About this episode

Bill Dinning discusses investment strategies and the impact of tariffs on inflation in the latest episode of BM Talks.

We are joined in our latest edition of BM Talks by Bill Dinning. He is Chief Investment Officer of W1M, the UK wealth and investment manager formed in 2024 through the merger of Waverton Investment Management and London and Capital Group. Bill was previously Head of Investment Strategy at Coal Pension Trustees and prior to that at Kames Capital in Edinburgh. We asked: Are marketd underestimating the inflationary impact of tariffs?Is there still value in the US markets given the meteo...

People in this episode

Host: BlondeMoney

Guest: Bill Dinning

Topics covered

• investment strategy
• inflation
• US markets
• wealth management
• tariffs

Keywords

• Bill Dinning
• W1M
• investment strategy
• inflation
• US markets
• tariffs
• wealth management

Mentioned in this episode

Organizations: W1M, Waverton Investment Management, London and Capital Group, Coal Pension Trustees, Kames Capital

Places: UK, Edinburgh

More episodes of BM Talks

• BM Talks: Kallum Pickering speaks · May 7, 2026 · 50 min
• BM Talks: Ben Ashby speaks · February 15, 2026 · 29 min
• BM Talks: Rob Ford Speaks about Gorton and Denton · February 6, 2026 · 38 min
• BM Talks: Mike Bell speaks · November 13, 2025 · 49 min
• BM Talks: Silvana Tenreyro speaks · November 9, 2025 · 36 min
• BM Talks: Mark Mcvitie speaks · September 29, 2025 · 43 min

Explore listener stats, chart rankings, contacts and more on the BM Talks podcast page.