Time in the Market

By Invesco

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Subscribers: 1
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Episodes: 161

Description

For investment professionals in the UK only.  Each month join host Ben Gutteridge, a Director of Multi-Asset Strategies at Invesco, for an insightful and often humorous conversation into the (sometimes baffling) world of investing. In each episode, Ben interviews a high-profile guest from within the financial services industry, seeking to uncover leading investment insights in a clear and accessible fashion. The value of investments and any income will fluctuate (this may partly be the result of exchange rate fluctuations) and investors may not get back the full amount invested.  Views and opinions are based on current market conditions and are subject to change. This podcast is marketing material and not financial advice. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. Regulatory requirements that require impartiality of investment or investment strategy recommendations are therefore not applicable nor are any prohibitions to trade before publication.  Issued by Invesco Asset Management Limited. Authorised and regulated by the Financial Conduct Authority. Hosted on Ausha. See ausha.co/privacy-policy for more information.

Episode Date
Ben Squared Podcast: 19th May 2026 – UK Politics & Investment, Featuring Graham Hook
May 19, 2026
Ben Squared Podcast: 11th May 2026 – UK Elections, US Jobs and AI Heat
May 11, 2026
Ben Squared Podcast: “5th May 2026 – Ceasefire Breach, AI Flying, Central Bank Comms”
May 05, 2026
Ben Squared Podcast: 28th April 2026 – Are We Looking at Market Complacency?
Apr 28, 2026
Ben Squared Podcast: 21st April 2026 – Grappling with Strait Curve Balls
Apr 21, 2026
Time in the Market: Episode 38 – What's Next for AI with Ashley Oerth – Invesco Strategist
Apr 17, 2026
Ben Squared Podcast: 14th April 2026 – The Middle East – Positive Steps?... And ‘Other’ data
Apr 14, 2026
Ben Squared Podcast: 7th April 2026 – How Can Stock Markets Make Progress From Here?
Apr 07, 2026
Ben Squared Podcast: 31st March 2026: The Middle East Impact: Is Now the Time to Sell Everything?
Mar 31, 2026
Ben Squared Podcast: 24th March 2026: Middle East Scenario Analysis, Long-term Strategy and the UK Mortgage Market
Mar 24, 2026
Ben Squared Podcast: 17th March 2026: The Middle East, Investment Strategy and Central Banks’ Reaction
Mar 17, 2026
Time in the Market: Episode 37 – Investment Strategy for Today and Tomorrow with RBC Brewin Dolphin Chief Strategist, Guy Foster
Mar 16, 2026
Ben Squared Podcast: 10th March 2026: The Rotation Trade and Bond Market Latest
Mar 10, 2026
Ben Squared Podcast: 2nd March 2026: The Middle East Conflict and Investment Strategy
Mar 02, 2026
Ben Squared Podcast: 24th February: US Trade Policy, the Tech Wreck and UK Data
Feb 24, 2026
Time in the Market: Episode 36 – Gilts and UK Corporate Bonds with Fund Manager Tom Hemmant
Feb 19, 2026
Ben Squared: 17th February: US Inflation, US Jobs & AI
Feb 17, 2026
Ben Squared: 10th February 2026: AI Upheaval, Political Turmoil, Yet Markets Calm
Feb 10, 2026
Ben Squared: 2nd February: We Need to Talk About Markets
Feb 02, 2026
Time in the Market: Episode 35 – David Aujla - Asset Allocation and Implementation
Jan 29, 2026
Ben Squared: 28th January 2026: What Can Stop These Markets??
Jan 28, 2026
Ben Squared: 19th January 2026: Greenland and its Impact on Investment Strategy
Jan 19, 2026
Ben Squared: 13 Jan 2026 - Fed Chair, Iran & (plenty) More
Jan 13, 2026
Ben Squared: 7th Jan 2026: Venezuela, US Unemployment and UK Stock Market Momentum
Jan 07, 2026
Ben Squared: 22nd Dec 2025: A Year in Review and Which Calls Remain in 2026?
Dec 22, 2025
Episode 33 - A US Macro Market Outlook with Brian Levitt: Invesco Chief Global Market Strategist
Dec 18, 2025
Ben Squared: 16th Dec 2025: AI Stocks, Fed Dissent and Global Central Bank Policy
Dec 16, 2025
Ben Squared: 9th Dec 2025: Market Outlook 2026
Dec 09, 2025
Ben Squared: 3rd Dec 2025: Market Recovery, Central Bank Moves and is Cash really King?
Dec 03, 2025
Ben Squared: 27th Nov 2025: Budget Outcomes – Economic & Investment Consequences
Nov 27, 2025
Ben Squared: 25th Nov: Budget Speculation & Investment Consequences
Nov 25, 2025
Episode 33 – Innovative Asset Allocation Thinking with BCA’s Dhaval Joshi
Nov 24, 2025
Ben Squared: 18th Nov: Westminster, Market Consolidation & the Shutdown Conclusion
Nov 18, 2025
Ben Squared: 11th Nov: Bubble Talk, US Labour Markets and UK Interest Rates
Nov 11, 2025
Ben Squared: 4th Nov 2025: Fed Cuts, the Dollar, A.I. Earnings
Nov 04, 2025
Episode 32 – Global Smaller Companies with Invesco’s Michael Oliveros
Oct 30, 2025
Ben Squared: 28th Oct: Market Strength, Dollar Sideways, Gold Under Pressure
Oct 28, 2025
Ben Squared: 21st Oct 2025: Regional Banks, Cockroaches and UK Data
Oct 21, 2025
Ben Squared: 14th Oct 2025: Tarriff Sell Off, Shutdowns, Gold, Crypto & Japan
Oct 14, 2025
Ben Squared: 7th October: US Shutdown, Japanese Politics and the Everything Rally
Oct 07, 2025
Ben Squared: 1st Oct 2025: Europe’s (markets) on Fire – Are US Investors Terrified?
Oct 01, 2025
Episode 31 – A Digital Assets Workshop with Ashley Oerth – The Blockchain, Crypto and Stablecoin
Sep 29, 2025
Ben Squared: 24th September: Fed Cuts, Fed Divergence and Market Strength
Sep 24, 2025
Ben Squared: 16th September: Central Bank Anticipation
Sep 16, 2025
Ben Squared: 10th September: US Rate Cuts… But How Many?
Sep 10, 2025
Ben Squared: 3rd September: Reviewing Dollar Caution
Sep 03, 2025
Ben Squared: 27th August: A Dovish Turn at the Fed?
Aug 27, 2025
Ben Squared: 20th August: Fed Chair, Inflation and Investment Strategy
Aug 20, 2025
Episode 30 – Critical Thinking with Dr Pippa Grange
Aug 14, 2025
Ben Squared: 13 August: UK Economic Outlook & Investment Strategy
Aug 13, 2025
Ben Squared: 6 August: Jobs, The Fed & Earnings
Aug 06, 2025
Ben Squared: 30 July: What are investors buying, and why are they buying it? A look at ETF flows
Jul 30, 2025
Ben Squared: 23 July 2025: What did Ben miss, and what is going on in Real Estate?
Jul 23, 2025
Ben Squared: 16th July: A Multi-Asset Update with David Aujla
Jul 16, 2025
Ben Squared: 9th July: A UK Political Update with Graham Hook
Jul 09, 2025
Episode 29 – Geopolitics & Investment with Marko Papic
Jul 08, 2025
Ben Squared: 1st July: Market Strength and German progress
Jul 01, 2025
Episode 28 – Global Equities with Invesco’s Stephen Anness
Jun 26, 2025
Ben Squared: 24th June: Oil, Equities, Central Banks and Gold
Jun 24, 2025
Ben Squared: 17th June: Geopolitics and the Market Reaction
Jun 17, 2025
Ben Squared: 11th June: Mid-Year Review and Outlook
Jun 11, 2025
Ben Squared: 3rd June 2025: Trade Policy, Fiscal Dynamics and Trade
Jun 03, 2025
Ben Squared: 28th May 2025: Equities, Treasuries and the Bank of England
May 28, 2025
Ben Squared: 20th May 2025: Equities, Treasuries and the Bank of England
May 20, 2025
Episode 27 – Revisiting UK Equities with Invesco’s Beth Shard
May 15, 2025
Ben Squared: 13th May 2025: Deals, Deals, Deals
May 13, 2025
Ben Squared: 7th May 2025: Conflicting Data and the Market Recovery
May 07, 2025
Ben Squared: 30th April 2025: Easing Trade Policy? And Hard vs Soft Data
Apr 30, 2025
Ben Squared: 23rd April 2025: Job Security at the Fed and Safe Havens
Apr 23, 2025
Episode 26 – Emerging Markets Amidst Trade Uncertainty, with Fidelity’s Chris Tennant
Apr 17, 2025
Ben Squared: 16th April 2025: Tariff Update and Thoughts on US Treasuries
Apr 16, 2025
Ben Squared: 9th April 2025: Global Recession Risks and Finding a Market Bottom
Apr 09, 2025
Ben Squared: 4th April 2025: Liberation Dismay!
Apr 04, 2025
Ben Squared: 2nd April 2025: Liberation Day!
Apr 02, 2025
Ben Squared: 25th March 2025 : Market Stabilisation, The Dot Plot and Capital Flows
Mar 25, 2025
Ben Squared: 18th March 2025: Europe’s Expansion and Outperformance, plus thoughts on Bonds
Mar 18, 2025
Episode 25 – All Eyes on European Equities, and some on Oliver Collin
Mar 17, 2025
Ben Squared: 12th March 2025: Investment Anxiety, Europe’s Progress and the Threat of US Recession
Mar 12, 2025
Ben Squared: 4th March 2025: Mar-a-Lago Discord, US Recession Fears and Regional Equity Market Performance
Mar 04, 2025
Episode 24 - A Deep Dive into Deepseek with Alliance Bernstein
Feb 27, 2025
Ben Squared: 25th February 2025: Germany, Broader Europe and China
Feb 25, 2025
Ben Squared: 19th February 2025: Inflation and European Geopolitics
Feb 19, 2025
Ben Squared: 11th February 2025: Trade, the Jobs Report and the Bank of England
Feb 11, 2025
Ben Squared: 5th February 2025: Trade Wars – Opening Shots
Feb 05, 2025
Ben Squared: 29th January 2025: Does DeepSeek put A.I. in Deep Trouble?
Jan 29, 2025
Episode 23 – Bond Tactics with Invesco’s Stuart Edwards
Jan 23, 2025
Ben Squared: 21st January 2025: Inauguration Day and Bonds
Jan 21, 2025
Ben Squared: 15th January 2025: Yields Race Higher but What Next?
Jan 15, 2025
Ben Squared: 8th January 2025: 2025 Market Outlook
Jan 08, 2025
Episode 22 - Sir Clive Woodward on Communication
Dec 19, 2024
Ben Squared: 17th December 2024: Reviewing 2024 Calls and if They Still Hold?
Dec 17, 2024
Ben Squared: 10th December 2024: Geopolitics & US Labour Markets
Dec 10, 2024
Ben Squared: 3rd December 2024: Trump’s Trade Policy and UK Mortgage Rates
Dec 03, 2024
Episode 21 – A UK Economic Update with Pantheon Macro
Nov 28, 2024
Ben Squared: 26th November 2024: Earnings Season Wrap up and Trump Nominations
Nov 26, 2024
Ben Squared: 20th November: Reviewing Trump Trades
Nov 20, 2024
Ben Squared: 12th November: US Election and Market Consequences
Nov 12, 2024
Ben Squared: 5th November: UK Budget Special
Nov 04, 2024
Episode 20 – Chinese Equities with Will Lam
Oct 31, 2024
Ben Squared: 30th October: An Earnings Season Carve Up
Oct 30, 2024
Ben Squared: 22nd October: The ECB, UK Data and Gold
Oct 22, 2024
Ben Squared: 16th October: UK Economy, Oil and Earnings
Oct 16, 2024
Ben Squared: 9th October: Jobs, Oil and Interest Rates
Oct 09, 2024
Ben Squared: 1st October: China!!!
Oct 01, 2024
Episode 19 – UK Economy & Stock Market with Anthony Cross
Sep 26, 2024
Ben Squared: 24th September: The Fed’s Nifty Fifty
Sep 24, 2024
Ben Squared: 18th September: Can US Consumers Keep Recession at Bay?
Sep 18, 2024
Ben Squared: 11th September: US Jobs, Interest Rates and Taxes
Sep 11, 2024
Ben Squared: 4th September: Nvidia, Recessionary Risks & UK (ticket price) Inflation
Sep 04, 2024
Episode 18 – Investment Psychology with Emily Roberts
Aug 22, 2024
Ben Squared: 21st August 2024: Can the Market recovery Endure?
Aug 21, 2024
Ben Squared: 7th August 2024 – Market Volatility & Carry Trades
Aug 07, 2024
Ben Squared: 19th July 2024 – US Presidency, Bond Yields and the Market Rotation
Jul 19, 2024
Episode 17 – A US Smaller Companies review with JPMorgan
Jul 18, 2024
Ben Squared: 11th July 2024 – European Politics and the US Consumer
Jul 11, 2024
Ben Squared: 28th June 2024 – French/UK Elections and Market Update
Jun 28, 2024
Episode 16 - A Nasdaq Review with Ryan McCormack
Jun 27, 2024
Ben Squared: 19th June 2024 – Steph Butcher joins the Square
Jun 19, 2024
Episode 15 – A UK General Election Special, with Graham Hook
Jun 07, 2024
Ben Squared: 5th June 2024 – Politics, US Data and the ECB
Jun 05, 2024
Episode 14 – The Long and Short of UK Stocks with Luke Newman
May 23, 2024
Ben Squared: 22nd May 2024 – US Inflation, US Consumption, UK Equities
May 22, 2024
Ben Squared: 8th May 2024 – US and European Convergence?
May 08, 2024
Episode 13 – India in the Spotlight with Shekhar Sambhshivan
Apr 25, 2024
Ben Squared: 24th April 2024 – Geopolitics and UK Equities
Apr 24, 2024
Ben Squared: 10th April 2024 – Rates, Equities & Commodities
Apr 10, 2024
Episode 12 – Talking Stocks with Terry Smith
Mar 28, 2024
Ben Squared: 27th March 2024 – (another) Big Week for Central Banks
Mar 27, 2024
Ben Squared: 13th March 2024 – US Data and Bubble Fears
Mar 13, 2024
Episode 11 – A.I. Stocks with Joe Dowling
Feb 29, 2024
Ben Squared: 28th February 2024 – Tech Results or Macro?
Feb 28, 2024
Ben Squared: 14th February 2024 – Our Love of Earnings
Feb 14, 2024
Ben Squared: 2nd February 2024 – Jobs, Jobs, Jobs!!!
Feb 02, 2024
Ben Squared: 31st January 2024 – Soft Landing, Hard Landing or Flyby
Jan 31, 2024
Episode 10 – Such a Good Reid; Inflation, Interest Rates and Soft Landings
Jan 25, 2024
Ben Squared: 17th January 2024 – Inflation, Rate Cuts & Geopolitics
Jan 17, 2024
Ben Squared: 3rd January – The Year Ahead
Jan 03, 2024
Episode 9 – Invesco’s 2024 Outlook with Kristina Hooper; Chief Market Strategist
Dec 21, 2023
Ben Squared: 20th December – The Outlook Pivots
Dec 20, 2023
Ben Squared: 6th December – An Improved Perspective on the UK Economy
Dec 06, 2023
Episode 8 – Japanese Equities, Bonds and Currency with BCA Research
Nov 23, 2023
Ben Squared: 22nd November – Reviewing Stock Market Strength
Nov 22, 2023
Ben Squared: 8th November – Q3 Earnings and the Market Rally
Nov 08, 2023
Episode 7 – European Equities with Oliver Collin
Oct 26, 2023
Ben Squared: 25th October – Oil Markets and Energy Stocks
Oct 25, 2023
Ben Squared: 11 October 2023 - Bond Yields, the Dollar and Geopolitics
Oct 11, 2023
Episode 6 – A Macro View of Bond & Currency Markets with M&G’s Jim Leaviss
Sep 28, 2023
Ben Squared: 27 September 2023 - What’s Up & Down with Inflation?
Sep 27, 2023
Ben Squared: 13 September 2023 - G20, the US Dollar and the Yen
Sep 13, 2023
Ben Squared: 30 August 2023 - Market Nerves
Aug 30, 2023
Episode 5 – UK Smaller Companies with Invesco’s Jonathan Brown
Aug 24, 2023
Ben Squared: 16 August 2023 - Q2 Earnings Season
Aug 16, 2023
Ben Squared: 2 August 2023 - Bond and FX Outlook, 2nd Half 2023
Aug 02, 2023
Episode 4 – Emerging Market Equities with Fidelity’s Nick Price
Jul 27, 2023
Ben Squared: 19 July 2023 - Equity Market Outlook, 2nd Half 2023
Jul 19, 2023
Ben Squared: 5 July 2023 - First Half, UK Inflation & Rates, China Stimulus
Jul 05, 2023
Episode 3 – Multi-Asset Investment Strategy with Georgina Taylor
Jun 23, 2023
Ben Squared: 21 June 2023 - Market Strength, US Inflation, The ECB & BoE
Jun 21, 2023
Ben Squared: 7 June 2023 - US jobs, the debt ceiling and oil
Jun 07, 2023
Episode 2 - US Growth Equities with Baillie Gifford’s Gary Robinson
May 25, 2023
Episode 1 - Global Equities with Stephen Anness
Apr 27, 2023