Need to Know Investment Podcast

In yet another big week for markets, Sarah Muir and David Broomfield consider current volatility. How much is down to sentiment and how much is due to hard data? And as Germany announces its biggest fiscal package since reunification, can releasing the debt brake jump start Germany's stagnating economic growth? Plus, how activist investors are positively influencing the outlook for Japanese equities.

March may only be a week old but there are plenty of topics to discuss in this week's episode. Sarah Muir and David Broomfield discuss the announcement of the US Crypto Reserve and what it means for the asset class as a whole. Plus what's behind recent growth jitters, and sticky inflation and the pathway for interest rate cuts.This week's quick fire numbers are 500 and 3.

This week Sarah Muir and David Broomfield head over the Europe. What's behind the recent strong performance of European equities and how sustainable is it? And as coalition negotiations commence, what does the future hold for the region's main economic motor, Germany?This week's quick fire numbers are 50,000 km and 105 billion.

As President Trump marks his first month back in the White House, Sarah Muir and David Broomfield look at how rising geopolitical tensions combined with announcements on tariffs and deregulation have impacted markets. What does an unpredictable policy environment mean for investors over the short and medium. term?This week's quick fire numbers are 98% and £46.1 millionRead David's latest article on Trump here.

Sarah Muir and David Broomfield are joined by US equity expert Howard Sparks for a look at interactive entertainment. With the number of gamers growing every day, it's an industry that commands attention from investors. But it's also an industry that faces challenges and opportunities presented by AI and tariffs. In this episode we explore what investors need to know about interactive entertainment.This week's quick fire numbers are 2.6 billion, 500,000 and 19,000.

Sarah Muir is joined by Coutts Real Estate Director, Kitty O'Shea for a look at the London property market. How have plans to abolish non-domicile tax status impacted super prime property prices and which postcodes are proving the most attractive for the capital's house hunters? Check out Coutts London Prime Property Index for everything you need to know.

Sarah Muir and David Broomfield consider the broader impacts of the AI advances announced by DeepSeek. Is this all bad news for US tech giants or could it result in a broadening out of the AI revolution? Plus, a week on from the inauguration of President Trump, are we seeing talk of tariffs and energy deregulation having an impact on markets? This week's quick fire numbers are 560 billion and 200.

Sarah Muir and David Broomfield consider equity-bond correlation. Why do these normally inversely correlated assets sometimes move in lock step and what does that mean for the future of the 60:40 portfolio?

Sarah Muir and David Broomfield look at the recent rout in bond markets. What's driving the global trend in rising yields? Why is term premia so important and what impact do rising yields have on the attractiveness of other asset classes? This week's quick fire numbers are 10%V and 1.3 million.

For the first episode of 2025 join Sarah Muir and David Broomfield as they delve into the key factors poised to influence global markets this year. Explore the evolving AI narrative, the shifting dynamics of the Chinese economy and the potential economic ramifications of the new US president's policies. Listen for expert insights and strategic analysis to stay ahead in an ever-changing financial landscape.