This month, Tony is joined by Giles and Roohi for a wide-ranging discussion on the economic and market developments shaping investor sentiment. They explore the potential impact of the upcoming Federal Reserve decision, the legal uncertainty surrounding US tariffs (1:40) and the implications of rising government bond yields 19:45).

Our experts also discuss NVIDIA’s (14:55) recent earnings and what they might reveal about the monetisation of AI, as well as the resilience of equity markets amid ongoing macroeconomic challenges. Roohi provides valuable insights into consumer behaviour (5:50) across income cohorts and regions, highlighting areas of strength and concern from the US to Latin America, Europe and India.

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 Roohi Siddiqui, Head of Equity Research.

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, it 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.