Is the US fiscal deficit about to balloon - and does it even matter?
The result of the recent US presidential election has given many of us plenty to ponder.This week Dave Baxter, Joseph Wilkins and David Thorpe get together to discuss what the incoming Trump administr...
5 Joulu 202420min
Budget changes to Aim markets was 'not woeful'
Unusually for the folk at City Asset Management, the team made a change to the Aim portfolios ahead of the first Budget by chancellor Rachel Reeves. In this podcast, supported by Artemis, Joseph Wilki...
28 Marras 202423min
Is there still value in US equities?
The S&P 500 has risen by 30 per cent over the past 12 months, with no event seemingly able to put a stop to this growth.On this week's podcast David Thorpe asks Cormac Weldon, manager of Artemis US Se...
21 Marras 202421min
What could a Trump presidency mean for portfolios?
This week Joseph Wilkins and Dave Baxter are joined by Stuart Clark, who runs the Quilter Wealthselect portfolios.They discuss what a Trump presidency might mean and what parallels can be drawn betwee...
14 Marras 202430min
What's the outlook for UK equities?
The outlook for the UK economy is a topic that has consumed endless column inches – particularly in the wake of last week's Budget.On this week's podcast, which is sponsored by Artemis, we are joined ...
7 Marras 202433min
How Premier Miton's new MPS head runs his portfolios
Chris Robinson joined Premier Miton over the summer to run the company's new MPS.This week he catches up with David Thorpe and Joseph Wilkins to discuss this approach to picking funds, what he looks f...
31 Loka 202419min
What to make of the China stimulus
The Chinese government's sudden U-turn on fiscal stimulus has got a lot of heads scratching recently - including among those who debate the future prospects of the country's economy.This week David Th...
24 Loka 202429min
Will cost disclosure rule changes spur interest in investment trusts?
News that the regulator will be changing cost disclosure rules has been welcomed as a lifeline by the investment trust sector.But will it be the silver bullet some claim? This week David Thorpe, Josep...
17 Loka 202419min
