Time in the Market

Hosted by Invesco

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Episodes

176

Latest episode

Aug 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

September 7, 202626 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.

September 1, 202635 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.

August 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.

August 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.

July 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.

July 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.

July 16, 20262 hr 39 min

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.

July 14, 20262 hr 57 min

Ben Squared Podcast: 14th July 2026 – A New PM, a Policy Discussion with Graham Hook

In the latest Ben Squared podcast Invesco’s Head of UK Government Relations, Graham Hook, takes the spot of our Global Head of Research resident, Ben Jones, who remains on his ‘Strategic Family Offsite’. The conversation necessarily pivots to politics, asking what policy choices might be coming and when, what appointments might be coming and when, and what market reaction we might see… and when!? This podcast was recorded on 14th 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.

July 7, 20261 hr 52 min

Ben Squared Podcast: 7th July 2026 – Interest Rates, The Burnham Bounce and the Korean Chipwreck

In the latest Ben Squared podcast the resident pair discuss the latest US jobs report and the implications for US interest rate policy. The conversation then moves closer to home as we learn more about the likely next PM’s policy choices, reflecting on the impact on the UK economy and what’s next for UK interest rates. Time is also reserved to discuss the latest bout of volatility in Korean stock markets as volatility again comes to the fore. This podcast was recorded on 7th 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.

July 1, 20262 hr 1 min

Ben Squared Podcast: 1 July 2026 – A First Half Review and the Chipwreck

In the latest Ben Squared podcast the resident pair discuss the form of markets (and investment calls) in the first half, offering explanations behind relative performance of regions and asset classes, and expectation for the remainder of the year. Time is also reserved to discuss the latest bout of volatility from AI and AI related stocks. This podcast was recorded on 30th 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.