In this episode, James and Giles discuss global equity markets, the uncertain path of tax, spending and tariff policies in the US, and the inflation and growth implications of these. They also consider the Trump Administration’s recent budget plan for tax cuts and spending that we saw towards the end of February.

Our experts also explore the apparent trends of protectionism and economic nationalism, and how they might be affecting growth forecasts.

James and special guest Matthew discuss and the current the landscape for income investing, and how it may be affected by cyclical interest rate trends.

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, Head of Collectives, Matthew Stanesby.

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.