Welcome to the new episode of the Just Williams podcast, with Duncan Williams back in the 'asking-questions' chair and John Newsome in the 'one marked 'insightful perspective and pithy comment'.

The first part of this weeks pod is taken up with discussion of the Tariff plan dreamed up by the Trump administration, and whether it really stands together as a well-considered strategy. There is a little bit of chat about the economic landscape in the UK, and the question around future interest rate cuts and some reflection on the recent spate of elections.

Next they turn their attention to activity around Ethical funds, and the metrics that are employed to track share valuation.