Time in the Market

Hosted by Invesco

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Episodes

187

Latest episode

Nov 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

November 9, 202631 min

Ben Squared Podcast: 9th November 2026 – The Midterm Investment Fallout

In the latest Ben Squared podcast the resident duo discuss the emphatic US Midterm results and the degree to which the outcome shaped investment performance in both the Tech and Energy sectors. Time is also found to review the impressive recent US Jobs Report as well as the hawkish pivot from the Bank of England. This podcast was recorded on 9th November 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.

November 2, 202643 min

Ben Squared Podcast: 2nd November 2026 – The Political Consequences of a Modest Budget

In the latest Ben Squared podcast we welcome a returning favourite, Graham Hook, to the studio, to offer his take on the Budget and the political consequences of delivering only modest change. In particular we focus on the timing and execution of the bolder policy intentions of this government, and the prospect of an early General Election. Graham is Invesco’s Head of UK Government Relations and former Government Adviser and, therefore, is able to offer specialist insight on this fascinating topic. This podcast was recorded on 2nd November 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.

October 26, 202639 min

Ben Squared Podcast: 26th October 2026 – Reviewing Bank of England Expectations

In the latest Ben Squared podcast, the resident pairing return to the ever popular and emotive topic of UK interest rates. The conversation specifically covers a review of the latest UK economic data and what they could mean for interest rate decisions - both in the short and medium term. Time is also spent reviewing recent AI performance and whether bonds and the US dollar can serve as useful diversifiers amidst this challenge. This podcast was recorded on 26th October 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.

October 20, 202622 min

Ben Squared Podcast: 20th October 2026 – A French Encore plus AI Wobbles

In the latest Ben Squared podcast, the resident pairing return to the challenges confronting French policy makers and French assets before pivoting to the heightened volatility observed within AI stocks. The conversation concludes with thoughts on the recent IMF economic forecasts and whether they aligns with, or contradict, current investment strategy. This podcast was recorded on 19th October 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.

October 12, 202635 min

Ben Squared Podcast: 12th October 2026: Bond Markets – Un Problème?

In the latest Ben Squared podcast, the resident pairing again devote much of their time discussing bond markets. This week, however, there is a clear focus on the challenges presenting within French bonds and what this could mean for broader European assets and the single currency? Also up for debate are the ramifications of military escalation in the Middle East and how this may shape central bank policy and bond market form. Finally, the duo discuss what they’re looking out for in the imminent earnings season, kicking off with US banks. This podcast was recorded on 12th October 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.

October 8, 202634 min

Time in the Market: Episode 42 – Debating Investment Strategy with Andrew Spence (Aspen Advisers)

In the latest episode of our award-winning series we are thrilled to welcome Andrew Spence, CEO and Founder of Aspen Advisers. In another fast moving and fascinating conversation, we learn of Andrew’s motivations to launch an independent financial firm after a lengthy career in the City, the values that shape Aspen’s investment approach and, as always, debate how this philosophy is impacting Aspen’s current investment strategy. This podcast is for UK Professional Investors Only. Capital at Risk. Hosted on Ausha. See ausha.co/privacy-policy for more information.

October 5, 202633 min

Ben Squared Podcast: 5th October 2026: Breaking Bond, “I am the danger”

In the latest Ben Squared podcast the resident pairing continue to discuss the dramatic action unfolding in bond markets, debating whether yields can climb yet further or if an opportunity is starting to present? Also up for debate is the building momentum in the US dollar and whether or not an emotive speech from UK PM, Andy Burnham, poses a threat to the gilt market?. This podcast was recorded on 5th October 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 28, 202634 min

Ben Squared Podcast: 28th September 2026: Bond Yields Climbing… Why and is this a Problem?

In the latest Ben Squared podcast the resident pairing discuss the increasingly dramatic action in bond markets, attempting to rationalise why bond yields are climbing and the extent to which this outcome threatens the equity market. The duo also find time to review the market relevant takeaways from the Trump/Xi Summit, as well as offering thoughts on a potential US export ban on diesel. This podcast was recorded on 28th 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 22, 202631 min

Ben Squared Podcast: 22nd September 2026: Fed Hikes, BoE on Hold… What Next?

In the latest Ben Squared podcast the resident pairing discuss last week’s interest rate decisions from both the US Federal Reserve and the Bank of England. The conversation looks at the economic conditions driving the latest policy choices and whether we are on the cusp of a pronounced hiking cycle. Time was also made for some high level comments on the theme of ‘deglobalisation’, along with a brief comment on the very recent strength in Technology stocks. This podcast was recorded on 22nd 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 14, 202631 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.