Episodes
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.
Published 04/25/24
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.
Published 04/12/24
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’.
Published 04/04/24
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.
Published 03/26/24
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?
Published 03/25/24
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?
Published 03/15/24
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.
Published 03/07/24
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.
Published 02/29/24
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?
Published 02/21/24
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.
Published 02/08/24
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.
Published 01/31/24
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?
Published 01/23/24
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.
Published 01/17/24
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.
Published 01/11/24
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?
Published 01/04/24
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.
Published 12/20/23
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.
Published 12/13/23
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.
Published 12/07/23
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.
Published 12/06/23
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.
Published 11/28/23
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?
Published 11/21/23
Sarah Muir and Alan Higgins discuss Swiftonomics – can Taylor Swift really drive GDP? UBS CoCo bonds and investors with short memories. Plus factor investing – which is better, momentum or quality?
Published 11/14/23
Sarah Muir and Alan Higgins take a look at the reliability of contrarian signals and revisit the case for active management vs passive management. Plus the outlook for bonds when debt issuance is high and the economy remains robust. Plus a rant on the subject of the UK government’s penchant for index linked bonds.
Published 11/07/23
Sarah Muir, Alan Higgins and Howard Sparks turn their attention to US earnings season. This week we look at the general mood, why high expectations mean markets are punishing less-than-stellar numbers and the long term outlook for earnings.
Published 10/31/23
Sarah Muir and Alan Higgins chat with behavioural psychologist, Ed Nottingham about the three things we can all do to help us be more rational investors.
Published 10/26/23