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Time in the Market: Daily Summaries Delivered
by Invesco
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago31 min
Ben Squared Podcast: 14th September 2026: US Inflation, Central Bank Policy and EM
In the latest Ben Squared podcast the resident pairing discuss the latest inflation print and whether it will be enough to compel the Fed to raise interest rates? The conversation also covers the read across to how other central banks may behave/respond, including the Bank of England, as well as any impact on other asset classes, including the dollar and Emerging Markets.This podcast was recorded on 14th September 2026.*This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
- 2 weeks ago26 min
Ben Squared Podcast: 7th September 2026: US Jobs, Fed Policy and Trump’s Guidance
In the latest Ben Squared podcast the resident pairing discuss the recent US jobs report and the potential impact it might have over the Fed’s imminent interest rate decision? The conversation also covers Trump’s calls for interest rate cuts and the degree to which this tallies with both the data and his ambition for lower borrowing costs. The final area of coverage is Europe, as the pair debate expectations for the ECB’s rate decision this week as well as the importance (or not) of recent German State Election. This podcast was recorded on 7th September 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
- 2 weeks ago35 min
Ben Squared Podcast: 1st September 2026: Bond Yields on the Rise – How Much of a Worry?
In the latest Ben Squared podcast the resident pairing discuss the recent climb in bond yields and the extent to which this does or doesn’t pose a threat to equity and wider bond markets? The conversation also covers recent central bank communication efforts and policy expectations before rounding out on AI earnings performance. This podcast was recorded on 1st September 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
- Aug 17, 202632 min
Ben Squared Podcast: 17th August 2026 – US Inflation, Global Choke Points and Water Levels
In the latest Ben Squared podcast the resident pairing discuss first, the most productivity enhancing tech equipment, before focusing on the core subject of US Inflation. The second half of the conversation then pivots to debate the threats and opportunities posed by ‘supply chain disruption’, as international water channels come into sharper relief, catalyzed by the Strait of Hormuz crisis and a VERY hot summer. This podcast was recorded on 17th August 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
- Aug 12, 202629 min
Ben Squared Podcast: 12th August 2026 – US Jobs, Interest Rate Policy and Earnings Breadth
After selfishly taking a week break, the Ben Squared Podcast is back to its regular cadence. This week the resident pairing discuss the health of the US jobs market, how such dynamics may shape US interest rate policy and the degree to which Earnings (both US and European) have been driving equity markets. This podcast was recorded on 12th August 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
- Jul 28, 202636 min
Ben Squared Podcast: 28th July 2026 – AI Disrupted, Middle East Choke Points and the Central Bank Dilemma
In the latest Ben Squared Podcast the resident pairing review the market’s dominant themes, chiefly the stuttering AI trade, Middle Eastern chokepoints and the central bank policy dilemma. This podcast was recorded on 28th July 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
- Jul 21, 202654 min
Ben Squared Podcast: 21st July 2026 – Geopolitics, AI and the Chancellor
In the latest Ben Squared Podcast Invesco’s Global Head of Research, Ben Jones, returns from his ‘Strategic Family Offsite’ to discuss the latest and most important news in markets. Topics this week include the resurgent kinetic action in the Middle East and what this means for inflation and central bank policy, the volatility within AI stocks and, finally, the appointment of John Healey as Chancellor and whether spending intentions threaten the gilt market. This podcast was recorded on 21st July 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.
- Jul 16, 20262h 39m
Time in the Market: Episode 41 – Investment Psychology Revisited with Emily Roberts
In the latest episode of our award-winning series we are thrilled to welcome back the likely architect of that award, Emily Roberts, a Global Equities fund manager at Invesco. In this episode the pair revisit the fascinating topic of ‘Investment Psychology’ framing the conversation in the context of current market structure and form. Beyond the relationship between the investment psyche and share prices, Emily also takes some time to reflect upon the impact similar process have on her judgement of company management. A thoroughly engaging 35 minutes, and surely a contender for more silverware! This podcast is for UK Professional Investors Only. Capital at Risk.Hosted on Ausha. See ausha.co/privacy-policy for more information.
About Time in the Market
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.
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