In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise?
In this weekly podcast, Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, do exactly that - they digest the newsflow and work out what it means for global investors.
Episodes
May 26, 2026
May 26, 2026
15 min
In this week’s podcast Karen and Hugh discuss the latest developments in the negotiations between the US and Iran, some feedback from J. P. Morgan Asset Management’s global shipping team about how quickly energy markets could normalise when the Strait reopens, and why we all need to keep an eye on developments in Japan.
May 18, 2026
May 18, 2026
14 min
In this week’s podcast Karen and Hugh discuss how markets are getting more jittery about a prolonged conflict in Iran, how the summit between Xi and Trump fits into the narrative, and what the latest uncertainty in UK politics means for the Gilt market.
May 11, 2026
May 11, 2026
15 min
On this week’s podcast Karen and Hugh discuss whether markets are looking through the Middle East conflict, what higher oil prices might mean for US inflation due out this week and what the gilt market makes of the latest developments in UK politics.
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May 1, 2026
May 1, 2026
20 sec
In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast Karen and Hugh do exactly that – they digest the newsflow and work out what it means for global investors.