Time in the Market

In the latest Ben Squared podcast the resident pair briefly discuss UK Local Election outcomes before pivoting to the far meatier topic of US jobs, economic resilience and a ‘ripping’ AI trade. This podcast was recorded on 11th May 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 pair discuss the troubling developments in the Middle East. Specifically, the conversation focuses on both the direct and indirect fragmentation of supply chains, threatening further (and more persistent) inflationary pressure. Also on the agenda is the stunning form of AI related stocks, as well as US Federal Reserve personnel matters and Bank of England communication efforts. This podcast was recorded on 5th May 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 our resident pair again discuss the developments in the Middle East, particularly as it relates to investments, focusing on the disparity between what appears a more sanguine view of the equity market versus a more cautious take from the bond market. Also on the agenda is the changing of the guard at the US Federal Reserve and what the next remine may look like, along with some thoughts on interest rate policy in a busy week for the major central banks. Finally, we also offer some brief commentary on the growing appeal of, and growing calls for, nuclear energy. This podcast was recorded on 28th April 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 conversation remains largely centered upon Middle East developments, with particular attention paid to the rapid change in sentiment and heightened confusion regarding the state of ‘openness’ of the Strait of Hormuz. Rather than attempt to iron out all the creases, however, the pair discuss how investment strategy can best manage this confusion, and what elements of proceedings/the data to focus upon. Time is also taken to review the latest jobs and inflation data in both the UK and US, as well as central bank communications, to determine what this may mean for the respective path for interest rates. This podcast was recorded on 21st April 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 a returning favourite to the podcast, Ashley Oerth – a treasured Invesco Global Market Strategist. Once again Ashley delivers a fine performance, discussing Artificial Intelligence in both an erudite and accessible manner. The conversation covers lots of ground, including a comparison of AI development and adoption versus history, thoughts on the relentless pace of AI Capex and whether the Citrini paper and surrounding SaaSpocalypse fear had merit. Of course, in keeping with the Podcast’s core ambitions, we also quiz Ashley on her AI investment strategy, addressing US concentration risks and global opportunities. Another really engaging conversation from this prestigious Invesco talent.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 13th April 2026Hosted on Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast our resident pairing again discuss the developments in the Middle East and the impact upon investment strategy. No doubt the news flow is volatile and erratic but, on balance, the duo gently lean into what ‘could be’ an improving situation. The conversation also reflects on the early signals from earnings season and the latest inflation data, whilst also debating the potential relevance of this data in the face of the Middle East conflict. This podcast was recorded on 14th April 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 our resident pairing discuss the prospect for stock markets in a perilous moment for US and Iranian negotiations. The conversation focuses on whether gains can be made even in the absence of a formal and clear de-escalation, though some time is made for a ‘modest’ good news story amidst UK economic fret. This podcast was recorded on 7th April 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 our resident expert guest, Ben Jones (Invesco Global Head of Research) has to deal with a panic-stricken host who is minded to liquidate his entire portfolio – selling equities, bonds and gold…. The lot! How will our guest respond? This podcast was recorded on 31st 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 potential ‘high level’ scenarios for how the Middle East conflict may unfold, accompanied by probabilities, market predictions, and a whole heap of caveats and disclaimers. This scenario analysis is then discussed in the context of longer-term investment strategy, and the impact that has (or hasn’t) had. Finally, some time is dedicated to the UK mortgage market which is moving at quite a pace and presenting an increasing threat to the UK economy. This podcast was recorded on 24th 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 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.

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.

In the latest Ben Squared podcast, and following a 2 minute ‘praise shower’ following Ben Jones ‘Promo’, the pair eventually settle into a broad conversation on recent market news flow. Kicking off with Friday’s sell off and US/China tariff news, the duo then pivot to the ongoing US Shutdown, speculating how the politics may unfold before reviewing the impact upon data delivery and the potential consequences for the Fed. The conversation then turns to gold and its unrelenting march higher, before naturally moving onto digital gold i.e. crypto. The conversation concludes with some brief insight into the latest on Japanese politics and the market reaction. This podcast was recorded on 13th 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 review whether it is still appropriate to largely ‘ignore’ the US Government Shutdown, at least from an investment perspective. From there the duo ponder how the US Federal Reserve is managing in the absence of some important data the government would ordinarily provide, particularly at a moment when decision making is so finely balanced. The discussion then pivots to Japan where political developments appear to be having a material impact on markets, before a broad discussion general market strength. Finally, the Bens discuss what risks are lurking to undermine this period of (phenomenal) appreciation from capital markets. This podcast was recorded on 6th 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 review another positive quarter for stock markets, drawing on some remarkable similarities between capital market performance and that of the respective Ryder Cup teams this weekend past. The discussion then turns to the prospect of a US government shutdown and the degree of market relevance (if any) before rounding out with a review of gold in what has been a remarkable year for the yellow metal. This podcast was recorded on 30th September 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 Ashley Oerth, an Invesco Global Market Strategist and highly experienced Digital Asset analyst. In a highly informative and engaging discussion on this extremely topical area, the conversation offers something for everyone with interest in this field. Ashley begins by sharing an explanations/reminder of what the blockchain is and how it is linked to crypto currencies, before offering more detail on the differences, opportunities and risks between each ‘crypto’. We then pivot to stablecoin for a further introductory session on how it is structured and its features, before going into more detail on how stablecoin might continue to grow and whether they pose any level of threat to the financial system. A wonderful way to be both introduced to this topic and enjoy some deeper learning.This podcast is for UK Professional Investors Only. Capital at Risk.This podcast was recorded on 23rd September 2025Hosted on Ausha. See ausha.co/privacy-policy for more information.

In Invesco’s latest Ben Squared podcast our resident pair discuss the outcome of the latest US Federal Reserve meeting, focusing on their change in policy guidance and economic forecasts. The conversation then returns to the topic of Fed independence before concluding with some thoughts on market strength and analogies with history. This podcast was recorded on 23rd September 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 Invesco’s latest Ben Squared podcast our resident pair discuss expectations for a busy week for Central Banks. In focus is the US Federal Reserve, reviewing who may be in attendance, how they may vote and what guidance we can expect for the future of interest rate policy. Dissention from our guests and Fed Board members is to be expected! This podcast was recorded on 15th September 2025.  *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returnsHosted on Ausha. See ausha.co/privacy-policy for more information.

In Invesco’s latest Ben Squared podcast our resident pair discuss the latest US Jobs Report and whether it is nail in the coffin of our ‘No US rate cuts in 2025’ call? The conversation also reviews the health of the US jobs market and consumption prospects, as well as inflationary dynamics, setting us up for a debate about the path of US interest rates in the coming months and quarters. The conversation then pivots to the equity market, offering insight on why stocks have generally maintained decent upward momentum, before a brief review of investment strategy and fund flows.  The conversation concludes with some glancing (but still informative) commentary on French political developments and whether this presents a systemic threat to broader capital markets. This podcast was recorded on 9th September 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 ongoing travails at the Federal Reserve and the degree to which this story may yet impact capital markets. The focus of the conversation, however, resides in the dollar debate. The cautious view on the greenback, held by our resident guest, is challenged, with US economic resilience and European/UK economic and political uncertainty at the core of the counterview. This podcast was recorded on 2nd September 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 outcome of the recent Jackson Hole Central Bank Symposium with the star turn from Fed Chair, Jay Powell, the focus. In the debate we reflect on the dovish interpretation from the market whilst offering our own independent assessment of the speech. The discussion then moves on to cover the recent drama between FOMC Board (and Interest Rate Voting) Member, Lisa Cook, and President Trump. Here we look to determine the degree to which this issue may complicate the path for interest rate policy, both in the near term and in the future. The interest rate debate concludes with some analysis on the market’s take for rate cuts over the next 12 months. The podcast finishes with a review of investment strategy, not least given what a big week it is for US Mega Cap Tech earnings releases. This podcast was recorded on 26th August 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 ‘noise’ surrounding Fed Chair nominees and what useful (if any) market signals lie within. This topic offers a neat segway into an inflation debate before rounding out on ‘central bank matters’ with some anticipatory thoughts on the Jackson Hole Symposium. The podcast concludes with a review of investment strategy. This podcast was recorded on 20th August 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 take a pivot away from an exclusive investment conversation and, instead, turn to a crucial soft skill, Critical Thinking. To help explore this important topic we are privileged to host Dr Pippa Grange, a lauded applied psychologist and author, and former Head of People and Team Development at The Football Association. The conversation is truly fascinating, delivered by a genuine expert, covering the importance of critical thinking, sharing real life examples (such as with the England Football Team) and offering practical advice on how to develop and apply these skills.This podcast is for UK Professional Investors Only. Capital at Risk.Invest in your most valuable asset. Yourself. Explore CPD-accredited learning hub, Invesco Intelligence Plus, combining the investment, business and soft-skill training you need to get the best return. Watch Dr Pippa Grange’s module, the art of critical thinking, here.This podcast was recorded on 21st November 2024.Hosted on Ausha. See ausha.co/privacy-policy for more information.

In the latest Ben Squared podcast the resident pairing pivot to a more focused conversation on the UK. Up for debate is the interest rate outlook and the relatively even split at the Bank of England, as well as some broad commentary about the backdrop for inflation and health of the labour market.  The conversation concludes with some comments on how these views are reflected in our investment strategy when looking at stock, bond and currency markets.This podcast was recorded on 11 August 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 original duo is back in control, reviewing what has been a remarkable week for economic data and ‘events’. The focus is the US jobs report and consequences for Fed policy, though some time is taken to review the live debate over ‘data quality’ and ‘personnel’ within this realm. The conversation concludes with a look at earnings and impact (or not) of tariffs.This podcast was recorded on 5 August 2025. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returnsHosted on Ausha. See ausha.co/privacy-policy for more information.