hook – Invesco’s Head of UK Government Affairs. As (likely) anticipated, the conversation focuses on the drama of recent policy U-turns by the government and the potential fiscal and economic consequences. Time is made, however, to discuss wider policy decisions and intentions, as well as the health of both the Conservative and Reform parties. This podcast was recorded on 8th July 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.” Hosted by Ausha. See ausha.co/privacy-policy for more information.
40min | Published on July 9, 2025
Episode 29 – Geopolitics & Investment with Marko Papic
In the latest episode of our award-winning podcast series we are privileged to host Marko Papic, lauded Geopolitical Investment Strategist, author, media star and author. In a fast-paced, insightful and highly entertaining conversation we discuss how US politics, fiscal and monetary policy are shaping Marko’s view on the equity, bond and currency markets – with a particular focus on the dollar. Thoughts and investment insights on the Middle East and Russia/Ukraine crisis also feature. A really enjoyable and informative conversation running slightly longer than our usual form – but we felt we could not waste the opportunity! This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 1st July 2025 Hosted by Ausha. See ausha.co/privacy-policy for more information.
1h02 | Published on July 8, 2025
Ben Squared: 1st July: Market Strength and German progress
In the latest Ben Squared podcast we begin by discussing the ‘investment learnings’ from the recent Middle East flare up. We then pivot to a review of the driving forces behind global stock market strength, with many international indices approaching and/or attaining all-time highs. The conversation then concludes with some analysis of the recent German budget and NATO summit, picking out the most market relevant elements. This podcast was recorded on 30th June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.” Hosted by Ausha. See ausha.co/privacy-policy for more information.
21min | Published on July 1, 2025
Episode 28 – Global Equities with Invesco’s Stephen Anness
In the latest episode of our award-winning podcast series we take the opportunity to discuss the risks and opportunities that present within the global equity universe. In a blended macro and micro conversation, we begin by reviewing the impact of US Trade Policy, European/German Fiscal and recessionary threats on Stephen’s investment strategy. We then flip to a sector and stock specific debate, covering Financials, Healthcare and the Energy sector. And no conversation with Invesco’s Global Equity would be complete without a review of 3i and Broadcom – so we sneak that in there too. A really enjoyable and informative 40 minutes covering a huge amount of ground. This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 23rd June 2025. Hosted by Ausha. See ausha.co/privacy-policy for more information.
47min | Published on June 26, 2025
Ben Squared: 24th June: Oil, Equities, Central Banks and Gold
In the latest Ben Squared podcast we discuss the troubling developments in the Middle East, focusing on the consequences for the oil price and global equities. We then reflect upon last week’s policy choices and communications from the US Federal Reserve and Bank of England, before concluding with some comment on gold. This podcast was recorded on 23rd June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted by Ausha. See ausha.co/privacy-policy for more information.
28min | Published on June 24, 2025
Ben Squared: 17th June: Geopolitics and the Market Reaction
In the latest Ben Squared podcast we briefly discuss developments in the Middle East before focusing on both the typical and atypical market reactions. In the final segment of the podcast we look ahead to a host of Central Bank meetings this week, reflecting upon how recent data may impact decision making for the remainder of the year. This podcast was recorded on 16th June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.” Hosted by Ausha. See ausha.co/privacy-policy for more information.
32min | Published on June 17, 2025
Ben Squared: 11th June: Mid-Year Review and Outlook
In the latest Ben Squared podcast we discuss the major investment themes/calls of the year and whether they still hold, chiefly Equities over Bonds, International Equities over US Equities, dollar bearishness, gold bullishness and zero rate cuts from the Fed (in 2025). This podcast was recorded on 10th June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted by Ausha. See ausha.co/privacy-policy for more information.
32min | Published on June 11, 2025
Ben Squared: 3rd June 2025: Trade Policy, Fiscal Dynamics and Trade
In the latest Ben Squared podcast we begin by reviewing recent developments in US Trade Policy as US courts make a remarkable intervention. From there we move on to the latest updates on the One Big Beautiful Bill, and potential consequences for US debt and monetary policy. We also take some time to review the policy dynamics between President Trump and the Fed Chair before concluding with a reminder of current investment strategy. This podcast was recorded on 2nd June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted by Ausha. See ausha.co/privacy-policy for more information.
19min | Published on June 3, 2025
Ben Squared: 28th May 2025: Equities, Treasuries and the Bank of England
In the latest Ben Squared podcast we begin by reviewing recent developments in US Trade Policy as a familiar approach is undertaken with the EU. From there we pivot to the bond market where a more expansive US fiscal agenda seems to be meeting the ire of Treasury holders. This podcast was recorded on 27th May 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted by Ausha. See ausha.co/privacy-policy for more information.
21min | Published on May 28, 2025
Ben Squared: 20th May 2025: Equities, Treasuries and the Bank of England
In the latest Ben Squared podcast we begin by reviewing the recent stock market strength, primarily in the context of evolving US trade policy, before pivoting to a potentially more worrying backdrop for US Treasuries. To finish we debate the Bank of England’s interest rate strategy considering the strengths and weaknesses within the UK labour market. This podcast was recorded on 19th May 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns Hosted by Ausha. See ausha.co/privacy-policy for more information.
25min | Published on May 20, 2025

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Description

For investment professionals in the UK only.

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.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

Description

For investment professionals in the UK only.

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.

Hosted by Ausha. See ausha.co/privacy-policy for more information.

107 episodes

Ben Squared: 9th July: A UK Political Update with Graham Hook
In the latest Ben Squared podcast we welcome a returning guest to the studio, in the form of Graham Hook – Invesco’s Head of UK Government Affairs. As (likely) anticipated, the conversation focuses on the drama of recent policy U-turns by the government and the potential fiscal and economic consequences. Time is made, however, to discuss wider policy decisions and intentions, as well as the health of both the Conservative and Reform parties. This podcast was recorded on 8th July 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.” Hosted by Ausha. See ausha.co/privacy-policy for more information.
40min | Published on July 9, 2025
Episode 29 – Geopolitics & Investment with Marko Papic
In the latest episode of our award-winning podcast series we are privileged to host Marko Papic, lauded Geopolitical Investment Strategist, author, media star and author. In a fast-paced, insightful and highly entertaining conversation we discuss how US politics, fiscal and monetary policy are shaping Marko’s view on the equity, bond and currency markets – with a particular focus on the dollar. Thoughts and investment insights on the Middle East and Russia/Ukraine crisis also feature. A really enjoyable and informative conversation running slightly longer than our usual form – but we felt we could not waste the opportunity! This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 1st July 2025 Hosted by Ausha. See ausha.co/privacy-policy for more information.
1h02 | Published on July 8, 2025
Ben Squared: 1st July: Market Strength and German progress
In the latest Ben Squared podcast we begin by discussing the ‘investment learnings’ from the recent Middle East flare up. We then pivot to a review of the driving forces behind global stock market strength, with many international indices approaching and/or attaining all-time highs. The conversation then concludes with some analysis of the recent German budget and NATO summit, picking out the most market relevant elements. This podcast was recorded on 30th June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.” Hosted by Ausha. See ausha.co/privacy-policy for more information.
21min | Published on July 1, 2025
Episode 28 – Global Equities with Invesco’s Stephen Anness
In the latest episode of our award-winning podcast series we take the opportunity to discuss the risks and opportunities that present within the global equity universe. In a blended macro and micro conversation, we begin by reviewing the impact of US Trade Policy, European/German Fiscal and recessionary threats on Stephen’s investment strategy. We then flip to a sector and stock specific debate, covering Financials, Healthcare and the Energy sector. And no conversation with Invesco’s Global Equity would be complete without a review of 3i and Broadcom – so we sneak that in there too. A really enjoyable and informative 40 minutes covering a huge amount of ground. This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 23rd June 2025. Hosted by Ausha. See ausha.co/privacy-policy for more information.
47min | Published on June 26, 2025
Ben Squared: 24th June: Oil, Equities, Central Banks and Gold
In the latest Ben Squared podcast we discuss the troubling developments in the Middle East, focusing on the consequences for the oil price and global equities. We then reflect upon last week’s policy choices and communications from the US Federal Reserve and Bank of England, before concluding with some comment on gold. This podcast was recorded on 23rd June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted by Ausha. See ausha.co/privacy-policy for more information.
28min | Published on June 24, 2025
Ben Squared: 17th June: Geopolitics and the Market Reaction
In the latest Ben Squared podcast we briefly discuss developments in the Middle East before focusing on both the typical and atypical market reactions. In the final segment of the podcast we look ahead to a host of Central Bank meetings this week, reflecting upon how recent data may impact decision making for the remainder of the year. This podcast was recorded on 16th June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.” Hosted by Ausha. See ausha.co/privacy-policy for more information.
32min | Published on June 17, 2025
Ben Squared: 11th June: Mid-Year Review and Outlook
In the latest Ben Squared podcast we discuss the major investment themes/calls of the year and whether they still hold, chiefly Equities over Bonds, International Equities over US Equities, dollar bearishness, gold bullishness and zero rate cuts from the Fed (in 2025). This podcast was recorded on 10th June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted by Ausha. See ausha.co/privacy-policy for more information.
32min | Published on June 11, 2025
Ben Squared: 3rd June 2025: Trade Policy, Fiscal Dynamics and Trade
In the latest Ben Squared podcast we begin by reviewing recent developments in US Trade Policy as US courts make a remarkable intervention. From there we move on to the latest updates on the One Big Beautiful Bill, and potential consequences for US debt and monetary policy. We also take some time to review the policy dynamics between President Trump and the Fed Chair before concluding with a reminder of current investment strategy. This podcast was recorded on 2nd June 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted by Ausha. See ausha.co/privacy-policy for more information.
19min | Published on June 3, 2025
Ben Squared: 28th May 2025: Equities, Treasuries and the Bank of England
In the latest Ben Squared podcast we begin by reviewing recent developments in US Trade Policy as a familiar approach is undertaken with the EU. From there we pivot to the bond market where a more expansive US fiscal agenda seems to be meeting the ire of Treasury holders. This podcast was recorded on 27th May 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted by Ausha. See ausha.co/privacy-policy for more information.
21min | Published on May 28, 2025
Ben Squared: 20th May 2025: Equities, Treasuries and the Bank of England
In the latest Ben Squared podcast we begin by reviewing the recent stock market strength, primarily in the context of evolving US trade policy, before pivoting to a potentially more worrying backdrop for US Treasuries. To finish we debate the Bank of England’s interest rate strategy considering the strengths and weaknesses within the UK labour market. This podcast was recorded on 19th May 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns Hosted by Ausha. See ausha.co/privacy-policy for more information.
25min | Published on May 20, 2025

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