need to know Podcasts

Need to Know is the weekly investment podcast exclusive for Coutts clients.

Each week we chat to senior members of Coutts Asset management team to find out what you need to know for the week ahead.

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28 November 2022

 

Anti-Covid protests in China, the EU price cap on oil and commodity prices in general, plus data-driven surges in equity markets.

 

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22 November 2022

 

Last week’s budget from an investment perspective, bonds, and the amazing resilience of UK large cap equities.

 

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14 November 2022

 

Market reaction to last week’s better-than-expected US CPI, cryptos in crisis and what to expect from this week’s budget.

 

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7 November 2022

 

Thoughts on a surprisingly frank Andrew Bailey. Plus, what Tuesday’s US midterm election results and this week’s US CPI data might mean for markets.

 

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1 November 2022

 

Reflecting on a stellar month for the Dow Jones, markets looking for signs of central bank pivots and why Kwasi Kwarteng’s mini budget may not go down in history as one of the worst.

 

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26 october 2022

 

Thoughts on the new Prime Minister, earnings season and recent market rebounds and a more dovish tone from central banks.

 

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17 october 2022

 

Market’s volatile response to last week’s US CPI and the UK economy and intimidating bond markets.

 

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13 october 2022

 

Ahead of next week’s Chinese National Party Congress, we speak with Coutts Emerging Market expert, Richard Woodrow. Topics covered include why the congress is important, China’s economic backdrop and the move away from a zero-Covid policy.

 

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10 october 2022

 

Market reaction to last week’s US non-farm payroll report and what to expect format his week’s US CPI. Plus the ongoing challenges to gilts and our old friend Elon Musk.

 

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3 october 2022

 

LDI and why the Bank of England intervened in bond markets, Monday’s UK government U Turn and a key piece of US data due out this week.

 

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26 september 2022

 

Market reaction to Friday's mini budget, the implications of providing a fiscal boost during periods of high inflation and the effectiveness of trickle-down economics.

 

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20 september 2022

 

Market reaction to recent US CPI data, what to expect from the US Federal Reserve and Bank of England’s Monetary Policy Committee and why bonds are strategically interesting.

 

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6 september 2022

 

Can the UK afford to address the energy crisis? Positive US jobs data and thoughts on the Chinese economy.

 

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23 August 2022

 

Markets focus on Jackson Hole and Jerome Powell’s speech, Citi Bank’s gloomy UK CPI forecasts and why the US economy is less challenged than the UK and Europe and why that’s important for investors.

 

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16 August 2022

 

Has US inflation peaked? How effective will the US Inflation Reduction Act be and could we be on course for stagflation in the UK?

 

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9 August 2022

 

Why US markets have rallied despite a disappointing US earnings season and why, long term, earnings are often a more reliable trend than stock markets.

 

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2 August 2022

 

What’s driving divergent GDP across the US , Europe and UK, looking back on a strong month for stock markets and why the US Federal Reserve is data dependant.

 

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26 July 2022

 

In a special episode of Need to Know Sarah Muir spoke to Coutts Chairman, Lord Waldegrave to get his thoughts on the Conservative Party leadership contest. Topics covered include the future direction of the party, claims this is a ‘fractious’ campaign and the role Boris Johnson may play when he finally leaves number 10.

 

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25 July 2022

 

It’s a big week for data, not least Wednesday’s US Federal Meeting. A lot of what we learn this week about growth, inflation and interest rates will set the mood for markets over the coming months.

 

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19 July 2022

 

The latest investor sentiment report from the Bank of America, the ECB to raise rates and what that means for Italy and the latest from US corporate earnings season.

 

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12 July 2022

 

The Conservative party leadership contest and what it means for the UK economy, dollar strength rather than sterling weakness, and key US data.

 

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6 July 2022

 

In special episode Sarah Muir spoke with Coutts Managing Director and former soldier, Alex Liddle about the war in Ukraine. Does Russia’s victory in Lysychansk mark a change in fortunes for Putin? Do we see a swift resolution to the conflict or a long drawn out war of attrition and how would that impact markets?

 

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5 July 2022

 

A recession in name only, wise words on investing during periods of peak pessimism and an esoteric measurement the Fed uses to gauge the outlook for inflation.

 

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28 June 2022

 

Recent controversy surrounding responsible investing, agreeing on ESG terminology, and why current headwinds won’t impact our long term responsible investing commitments.

 

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27 June 2022

 

Alan Higgins and Sarah Muir consider the three Rs – recession outlook, rebounds and Russian debt default.

 

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20 June 2022

 

What can previous bear markets tell us about what to expect this time round?

Alan Higgins and Sarah Muir compare and contrast 1973/74, 2000 – 2002 and 2008/09. 

 

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13 June 2022

 

Market reaction to Friday’s red-hot US CPI data, the latest UK GDP data and cryptocurrencies under pressure.

 

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6 June 2022

 

What research tells us about the value of the old adage, ‘sell in May’, expectations ahead of this week’s US CPI number and last but not least, the latest on Elon Musk’s bid for Twitter and Tesla’s exclusion form major ESG indices.

 

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30 may 2022

 

‘Buy the dip’ vs ‘sell in May’, the ECB finally shifts towards a more hawkish stance, and thoughts on Stuart Kirk’s controversial climate change comments.

 

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