Merryn Talks Money

In this episode of Markets Wrap, Merryn Somerset Webb and John Stepek discuss the Bank of England’s latest rate hike, a record high for the FTSE 250 and the shrinking UK small-cap market. Plus, they look at the fallout from the US midterms and what it could mean for AI, data centres and markets.
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In the final episode of The Portfolio Reset, Merryn Somerset Webb and John Stepek answer listeners’ questions. They address when to rebalance, whether ready-made funds are really diversified, how to avoid investment regret, and whether the lessons of Warren Buffett, Ben Graham and Peter Lynch still hold up today.
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Merryn Somerset Webb sits down with Chris Clothier, co-chief investment officer at CG Asset Management, to discuss the fragile economics of the AI boom and what could bring the spending spree to an end. They also explore the case for inflation-linked bonds, the growing fiscal risks facing governments, where investors can find safe havens in stretched markets and why, despite his concerns about inflation, Clothier’s firm doesn’t own any gold.
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Merryn Somerset Webb and John Stepek are joined by Hargreaves Lansdown’s Anna Macdonald to unpack the UK Budget, from fiscal drag and tax complexity to what it means for investors and small businesses. Plus, they ask whether the market's drastic reaction to a mild disappointment from Alphabet is a sign that AI exuberance is nearing an end.

Clarifying note: In this episode Merryn said if the 40% tax threshold had gone up with inflation, it would closer to 100k than 50k. She meant if the threshold had gone in the same ratio as minimum wage.
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No investor can know exactly what markets will do next. So instead of trying to predict the next winner, the goal is to build a portfolio that can hold up across a range of scenarios — one that reflects your appetite for risk, your financial goals and how long you have to invest.
In the third and final episode of the series, Merryn Somerset Webb, John Stepek and Bloomberg experts break down the building blocks of a diversified portfolio and explore how different assets perform as economic conditions change. They explain how to combine those assets and where diversification can fall short. Because investing isn't about knowing what comes next. It's about building a portfolio resilient enough for an uncertain future.

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