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Former Bank of England Chief Economist Andy Haldane joins Merryn Somerset Webb to unpack why the UK may feel poorer, more fragile and seemingly out of options—despite sitting on untapped wealth and world-class innovation. From tough fiscal trade-offs and rising taxes to the surprising strength of private balance sheets, he argues the UK’s problems may be serious—but they’re far from unsolvable. The big question: can policymakers unlock growth before patience and confidence runs out?

Former Bank of England Chief Economist Andy Haldane joins Merryn Somerset Webb to unpack why the UK may feel poorer, more fragile and seemingly out of options&mdash;despite sitting on untapped wealth and world-class innovation. From tough fiscal trade-offs and rising taxes to the surprising strength of private balance sheets, he argues the UK&rsquo;s problems may be serious&mdash;but they&rsquo;re far from unsolvable. The big question: can policymakers unlock growth before patience and confidence runs out?

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

Andy Haldane on Britain’s Fiscal Squeeze and Growth Problem

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4ce5ec65-fada-4d71-8fb3-b438016003e5/transcript

On this week's markets wrap, hosts Merryn Somerset Webb and John Stepek explore how markets are navigating a world of constant geopolitical “mini-crises,” where uncertainty keeps investors reactive rather than predictive. They discuss warning signs from corporate earnings, the fragile but not collapsing UK economy, and the growing disconnect between gloomy sentiment and relatively stable data.

On this week's markets wrap, hosts Merryn Somerset Webb and John Stepek explore how markets are navigating a world of constant geopolitical &ldquo;mini-crises,&rdquo; where uncertainty keeps investors reactive rather than predictive. They discuss warning signs from corporate earnings, the fragile but not collapsing UK economy, and the growing disconnect between gloomy sentiment and relatively stable data.

Markets in a Permanent Mini-Crisis: Why Investors Are Waiting, Not Predicting

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/56bb585b-9a0a-43c9-a483-b43600b2b340/transcript

Merryn Somerset Webb and John Stepek discuss the ongoing push into private markets by Britain's largest workplace pension scheme (by membership), the National Employment Savings Trust. NEST plans to invest roughly £30 billion of its members' cash in private markets by the end of the decade. But what if you don't want your money invested in private assets? The pair discuss what you can do as an individual, and also look at the questions the plan raises about transparency, investor awareness, and whether - and how - savers should have more say in where their money is invested.

Merryn Somerset Webb and John Stepek discuss the ongoing push into private markets by Britain's largest workplace pension scheme (by membership), the National Employment Savings Trust. NEST plans to invest roughly &pound;30 billion of its members' cash in private markets by the end of the decade. But what if you don't want your money invested in private assets? The pair discuss what you can do as an individual, and also look at the questions the plan raises about transparency, investor awareness, and whether - and how - savers should have more say in where their money is invested.

Your Pension, Your Problem? Inside Nest’s Big Investment Shift

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/939bad77-ca2a-42d3-a2a2-b43400911312/transcript

Merryn Somerset Webb speaks with Ruffer fund manager Alexander Chartres about investing in a world marked by receding US dominance and a more inflation-prone, shock-driven global economy. Chartres argues Donald Trump is just an accelerant to changes that have been developing since the end of the Cold War. Traditional market assumptions like reliable hedges and stable globalization are breaking down, requiring more active, diversified investment strategies. Chartres highlights opportunities in commodities, energy, China technology and repurposed industrial capacity, while warning that political volatility and structural change will define markets for years to come.

Merryn Somerset Webb speaks with Ruffer fund manager Alexander Chartres about investing in a world marked by receding US dominance and a more inflation-prone, shock-driven global economy. Chartres argues Donald Trump is just an accelerant to changes that have been developing since the end of the Cold War. Traditional market assumptions like reliable hedges and stable globalization are breaking down, requiring more active, diversified investment strategies. Chartres highlights opportunities in commodities, energy, China technology and repurposed industrial capacity, while warning that political volatility and structural change will define markets for years to come.

How to Invest Amid an Upended Global Financial Order

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1c069af5-87dc-4db6-971d-b42f01131250/transcript

Andy Haldane on Britain’s Fiscal Squeeze and Growth Problem

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