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.

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.

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.

In the latest episode of our award-winning podcast series we take the opportunity to revisit UK equities which may just be starting to capture the interest of both domestic and international investors. Joining the conversation and providing expert insight, we are delighted to welcome Beth Shard from Invesco’s UK equity team. In the discussion Beth is asked for her thoughts on the health of the UK economy in light of the general perception of gloom, before we pivot to the condition of the UK Stock Market and the opportunities that may present within it. Specifically, some time is taken to review the prospects for National Grid, Imperial Brands and the UK Healthcare Sector. A thoroughly enjoyable and insightful 30 minutes! This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 8th May 2025. Hosted by Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast we reflect on the promising developments unfolding in trade policy, both from the US and the rest of the world! Incorporating this progress we then review recent decisions and communications from the US Federal Reserve and the Bank of England. This podcast was recorded on 12th 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.

In the latest Ben Squared podcast we revisit the conflict between resilient hard data and despondent levels of sentiment within the economy. From there we reflect on how such challenges may shape central bank policy, before concluding with a review of our current investment strategy. This podcast was recorded on 6th 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.

In another busy Ben Squared podcast we first reflect on Trump’s ‘remarkable’ first 100 days in office, before pivoting to (what appears) a further easing in trade tensions, before revisiting the challenge to US exceptionalism. We conclude with thoughts on the conflict between resilient hard data (such as Retail Sales) and collapsing soft data (such as consumer confidence). As always, the conversation also offers insights into current investment strategy. This podcast was recorded on 29th April 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.

In this latest Ben Squared podcast, and with markets continuing to struggle, we discuss the burgeoning concerns over recessionary risks, but also the extent to which there are positive offsets (if any?). From there we pivot to the increasing pressure being placed upon the Federal Reserve, and its Chair, by the US Trump Administration to cut interest rates. We conclude by bringing both elements together and to reflect on the virtues of what many consider to be ‘safe haven’ assets, such as Treasuries, Bunds and Gold. This podcast was recorded on 22nd April 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.

In the latest episode of our award-winning podcast series we take a deeper dive into the Emerging Markets. As is usual, the primary focus is to gain a deeper understanding of economic conditions, and to review the investment opportunities and risks that currently present within the asset class. Joining to provide expert analysis, we’re delighted to welcome Chris Tennant, a highly regarded Emerging Market Fund Manager from Fidelity. More specifically on content the conversation centres upon China, however, we do leave plenty of time for thoughts on India, Brazil and Vietnam. This discussion is particularly relevant given the dramatic shifts seen in US Trade Policy of late, and the Trump Administration’s focus on ‘dealing’ with the China trade imbalance.” This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 14th April 2025. Hosted by Ausha. See ausha.co/privacy-policy for more information.

In this latest Ben Squared podcast we are compelled to continue the discussion on US Trade Policy as a gradual easing in the Trump Administration’s approach offers some relief to markets – at least in the very short-term. Of course, uncertainty remains over the final destination for tariff settings, and a discussion over recessionary threats is necessary. To conclude the conversation, a debate is had over the utility of bonds as a diversifying asset in the face of a recession, highlighting the threat of adhering to prior ‘rules of thumb’. This podcast was recorded on 15th April 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.