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Ben Squared: 2nd April 2025: Liberation Day!
In this latest Ben Squared podcast we discuss the potential impact of US Trade Policy on regional economic activity and global markets, reflecting on…
1 year ago
Ben Squared: 25th March 2025 : Market Stabilisation, The Dot Plot and Capital Flows
In this latest Ben Squared we begin by discussing the modest calm we are seeing in news flow and market performance, at least relative to a dramatic …
1 year, 1 month ago
Ben Squared: 18th March 2025: Europe’s Expansion and Outperformance, plus thoughts on Bonds
In this latest Ben Squared we begin by discussing the momentum behind the European/German fiscal expansion and market outperformance, and if there is…
1 year, 1 month ago
Episode 25 – All Eyes on European Equities, and some on Oliver Collin
In the latest episode of our award-winning podcast series, and after a reasonable hiatus, we return to the topic of European Equities, arguably the h…
1 year, 1 month ago
Ben Squared: 12th March 2025: Investment Anxiety, Europe’s Progress and the Threat of US Recession
In this latest Ben Squared we begin by reflecting on current market jitters and whether this a moment to act with greater caution, or if there are su…
1 year, 1 month ago
Ben Squared: 4th March 2025: Mar-a-Lago Discord, US Recession Fears and Regional Equity Market Performance
In this latest episode we review the drama seen in The White House on Friday evening, reflecting on how it may (or may not) influence geopolitical tr…
1 year, 1 month ago
Episode 24 - A Deep Dive into Deepseek with Alliance Bernstein
In the latest episode of our award-winning podcast series, we return to the A.I. theme, focusing on the latest developments surrounding the DeepSeek …
1 year, 2 months ago
Ben Squared: 25th February 2025: Germany, Broader Europe and China
In this latest episode we review the weekend’s German election result, focusing on how it may influence the macro and investment landscape for both G…
1 year, 2 months ago
Ben Squared: 19th February 2025: Inflation and European Geopolitics
In this latest episode we review the latest US inflation and retail sales data and the impact this is having on expectations for interest rate policy…
1 year, 2 months ago
Ben Squared: 11th February 2025: Trade, the Jobs Report and the Bank of England
In this latest episode we offer a neat summary of the most recent Trade developments from the new President, before pivoting to a review of the recen…
1 year, 2 months ago