Welcome to the latest Just Williams podcast, in which Abi Ostler invites podcast regulars Duncan Williams and John Newsome to muse on the latest goings-on in the world on investment.

The theme this time is a look back at the significant moments of 2025, and what they potentially mean for the upcoming year, so be ready for lots of Geopolitical updates.

We begin at home with the recent performance of the FTSE, and then turn our attention to Venezuela, Greenland and Taiwan, and the ramifications for oil, minerals and microchips. There is a review of recent market performance and look at what is driving the value of both gold and silver.

For the last time in 2025 we drop in on the team at Williams Investment Management. And because it's the last one then it's time to look back to the market predictions that Abi, Val, John and Duncan made a year ago, to see how they got on.

As you would expect there were some bullseyes, as well as some darts that completely missed the board, all of which will be discussed and explained.

And of course it wouldn't be the festive special if we didn't have another crack, so Val, Kimi, James, John and Duncan are soon back at the oche with best guesses for next year. Pitching for glory, and attempting to get the Ally-Pally crowd to its feet. We hope you enjoy it.

Thank you for listening, and all the very best for Christmas and the New Year!

Welcome back to another episode of the Just Williams podcast. Today Abi Ostler is joined by Duncan Williams, Valerie Wade and John Newsome to discuss the things that are making news in the investment markets, both here and around the globe.

There is some hangover chat from the recent budget, including how it might impact the inflation stats over the coming months, as well as an update on the jobs market in the U.S. There is also a very pertinent and timely reflection on service levels within the sector.