This month, James and Giles discuss global equity trends for June which delivered some surprises considering recent geopolitical tensions and tariff uncertainty (1:10). Our experts consider potential rate cuts from the Fed later this year, after we saw subdued inflation and a weakening dollar in the US in June (2:30). 

James and Giles shift their focus to the impact – or lack thereof – of a turbulent Middle East upon global markets (5:06). Markets largely shrugged off the brief Israel-Iran conflict we saw in June, with oil prices spiking temporarily but stabilising following a ceasefire brokered by the US. 

Looking at home shores, we dive into the UK government’s Spending Review which revealed modest increases for health, education and defence, but cuts elsewhere (6:55) and look ahead to what might happen in the Autumn budget later this year.

Finally, Jon and James discuss the growing interest in private market assets and explore historical performance, growing accessibility for investors, and the impact of changing market conditions on this sector (9:50).  

This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities and special guest, Senior Equity Analyst, Jon Kirk.

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.