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.

In the latest Ben Squared podcast the resident pairing are joined by a very special guest, namely Graham Hook, Invesco’s Head of UK Government Relations and Public Policy and former special adviser to a previous Government. The conversation covers expectations for the imminent UK Budget, looking at both ‘likely’ policy outcomes and potential investment consequences. This podcast was recorded on 24th 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.

In the latest episode of our award-winning podcast series we are thrilled to host Dhaval Joshi, the Chief Editor of BCA Research’s Counterpoint Strategy Service. This novel publication takes a fresh and innovative approach to Asset Allocation and Investment Strategy, though the conclusions are grounded in some very simple logic and makes for some very convincing reading. We talked to Dhaval about his approach and how this is shaping his current thoughts on broad Asset Allocation, before getting into specific topics such as the potential AI bubble, the bond market, gold and UK equities. A really fascinating and thought-provoking interview – thank you Dhaval and BCA Research. This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 17th November 2025. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast the resident pairing discuss the “hokey cokey” in Westminster, whether the stock market’s recent form has really been as weak it ‘feels’ and then what steer we should take from material ‘Bitcoin’ weakness. The conversation concludes with thoughts on what the end to the US shutdown means from an economic perspective but also, and arguably more importantly, in relation to the slew of data investors and Central Banks will now have to chew on. This podcast was recorded on 18th 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.

In the latest Ben Squared podcast the resident pairing discuss the fear of ‘bubbles’ and ‘bubbles bursting’, in light of recent market weakness. The duo then move on to discuss some of the mixed data emanating from US labour markets, before concluding with some investment takeaways from last week’s ‘Budget guidance’ speech from our Chancellor. This podcast was recorded on 10th 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.

In the latest Ben Squared podcast the resident guest (Ben Jones) joins from his NYC office quarters, as he and resident host (Ben Gutteridge) discuss the latest Fed Policy moves and communications, the stablisation in the dollar and Earnings Season thus far. This podcast was recorded on 3rd 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.

In the latest episode of our award-winning podcast series we are thrilled to host Michael Oliveros, Invesco’s Head of Global Smaller Companies. In a wide ranging discussion the pair debate the appeal of, and the common arguments against, Global Smaller Companies. The conversation is both macro  in nature, touching on economic conditions and valuations, but also opportunistic, with a heavy dose of sector, regional and thematic opportunities discussed. There is also an entertaining opening, as we learn more about the history of our guest, and the formulation of his investment approach. This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 24th October 2025. Hosted on Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast, the resident pairing discuss the return to form for stock markets and the part US Trade Policy, Earnings Season and inflation data have played. The conversation then covers the latest expectations for the Federal Reserve and the potential impact on, what is starting to look like, a ‘stale’ dollar-bearish call. The conversation concludes with some comment on gold after last week’s reversal. This podcast was recorded on 27th October 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 latest tremors hitting markets, specifically the noise surrounding US Regional Bank fragility. In addition, the conversation covers the latest US earnings releases and what read they offer on the health of the US economy, before a fleeting comment on the (lack of) progress toward ending the US government shutdown. The conversation concludes with comment on recent UK data releases, and how this may influence interest rate policy. This podcast was recorded on 20th October 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.