BM Talks

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++ Emergency Podcast Klaxon ++ It's happening! Bonds are selling off again! What's going on? Can politicians afford to go to party conferences when fiscal plans may be in tatters as soon as they're announced? Do you know your swap rate from your Bank Rate? What even is "The Bon…

We are joined in our latest edition of BM Talks for a Q3 update from our regular guest Ben Ashby, CIO of Henderson Rowe.  We asked:  Are energy prices going back up?  How long will the AI boom last? Does Brexit matter? Will there be a UK snap election? Should the UK Treasury be divided up? What wi…

We are joined once again by Rob Ford, Professor of Political Science at Manchester University and co-author of the definitive "The British General Election of 2019 (Bible of General Elections)" to discuss the Makerfield by-election. He is also the new Elections Analyst for Sky News and hi…

We are joined in our latest edition of BM Talks by Kallum Pickering. He is Chief Economist at Peel Hunt and a columnist for The Telegraph. We asked:  What is the economic outlook given the Iran war? How do we monitor the air pockets that might show up when the rubber hits the road and the supply s…

We are joined in our latest edition of BM Talks for a Q2 update from Ben Ashby, CIO of Henderson Rowe. We asked:  How long will the energy shock last? How is the conflict in the Middle East part of the US National Security Plan? How does this compare to the Tanker Wars of the 1980s and the Oil Em…

We are joined in our latest edition of BM Talks once again by Ben Ashby, CIO of Henderson Rowe. 

We are joined in our latest edition of BM Talks by Rob Ford, Professor of Political Science at Manchester University and co-author of the definitive "The British General Election of 2019 (Bible of General Elections)".   We asked him: - Who is likely to win the Gorton & Denton by-elect…

We are joined in our latest edition of BM Talks by Bill Dinning. He is Chief Investment Officer of W1M, the UK wealth and investment manager formed in 2024 through the merger of Waverton Investment Management and London and Capital Group. Bill was previously Head of Investment Strategy at Coal Pens…

We are joined in our latest edition of BM Talks by Mike Bell. Mike is an independent macro strategist who spent a decade at JP Morgan Asset Management where he led international investment teams and advised institutional clients on the economic outlook across asset classes. He studied Social and Po…