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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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 06 July 2026

US Economy Cooling Sparks Market Optimism

The podcast highlights a range of economic and market dynamics, starting with the cooling U.S. economy, which has impacted job openings and shifted perceptions around interest rate hikes. Oil price stabilization is noted as a factor alleviating inflation pressures. Significant attention is given to the revival in sectors such as financials and consumer goods, and the emerging role of AI in healthcare, possibly leading to a rapid drug development pipeline.

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

Previous episodes

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Apple's steady path amid tech sector woes

Sam and Ben discuss how rising AI and semiconductor investment is reshaping the tech sector, putting pressure on cash flows and limiting share buybacks among major technology companies.

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Market Uncertainty: The New Normal?

Ben & Ahmer discuss market reactions to US-Iran tensions, a ‘new normal’ of uncertainty, and UK bonds offering ~5% yields amid UK political risk.

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Peace deals and market thrills: a week to remember

Sam and Ben break down a tumultuous week in the markets, including the surprise peace deal between the USA and Iran, and shifting tensions involving Israel and Lebanon

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AI, employment, and the future workforce dynamics

The episode explores signs of a strengthening US economy, rising job openings, and how this complicates interest rate decisions amid inflation concerns.

View all episodes

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