The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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0203 823 8829

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7 Minutes on Markets

Whether you’re an adviser or simply someone who wants to stay ahead of the week’s financial storylines, the 7IM podcasts deliver the essential context you need — straight to the point, grounded in data, and always forward‑looking.

Latest episode

Monday 23 February 2026

Adapting to change: the US market's new normal

This episode sheds light on the dynamics affecting the US and UK economies, highlighting the impact of AI and government spending on US growth. As these drivers wane, the underlying economy appears less robust. Meanwhile, the UK witnesses positive developments as inflation drops, leading to potential interest rate cuts.

The views and opinions expressed herein are those of the participants and do not constitute an investment recommendation. Past performance is not a guide to future returns.

Meet your hosts

Ahmer Tirmizi

Ahmer Tirmizi Head of Fixed Income Strategy Find out more

Ben Kumar

Ben Kumar Head of Strategy - Wealth, Investment and Public Policy Find out more

Sam Hannon

Sam Hannon Investment Manager Find out more

Shanti Kelemen

Shanti Kelemen Co-Chief Investment Officer Find out more

Previous episodes

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16 February 2026

Political stability vs economic growth: lessons from Japan

This episode examines Japan’s new political stability compared with the UK's instability and highlights Google’s 100‑year bond as a sign of long‑term corporate confidence.

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09 February 2026

Amazon's $200 billion AI gamble: market reactions

Ben Kumar and Sam Hannon discuss the Bank of England holding rates at 3.75% and Japan’s market boost driven by renewed political stability.

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02 February 2026

Big tech earnings: a mixed bag for 2026

This episode covers sharp swings in gold, silver, and tech stocks, plus how fast‑moving AI is boosting productivity and reshaping hiring.

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26 January 2026

Davos drama: Trump, gold, and the global market shake-up

Ben Kumar and Sam Hannon cut through market noise driven by global political events, from US unpredictability to Japan’s snap elections, with rising gold prices signalling weakening confidence in traditional US safe havens.

View all episodes

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