This month, Tony and Giles consider President Trump’s tariff announcement out of the US, and discuss the fallout from so called ‘Liberation Day’ (01:37). Our experts go beyond the headlines and consider the market reaction to this geopolitical news both globally and here at home (05:45).  

Valeria and Tony discuss recent trends in open-source generative AI and what the arrival of DeepSeek on the scene might mean for the industry. We consider how the adoption and acceleration of this technology may affect markets and geopolitics in the short and long term (14:10).  

This podcast is brought to you by TrinityBridge – trinitybridge.com – and features Tony Whincup, Head of Investment Specialists, in conversation with Giles Parkinson, Head of Equities and special guest, Deputy Head of Equity Research, Valeria Moore.

We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.