Menu Home Insights Podcasts Investment Show Investment Show About this show Each month, Cherry Reynard asks Daniel Casali what is happening in the investment world, bringing you a roundup of global markets, trends and insights. If you have a podcast query, please contact: Laura Burrows Media & Advertising Assistant Manager podcast@smithandwilliamson.com Latest episode Read full episode summary Previous episodes The "Nixon shock" remembered 50 years on | September 2021 Fifty years ago President Nixon took the US off the gold standard, ushering in a new era of monetary policy. This has helped the US economy through the pandemic but may come with a sting in its tail. A tale of two markets | August 2021 In this episode, we’ll be looking at whether equity and bond markets are taking a different view on the prospects for global growth. We lean to the more optimistic view from equity investors. Why equities could win out over bonds | July 2021 In this episode we’ll be looking at why equities could win out over bonds in the second half of 2021. Equities are absorbing an inflationary side effect | JUNE 2021 In this episode we’ll be looking at the recent volatility in stock markets and whether concerns on inflation are justified. Releasing the inflation genie out of the bottle | May 2021 In this episode we’ll be looking at what’s happening in markets with the vaccine rollout underway and whether accommodative monetary and fiscal policy might come with an inflationary sting in the tail. Seizing an opportunity in equities | April 2021 In this episode we’ll be talking about the Ides March and whether that will be a bad omen for stock markets. Reflation continues to drive the equity rally | March 2021 In this episode we look at how the growth in money supply in the US could impact the global economy looking forward. US broad M2 money supply increased by 27.5% in January 2021 from a year ago, the fastest growth rate in 150 years. What does this mean for equity valuations? Successful vaccine rollout? | February 2021 In this episode we’ll be looking at whether vaccines can outrun new variants and what this is likely to mean for economies and stock markets. A review of a tumultuous 2020 | January 2021 In this episode we talk about 2020, though it’s a year most of us would rather forget, the pandemic led to a global economic shock that established new multigenerational records. The Covid-19 vaccine announcement | December 2020 In this episode we discuss the Covid-19 vaccine announcement and whether this stock market strength can endure, particularly in the US, and also the implications for government bond markets. The global economy shows resilience to COVID-19 headwinds | November 2020 In this episode we'll be discussing recent GDP and retail sales data and what this suggests about the economic recovery. COVID-19 continues to drive market risk | October 2020 In this episode we discuss how COVID-19 continues to drive market risk. An improving UK economic outlook | September 2020 In this episode we discuss an improving UK economic outlook, but with labour market uncertainty. Growing attractiveness of non-US markets | August 2020 In this episode we discuss the growing attractiveness of non-US markets and large US technology stocks. A new business cycle is starting | July 2020 In this episode we discuss the new business cycle that is starting. Transition period extension talk with the EU | June 2020 In this episode we discuss the post-Brexit transition period extension talks with the EU are a short-term risk for sterling. Interest rate cuts continue to support the global expansion In this episode we will be discussing the discrepancy between bond and equity markets, where the global economy is going and some financial sector risks. Rising market risks from the coronavirus outbreak In this episode we discuss these very unusual market conditions and trying to provide some insight into what might happen from here. Geopolitical risks from the Middle East This week it has become increasing clear that Borris Johnson is willing to move mountains to take us out of the EU on the 31 October – ‘deal’ or ‘no deal’. We expect the new government to crack on with policies to mitigate the economic risk of a no deal Brexit. What might this look like? We will talk you through in this episode on ‘Borisnomics’ as we see it. Review of 2019 and look ahead to 2020 Since the futures market expects the Fed to cut interest rates just once in 2020, investors will be looking at company earnings and dividends to sustain the equity rally. On the positive side, after a sharp slowdown in global manufacturing activity in 2019, there are tentative signs of stabilisation. It’s all about earnings and growth in 2020 In this episode we will be discussing the year just gone, the labour manifesto and Chinese growth. Rising risk of a progressive left US Democratic presidential candidate In this episode we will be discussing US politics and Brexit. Interest rate cuts continue to support the global expansion In this episode we will be discussing the discrepancy between bond and equity markets, where the global economy is going and some financial sector risks. ‘Borisnomics’ could mitigate a Brexit bust This week it has become increasing clear that Borris Johnson is willing to move mountains to take us out of the EU on the 31 October – ‘deal’ or ‘no deal’. We expect the new government to crack on with policies to mitigate the economic risk of a no deal Brexit. What might this look like? We will talk you through in this episode on ‘Borisnomics’ as we see it. Subscribe to insights Sign up and receive regular updates on issues that matter to you. Subscribe You may also be interested in... Talking Tax Show In each Talking Tax episode, we will provide you with a variety of topics that we discuss in detail, that people or businesses are thinking about now. 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