What is "capital-cycle" investing and why does it matter for your portfolio? Luke Bridgeman, Senior Partner and Portfolio Manager at Hosking Partners joins Merryn Somerset Webb for a discussion on why supply, not demand, is the key to finding the best investment opportunities. The pair also discuss investing in Japan, energy markets, and why the shipping industry might be easier to break into than you think.

What is "capital-cycle" investing and why does it matter for your portfolio? Luke Bridgeman, Senior Partner and Portfolio Manager at Hosking Partners joins Merryn Somerset Webb for a discussion on why supply, not demand, is the key to finding the best investment opportunities. The pair also discuss investing in Japan, energy markets, and why the shipping industry&nbsp;might be easier to break into than you think.

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

The Capital Cycle Is Turning

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/76b7116f-0eb3-4dfa-b6fe-b4a10186817f/transcript

Merryn Somerset Webb sits down with Sarah Coles, head of personal finance at AJ Bell, to discuss how gifting surplus income can help reduce your inheritance tax bill ahead of changes to the IHT treatment of pensions in April 2027.

Merryn Somerset Webb sits down with Sarah Coles, head of personal finance at AJ Bell, to discuss how gifting surplus income can help reduce your inheritance tax bill ahead of changes to the IHT treatment of pensions in April 2027.

How to Turn Income Into an Inheritance Tax Break

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3471a973-c12a-4bc4-8195-b4c7009ae607/transcript

Merryn Somerset Webb speaks with Ed Conway, economics and data editor at Sky News and author of Trade World, about the vast and often invisible supply chains behind the things we buy. They discuss whether decades of globalisation have made economies more resilient or dangerously dependent, China’s manufacturing advantage and whether the UK and Europe can rebuild their industrial base without giving up the cheap goods consumers have come to expect.

Merryn Somerset Webb speaks with Ed Conway, economics and data editor at Sky News and author of&nbsp;Trade World, about the vast and often invisible supply chains behind the things we buy. They discuss whether decades of globalisation have made economies more resilient or dangerously dependent, China&rsquo;s manufacturing advantage and whether the UK and Europe can rebuild their industrial base without giving up the cheap goods consumers have come to expect.

Ed Conway on the Hidden Supply Chains That Run the World

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f09543b4-42cd-4374-a4c9-b4c5007cd475/transcript

Britain’s bond yields are the highest in the G7, as renewed inflation pressures collide with rising defense costs and a government reluctant to make politically painful spending choices. This week, John Stepek is joined by Bloomberg macro strategist Simon White to discuss whether markets will ultimately force Britain’s hand, what Scott Bessent’s interventions mean for US Treasuries and the yen, and whether the AI boom is getting closer to a correction.

Britain&rsquo;s bond yields are the highest in the G7, as renewed inflation pressures collide with rising defense costs and a government reluctant to make politically painful spending choices. This week, John Stepek is joined by Bloomberg macro strategist Simon White to discuss whether markets will ultimately force Britain&rsquo;s hand, what Scott Bessent&rsquo;s interventions mean for US Treasuries and the yen, and whether the AI boom is getting closer to a correction.

Markets Wrap: Bessent's Big Bet, Bond Yields and the AI Bubble

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c258b03e-6457-4855-a75d-b4c200a6461e/transcript

The Capital Cycle Is Turning

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