Need to Know Investment Podcast
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Language:
English
Website:
https://www.coutts.com/
Episodes
Need To Know - 18 April 2024, The Midas touch?
4/25/2024
Sarah Muir and David Broomfield are joined by Coutts Investment Strategist Joe Aylott for a look at gold - from its history as a store of value to what’s behind the current price spike.
Duration:00:41:57
Need To Know - 12 April, 2024 – Liquid assets?
4/12/2024
Sarah Muir and David Broomfield are joined by top sommelier Tim Ellison for a deep dive into the world of investing in wine. They discuss how the great vintages fare against other alternative assets and current market trends, and how climate change could impact traditional wine-producing regions.
Duration:00:51:43
Need To Know - 03 April, 2024 - There’s no place like domicile
4/4/2024
Sarah Muir and Irene Wolstenholme look at the three things you need to know about proposed changes to the taxation of those with resident non-domiciled status – or ‘non-doms’.
Duration:00:22:41
Need To Know - 26 March, 2024 - Baby boom
3/26/2024
Sarah Muir is joined by David Broomfield for a look at population mega trends and what they mean for the global economy. They also discuss the recent rise in weight loss drugs, and the surprising impact they could have on companies that tempt us to make food-related impulse purchases.
Duration:00:26:25
Need to Know - 19 March, 2024 - Banks for the memories
3/25/2024
Sarah Muir and Alan Higgins discuss why central banks may be making fewer rate cuts than originally anticipated. And one year on from the collapse of Credit Suisse, do investors have short memories?
Duration:00:35:43
Need To Know - March 12, 2024 - A bear in a China shop
3/15/2024
Sarah Muir and Alan Higgins are joined by Coutts Multi Asset Strategist David Broomfield for a look at China. We’ll be asking whether its stock market is undervalued and discussing the longer-term outlook. Plus, how does China compare with another emerging market, India?
Duration:00:40:21
Need to Know - March 07, 2024 - Forever blowing bubbles?
3/7/2024
With the S&P 500 and Nasdaq at all-time highs, are we in bubble territory? Sarah Muir and Alan Higgins discuss such bubbles – their history, definition and whether or not we’re seeing one now.
Duration:00:36:47
Need to Know - February 28, 2024 - Art for art’s sake
2/29/2024
Sarah Muir and Alan Higgins are joined by Amelie Sarrado of Christie’s for a look at art as a store of wealth. From recent trends in art markets, and the outlook for the coming decade, to why buying art should be passion first, investment second.
Duration:00:28:51
Need to Know - February 21, 2024 - Earnings season special
2/21/2024
Sarah Muir and Alan Higgins are joined by Coutts US equity expert Howard Sparks for a look at earnings season in the US and Europe. Plus, we revisit the debate around active management – is the dominance of a handful of companies really so bad for stock pickers?
Duration:00:32:48
Need to Know - February 7, 2024 - Trading places
2/8/2024
This week Sarah Muir and Alan Higgins are joined by James Stringer from Coutts’ Trading & Execution team for a look at the shift to T+1 in US markets. Plus – the Magnificent Seven becomes the Famous Five, and the ongoing resilience of the US economy.
Duration:00:42:57
Need to Know - January 31, 2024 - As good as gold
1/31/2024
Sarah Muir and Alan Higgins are joined by Coutts CIO, Fahad Kamal to look at gold as a diversifier, the outlook for Chinese equities and the formula for valuing commercial property.
Duration:00:40:15
Need to Know - January 23, 2024 - Pessimism with a pinch of salt
1/23/2024
This week Sarah Muir and Alan Higgins look at why active managers in the fixed income universe are more likely to beat benchmarks than their equity counterparts. Plus can property hold its value in a higher interest rate environment and the rise of pessimism – how much is priced in to markets?
Duration:00:37:00
Need to Know - January 16, 2024 - What to watch in 2024
1/17/2024
To coincide with the publication of Coutts Outlook 2024, Sarah Muir and Alan Higgins are joined by Lilian Chovin to talk about the three things on our radar for the year ahead.
Duration:00:46:35
Need to Know - January 11, 2024 - Tales from the crypto
1/11/2024
This week, Sarah Muir and Alan Higgins are joined by James Butterfill, Head of Research at CoinShares for thoughts on the SEC’s recent approval of spot bitcoin ETFs and the pros and cons of blockchain technology. Plus will the rise of bitcoin change how we view investing in equities.
Duration:00:38:15
Need to Know - January 3, 2024 - Bears vs bulls
1/4/2024
For the first NTK of 2024 Sarah Muir and Alan Higgins go through the new year forecasts in search of optimistic outlooks. Are investors more easily seduced by pessimistic prognostications?
Duration:00:38:27
Need to Know - December 19, 2023 - That was the year that was…
12/20/2023
For the final NTK of the year, Sarah Muir and Alan Higgins discuss the US Federal Reserve’s extraordinary pivot. Plus we look at NTK’s report card - when our contrarian instincts proved to be correct as well as lessons learnt from the past 12 months.
Duration:00:37:23
Need to Know - December 12, 2023 - Surprise, surprise, surprise…
12/13/2023
This week Sarah Muir and Alan Higgins are joined by Coutts CIO, Fahad Kamal to look at the three things that might surprise investors in 2024.
Duration:00:32:33
Need to Know - December 5, 2023 - Buy the dip?
12/7/2023
This week Sarah Muir and Alan Higgins are joined by Coutts Head of Multi Asset Portfolio Management, Monique Wong to discuss what investors should do during market corrections. Plus lessons learned from David Swensen.
Duration:00:42:28
Need to Know - November 28, 2023 - Gilt complex
11/28/2023
Sarah Muir and Alan Higgins question the data on index linked government bonds. Japanese equities – why ‘boring’ is sometimes better. Plus in homage to Byron Wien, Alan suggests a possible surprise for 2024.
Duration:00:31:43
Need to Know - November 21, 2023
11/21/2023
Sarah Muir and Alan Higgins are joined by Coutts UK equity expert Richard Way for a look at why UK equities are unloved – is it simply a case of the Famous Five losing out to the Magnificent 7? Plus you may not believe in Santa Claus, but do you believe in Santa rallies?
Duration:00:35:31