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.
27 March 2023
Thoughts on last week’s mini banking crisis and the impact on Fed policy going forward. The tactically bearish case for equities.
21 March 2023 - bonus
Sarah Muir and Irene Wolstenholme from Coutts Wealth Structuring look at the key takeaways from last week’s budget, including changes to pensions, corporation tax and fiscal drag.
20 March 2023
Sarah Muir and Alan Higgins reflect on US CPI, this week’s central bank meetings and thoughts on the latest news on Credit Suisse.
13 March 2023
Sarah Muir and Alan Higgins look at the collapse of Silicon Valley Bank and how it may impact markets and US Federal Reserve Policy.
7 March 2023
It’s a big week for events in the US with Jerome Powell testifying to Congress and the latest US jobs report. Plus what lies behind the decision by UK companies top list in the US and a look at private debt league tables.
28 February 2023
In this week’s episode Sarah Muir and Alan Higgins look at the latest super-hot US inflation data, Warren Buffett on share buy backs and who are the league leaders for household and government debt and why the UK might not be as bad as you think.
21 February 2023
The importance of challenging orthodox economic thinking
From yield curves and bond yields as a recession predictor to why central banks fixate on 2% inflation. Plus, one year on from the invasion of Ukraine, the impact geopolitical events have on markets.
In this week’s bonus special episode Sarah Muir and Alex Liddle look at the war in Ukraine, how we got to where we are now, the prospects for a Spring offensive and how a resolution to the conflict might be established.
15 February 2023
Sarah Muir and Coutts multi-asset strategist David Broomfield unpack Tuesday’s US CPI report – what lies behind the stickier elements to inflation, market reaction and what the latest number tell us about future Fed policy.
7 February 2023
Alan Higgins and Sarah Muir discuss Groundhog day for the Fed, Last Friday’s surprisingly hot US non-farm payroll report. Plus Adani and the power of short sellers.
31 January 2023
Sarah Muir and Alan Higgins discuss the so-called January effect on markets, this week’s central bank meetings and why it’s all about the guidance. And last but not least Elon Musk’s Twitter debt.
Sarah Muir caught up with Coutts multi-asset strategist, David Broomfield to discuss Bank of Japan’s yield curve control policy and why a shift in policy could have a profound impact on global markets.
24 January 2023
Alan Higgins and Sarah Muir discuss what the UK gets right and wrong, market surges and value stocks vs growth stocks.
17 January 2023
Howard Sparks and Alan Higgins join Sarah Muir to discuss US earnings season – why it’s so important, what we’ve learnt so far what to expect from upcoming reports.
10 January 2023
Monique Wong joins Sarah Muir to discuss the macro outlook and investment opportunities for 2023. Plus how might China reopening impact inflation?
3 January 2023
Kicking off the new year with a look at the three key themes that dominated 2022 and look set to dominate 2023 – the probability of recession, plus the outlook for equities and bonds.
12 december 2022
In a big week for central banks, we look at expectations for US CPI; Fed, BoE and ECB rate hikes and ongoing issues with REITS funds.
5 december 2022
The importance of data, the challenge for commercial real estate funds and seasonal market rallies.
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.
22 November 2022
Last week’s budget from an investment perspective, bonds, and the amazing resilience of UK large cap equities.
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.
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.
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.
26 october 2022
Thoughts on the new Prime Minister, earnings season and recent market rebounds and a more dovish tone from central banks.
17 october 2022
Market’s volatile response to last week’s US CPI and the UK economy and intimidating bond markets.
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.
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.
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.
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.
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.
6 september 2022
Can the UK afford to address the energy crisis? Positive US jobs data and thoughts on the Chinese economy.
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.
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?
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.
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.
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.
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.
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.
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.
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?
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.
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.
27 June 2022
Alan Higgins and Sarah Muir consider the three Rs – recession outlook, rebounds and Russian debt default.
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.
13 June 2022
Market reaction to Friday’s red-hot US CPI data, the latest UK GDP data and cryptocurrencies under pressure.
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.
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.