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BM Talks: Bill Dinning speaks

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Manage episode 519896790 series 2860754
Content provided by BlondeMoney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BlondeMoney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 Pension Trustees and prior to that at Kames Capital in Edinburgh.
We asked:

  • Are marketd underestimating the inflationary impact of tariffs?
  • Is there still value in the US markets given the meteoric rise of the MAG7?
  • Why do you see more rate cuts from the Bank of England?
  • Is Japan's renaissance real this time?
  • Why do you still recommend holding Gold?
  • What does McCarthy-era America tell us about Trump 2.0?
  continue reading

29 episodes

Artwork
iconShare
 
Manage episode 519896790 series 2860754
Content provided by BlondeMoney. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BlondeMoney or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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 Pension Trustees and prior to that at Kames Capital in Edinburgh.
We asked:

  • Are marketd underestimating the inflationary impact of tariffs?
  • Is there still value in the US markets given the meteoric rise of the MAG7?
  • Why do you see more rate cuts from the Bank of England?
  • Is Japan's renaissance real this time?
  • Why do you still recommend holding Gold?
  • What does McCarthy-era America tell us about Trump 2.0?
  continue reading

29 episodes

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