In this investment special, Anna Macdonald and Matt Britzman unpack a packed week for markets. They explore falling oil prices and what renewed supply-chain resilience could mean for inflation and elections, before turning to sharp moves in UK government bond yields and the surge in UK M&A activity. The conversation then shifts to the US, where Nvidia once again delivers blockbuster results, sparking a deep dive into AI, chips, competition and China’s role in the global tech race.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Tax rules can change, and benefits depend on personal circumstances. Investments can fall as well as rise in value, so you could get back less than you invest. Past performance is not a guide to the future. This is not a recommendation to buy, sell or hold any investment.

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As Sir David Attenborough joins over 16,000 centenarians in the UK, we’re discussing whether you need to rethink your retirement as life expectancy continues to soar. With the state pension age set to rise in the coming years, what are the implications for how you should be planning to use your pension pots?

We discuss not just life expectancy, but quality of life. How can work adjust for those who are having to work longer? And we talk about the importance of knowing where all of your pensions are, and how you might be able to find any lost pension pots.

This podcast isn’t personal advice. If you’re unsure what’s right for you, seek financial advice. Pension and tax rules can change, and benefits depend on personal circumstances.

Hosted on Acast. See acast.com/privacy for more information.

In this episode, introducing Anna Macdonald, our new Investment Strategy Director, taking her seat alongside Matt Britzman to unpack a turbulent week in markets. From UK political uncertainty and rising bond yields to the global impact of inflation and Middle East tensions. They explore why banks are faltering, yet US markets remain resilient, and dive deep into the AI-driven surge powering big tech and semiconductor stocks.

This podcast was recorded on May 12 2026 and all information was correct at the time of recording.

Nothing in this podcast is personal advice – you should seek advice if you’re unsure what’s right for you. Investments rise and fall in value, so you could get back less than you invest. And past performance is not a guide to the future

Hosted on Acast. See acast.com/privacy for more information.