In this episode of Insight Talks, our experts reflect on UK news flow over the last month, including the most recent Bank of England meeting, various economic data releases and the looming Autumn Budget which has been grabbing a lot of column inches in recent weeks.

James, Isabel and Giles discuss the start of the Federal Reserve’s rate cutting cycle in the US, plus the ongoing malaise in the Chinese economy including policymakers’ recent stimulus package announcement.

We then consider the ongoing and escalating conflict in the Middle East and touch on the latest developments in the US presidential race.

This podcast is brought to you by Close Brothers Asset Management – closebrothersam.com – and features James Tulloch, Senior Investment Specialist, in conversation with Isabel Albarran, Investment Officer and special guest Giles Parkinson, Head of Equities.

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.