Rate Cuts, Fiscal Resets, and AI Reality Checks

Rate Cuts, Fiscal Resets, and AI Reality Checks

Hosts Merryn Somerset Webb and John Stepek, senior reporter and author of the Money Distilled newsletter, unpack the week’s biggest market stories — from the Bank of England’s latest rate decision and Rachel Reeves’s fiscal “reset” to whether the AI boom is starting to wobble.

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Episoder(369)

Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know

Markets Wrap: Oil Rises, Tech Falters: What Investors Need to Know

Bloomberg senior reporter John Stepek is joined by co-editor of Bloomberg’s Markets Today blog, Morwenna Coniam to discuss the ever changing status of the Iran ceasefire and the resulting impact on oi...

10 Jul 15min

The UK's Shrinking REITs Sector Is Still Attracting Buyers  

The UK's Shrinking REITs Sector Is Still Attracting Buyers  

The number of REITs (real estate investment trusts) listed in London has shrunk dramatically over the past five years. Now the biggest REIT on the market is the subject of a bid from a US buyer. In th...

8 Jul 26min

The Biggest AI Investment Mistakes Investors Could Make

The Biggest AI Investment Mistakes Investors Could Make

AI can read every earnings report, filing and research note in seconds — but can it ever replace the instincts of a seasoned investor? Merryn Somerset Webb sits down with Causeway Capital Management c...

6 Jul 36min

What Is 'Manchesterism'— And Will It Boost Britain's Economy?

What Is 'Manchesterism'— And Will It Boost Britain's Economy?

Merryn Somerset Webb and John Stepek are joined by Cavendish's Roger Lee to unpack Andy Burnham's North Star of "Manchesterism" and what it could mean for the UK economy, markets, and investors. They ...

3 Jul 30min

Is Vintage Jewelry the Next Great Investment?

Is Vintage Jewelry the Next Great Investment?

Could vintage jewelry be one of the smartest real assets to own right now? Merryn Somerset Webb speaks with vintage jewelry expert Emma de Sybel, a former banker who is now the director of Baroque Roc...

1 Jul 19min

Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World

Man Group's Ed Cole: How to Adapt Your Portfolio to a Changing World

Despite agreeing that AI is likely as transformative as its proponents argue, Ed Cole, head of multi-strategy equities at Man Group, believes it’s too early to understand whether there’s a bubble. Mea...

29 Jun 40min

Markets Wrap: Gilts, Gold and AI’s Price Tag

Markets Wrap: Gilts, Gold and AI’s Price Tag

Merryn Somerset Webb is joined by Sam Unsted, editor of Bloomberg’s Markets Today blog. Together they discuss rallying UK gilts in the wake of Prime Minister Keir Starmer’s resignation, inflation fear...

26 Jun 16min

How Much Could Andy Burnham Cost You? 

How Much Could Andy Burnham Cost You? 

Can Andy Burnham keep his promises without hitting Britons in the pocket? Merryn Somerset Webb speaks with Bloomberg's Phil Aldrick about the tax hikes, spending pressures and economic realities facin...

24 Jun 22min

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