Need to Know - 11 March, "A period of transition..."
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.
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31:51
Need to Know - 07 March, March Market Movers
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.
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30:03
Need to Know - 28 February, Continental drift
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.
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26:39
Need to Know - 21 February, Trump one month on
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 Ā£46.1 millionRead David's latest article on Trump here.
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35:35
Need to Know - 14 February, Game On
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.
Need to Know is the weekly investment podcast from Coutts. 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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