You want to invest in a market with political stability, low valuations and fast growing companies? Perhaps even one that might benefit from President Donald Trump’s deglobalisation agenda?

This week, host Merryn Somerset Webb is joined by Jose Manuel Silva, chief investment officer and partner of LarrainVial Asset Management, to discuss the place you should be looking - Latin America.

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In this week’s roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about Chancellor Rachel Reeves's tearful appearance in the House of Commons and how that spurred a UK market selloff amid speculation about her future. They also discuss The Times report that AstraZeneca, one of the London market’s top stocks, is thinking of upping sticks and moving to America, and the trend of private equity firms accumulating a record inventory of portfolio companies.

Read more:

https://mailchi.mp/verdadcap/2024-private-equity-fundamentals?e=0e6992a317:

https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders

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Days after Donald Trump’s election victory in November, we sat down with Pippa Malmgren, founder and CEO of the Geopolitica Institute and former advisor to President George W. Bush, and Helen Thomas, CEO of the consultancy BlondeMoney and former special advisor at the UK Treasury, to ask what they expected out of the US president’s second term.

On this week’s Merryn Talks Money, they join host Merryn Somerset Webb yet again. This time to discuss his policies thus far, what they think is going to happen next and what it all means for your investments.

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On this week's Merryn Talks Your Money, Merryn Somerset Webb and John Stepek, author of Money Distilled, talk about navigating your portfolio amidst Middle East tensions. The conversation was recorded on Monday afternoon.

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John Authers, senior editor for markets, Bloomberg Opinion columnist, and author of the Points of Return newsletter joins Merryn Somerset Webb and John Stepek to make sense of the market reaction to the US involvement in the Iran-Israel conflict.

Note: We recorded this conversation earlier today, before Iran’s retaliatory strikes at a US air base in Qatar. Traders drove stocks higher as oil tumbled, with the strikes seen as limited and unable to trigger a broader economic fallout.

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StoneX’s Director of Global Macro Strategy Vincent Deluard joins Merryn Talks Money to explain why he thinks economic downturns are going out of style. He also explains why he sees a July Correction, and how MAGA's war on Corporate America will play out.

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In this week’s roundup, Bloomberg UK Wealth Editor at Large Merryn Somerset Webb speaks with Money Distilled newsletter author John Stepek about the unsurprising UK inflation figures, the latest Bank of America Global Fund Manager Survey and why gold seems to be shining.

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