Join us for the latest episode of Talking Research, as Square Mile’s CIO, Mark Harries, is once again joined by James Ashley, Head of Market Strategy at Goldman Sachs Asset Management, and Hugh Gimber, Global Market Strategist at J.P. Morgan Asset Management.

Together, they explore whether the worst of Trump-related uncertainty is now behind us, how global central bank divergence is shaping investment strategy and where they see the most compelling opportunities and overlooked risks in today’s markets.

Don't have time to listen to the full episode, jump to your favourite part:

• 00:29 Are we beyond the worst of Trump and maximum market uncertainty
• 03:31 What macro themes do you think are underappreciated by markets currently and are demographic trends still important?
• 06:44 Are deglobalisation and geopolitical changes reshaping long-term investment assumptions?
• 09:51 How should we react as investors to the divergence in global central bank policies?
• 13:18 Are equity markets pricing in recession or a soft landing? What happens if we get a harder landing?
• 15:53 Where are you seeing the most compelling risk-adjusted returns today?
• 19:16 Is there any asset class you think is poised for a surprise comeback?
• 21:08 What is your base case for global economic growth for the next 12-18 months?

This podcast was recorded in June 2025. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns.

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