Time in the Market

Hosted by Invesco

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Episodes

165

Latest episode

Jun 2026

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About the show

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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60 recent

June 16, 202631 min

Ben Squared Podcast: 16th June 2026 – Is this the Real Deal?

In the latest Ben Squared podcast the resident pair discuss the meaningful developments in US/Iranian diplomacy and the outlines of the formal deal announced by both parties. The discussion reflects favourably on the level of optimism running through markets, though also notes areas of caution to keep a close eye on. Beyond ‘deal making’ the conversation covers a busy week for central banks, and a potentially pivotal one at the Federal Reserve as the New Chair leads his first meeting.This podcast was recorded on 16th June 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.

June 9, 202630 min

Ben Squared Podcast: 9th June 2026 – Have we Seen the Equity Market Top?

In the latest Ben Squared podcast the resident pair discuss the material pick up in equity market volatility, focusing on the dominant AI theme. The debate covers the impact of recent earnings, the slew of IPOs hitting the stock market, and an increasingly hawkish narrative for the Federal Reserve. This podcast was recorded on 9th June 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.

June 2, 202633 min

Ben Squared Podcast: 2nd June 2026 – A New Fed Chair and a New Regime??

In the latest Ben Squared podcast the resident pair discuss the new appointment at the Federal Reserve and what impact we can expect him to have over the path of interest rates. Such decisions are not taken in isolation, however, with data having a material impact, hence a necessary review of the latest economic trends. Finally, some time is taken to reflect on the likely path for bond yields and stock markets. This podcast was recorded on 2nd June 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.

May 28, 202641 min

Time in the Market: Episode 39 – Ai is Flying! Why and What Next with Ashley Oerth?

In the latest episode of our award-winning series we are compelled to welcome Ashley Oerth, a Senior Invesco Investment Strategist, back to the podcast! Making a record-breaking 3rd appearance, we are desperate to hear Ashley’s views on why AI associated stocks are running so, so hot, and whether we are flirting with, or already in, bubble territory? We also want Ashley’s thoughts on opportunities outside of AI infrastructure and semi-conductor plays, and why her team’s geographical preferences (at first blush) don’t appear to align with a positive view on the AI theme. This podcast is for UK Professional Investors Only. Capital at Risk. This podcast was recorded on 21st May 2026Hosted on Ausha. See ausha.co/privacy-policy for more information.

May 26, 202631 min

Ben Squared Podcast: 26th May 2026 – The Conflict between Bonds & Equities

In the latest Ben Squared podcast the resident pair discuss the latest developments for inflation (both in the US and at home) and the impact this is having on interest rate expectation and bond market prices. Time is also spent discussing the resilience, if not outright strength, of equity markets in the face of this inflationary threat. This podcast was recorded on 26th May 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.

May 19, 202648 min

Ben Squared Podcast: 19th May 2026 – UK Politics & Investment, Featuring Graham Hook

In the latest Ben Squared podcast the resident pair welcome back returning favourite Graham Hook, Invesco’s Head of UK Government Relations. In a typically lively debate, the conversation centres upon the fate of our current Prime Minister and any potential changes to personnel and policy. In keeping with the Ben Squared mission, however, the discussion concludes by reviewing UK investment strategy, reflecting upon any potential political impact. This podcast was recorded on 19th May 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.

May 11, 202633 min

Ben Squared Podcast: 11th May 2026 – UK Elections, US Jobs and AI Heat

In the latest Ben Squared podcast the resident pair briefly discuss UK Local Election outcomes before pivoting to the far meatier topic of US jobs, economic resilience and a ‘ripping’ AI trade. This podcast was recorded on 11th May 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.

May 5, 202634 min

Ben Squared Podcast: “5th May 2026 – Ceasefire Breach, AI Flying, Central Bank Comms”

In the latest Ben Squared podcast the resident pair discuss the troubling developments in the Middle East. Specifically, the conversation focuses on both the direct and indirect fragmentation of supply chains, threatening further (and more persistent) inflationary pressure. Also on the agenda is the stunning form of AI related stocks, as well as US Federal Reserve personnel matters and Bank of England communication efforts. This podcast was recorded on 5th May 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.

April 28, 202644 min

Ben Squared Podcast: 28th April 2026 – Are We Looking at Market Complacency?

In the latest Ben Squared podcast our resident pair again discuss the developments in the Middle East, particularly as it relates to investments, focusing on the disparity between what appears a more sanguine view of the equity market versus a more cautious take from the bond market. Also on the agenda is the changing of the guard at the US Federal Reserve and what the next remine may look like, along with some thoughts on interest rate policy in a busy week for the major central banks. Finally, we also offer some brief commentary on the growing appeal of, and growing calls for, nuclear energy. This podcast was recorded on 28th April 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.

April 21, 202634 min

Ben Squared Podcast: 21st April 2026 – Grappling with Strait Curve Balls

In the latest Ben Squared podcast the conversation remains largely centered upon Middle East developments, with particular attention paid to the rapid change in sentiment and heightened confusion regarding the state of ‘openness’ of the Strait of Hormuz. Rather than attempt to iron out all the creases, however, the pair discuss how investment strategy can best manage this confusion, and what elements of proceedings/the data to focus upon. Time is also taken to review the latest jobs and inflation data in both the UK and US, as well as central bank communications, to determine what this may mean for the respective path for interest rates. This podcast was recorded on 21st April 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.