Just Williams Williams Investment Management

Welcome back to the Just Williams, your perfectly formed snapshot of what is going down in the world of investment.
This week, regulars John Newsome and Duncan Williams give you their predictions for interest movement of the remainder of the year, and why it could be more modest than anticipated. They take a look at how they think AI will impact the employment market and why Gold has had a bit of a bounce.
That still leaves them plenty of time to examine what happens when a regulated business like Thames Water hits the skids, and the backlash against BlackRock over its investments in sustainability.

Regular hosts Duncan Williams and John Newsome are back for another slice of financial news and market update.
Starting with an update of global inflation and monetary policy, they turn next to one key aspect of the recent budget, and offer their thoughts on the new ‘British’ ISA.
After that they look to the investment markets, and ponder three examples of large companies facing some challenging circumstances, before finishing off with a checklist of ‘things to do’ before the end of the tax year.

Regulars Duncan Williams & John Newsome have plenty to get stuck into in this latest edition of the Just Williams podcast, which proves to be a bit globe-trotty in nature.
So after updating you on Inflation & Interest Rates the boys turn their attention to the US to speculate on the current situation post Super-Tuesday, and what another dose of the Donald might mean for global financials.
Next stop some thoughts on the Government forecasts coming out of China, followed by an update on the situation in Japan and finally back home (via a brief layover in German) to talk about the budget.

Join the Just Williams management team of Duncan Williams and John Newsome as they take you on your fortnightly foray into the world of Global Finance and the Investment Markets.
After the usual update on inflation and interest rates they turn their attention to a recent development in the Japanese stock market that has been thirty-four years in the making. They also look at a new report that lays bare the amount of pensionable income the average couple will require in the future, and the predictions may well come as a surprise.
Finally a reminder to ensure you use your Capital Gains allowances if they are applicable to you, because they may not always be there in the future.

Duncan and John kick off this episode with a deeper dive into inflation, in particular a problem they have been talking about for quite a while now namely the structural inflation that seems to be hanging around despite all efforts to shift it. Now of course you can take a view on how well this has been managed globally, and as you would expect they do.


After a check-in on the situation in the Suez, the Williams boys move onto the conundrum that is the transition away from fossil fuels, and the reason why they think it appears that it hasn’t been that well thought though.


Finally they touch on equity release schemes and end of year tax prep.

Look at us go, sticking to our resolution and bringing you a new episode at the time we promised.
And what’s more a bit of a departure from the norm, after a quick update on the global financial situation we jump head first into an example of how we work we review a portfolio.
So if you have ever been intrigued about our methodology then today’s podcast is very much for you, and remember if you want a second opinion on your investments then give us a call.