Paul Durrans, Investment Director, discusses US equities, which have reached another all-time high last week following the trade agreement between the US & China and Q3 earnings reports that have exceeded expectations. This week the focus will shift to the UK and the latest interest rate decision from the Bank of England, with the market consensus for it to remain unchanged at 4%.
Kevin Kidney, Head of Investments, and Sam Elliot, Investment Analyst, focus back on the US and the Federal Reserve’s decision to cut interest rates by 0.25%, taking it below 4% for the first time since late 2022.
Sebastian Mackay, Investment Director, discusses the recovery in global equities, US inflation data and the progress in the US-China trade deal. We also hear about the reasoning behind the 5% drop in gold prices seen last week, and performance of the UK gilt market.
Kevin Kidney, Head of Investments, and Anna Sewell, Investment Analyst, discuss the latest UK borrowing and inflation data and what that means for the Bank of England's future interest rate cuts.
Sebastian Mackay, Investment Director, discusses the ongoing back and forth between the US and China on trade, concerns about US tech valuations and their effect on investor sentiment. The US government shutdown is still in effect, delaying official data releases but Q3 company earnings releases are so far encouraging
Paul Durrans, Investment Director, and Lexi Herriott, Investment Analyst, discuss the latest UK economic data, some key comments from Rachel Reeves this week, and why gilts have rallied in response.
Matt Henderson, Portfolio Manager, discusses the asset market volatility seen at the end of last week, due to rising tensions between the US and China over trade agreements on rare earth minerals. Matt also covers the market expectations as we move into US earnings season.
Kevin Kidney, Head of Investments, and Paul Durrans, Investment Director, discuss the US government's shutdown and how this has affected the Federal Reserve’s interest rate cut considerations. With little sign that the government will reopen soon, equity investors are turning their attention to the forthcoming Q3 earnings season.
Sebastian Mackay, Investment Director, discusses the new highs seen in equities, gold and bitcoin at the end of last week, as well as the spike in Japanese markets after the announcement of their new Prime Minister, Sanae Takaichi.
Kevin Kidney, Head of Investments, is joined by Paul Durrans, Investment Director, and George Bell, Portfolio Manager, to celebrate 10 years of True Potential Portfolio’s. The team discuss asset market movements, US tariffs, and how these have affected client portfolios, as well as looking ahead to 2026.
George Bell, Portfolio Manager, discusses the recent comments from Federal Reserve Chairman Jerome Powell, around the two-sided risks the US central bank faces with inflation and employment.
Matt Henderson, Portfolio Manager, and Joe Forward, Investment Analyst, discuss the quarterly performance of equities, fixed income and alternatives, and how that has affected multi-asset investors.
Kevin Kidney, Head of Investments, discusses the Federal Reserve's interest rate decision last week and the balance they are trying to strike between unemployment and inflation. Despite weak jobs growth in the US, the stock market is at new highs as the US economy remains in an investment and earnings boom, which is positive for multi-asset portfolios.
Kevin Kidney, Head of Investments, and Faye Graham, Investment Analyst, discuss the Federal Reserve’s decision to cut interest rates by -0.25%, the Bank of England's decision to hold interest rates, and the effects of True Potential Portfolios.
Matt Henderson, Portfolio Manager, discusses asset returns from last week and the upcoming US interest rate decision, as well as the refreshed economic projections from the Federal Reserve.
Paul Durrans, Investment Director, and Lexi Herriott, Investment Analyst, discuss the US inflation figures for August, the ongoing concern of higher prices from tariffs, and how the market reaction has impacted multi-asset investors.
Paul Durrans, Investment Director, discusses the weakness in US labour market data and how it could affect future interest rate cut projections for the Federal Reserve. US inflation data will also be released later this week, with expectations for it to edge higher from 2.7% to 2.9% and further away from the central banks 2% target.
Join Portfolio Manager George Bell and Investment Analyst Sam Elliott as they discuss why 30-year UK Gilt yields hit a 28-year high this week and why it matters, along with an update on the health of the US jobs market and interest rate expectations.
Kevin Kidney, Head of Investments, discusses the upcoming US jobs data and the impact it may have on the all but guaranteed interest rate cut from the Federal Reserve. Should the data be weak, expectations are for a- 0.5%-pts cut rather than a -0.25%-pts cut, stronger data may lead the market to push out current expectations for further interest rate cuts.
Investment Directors Sebastian Mackay and Paul Durrans discuss Nvidia’s Q2 results, which beat expectations for earnings and revenue. They also cover the market reaction to President Trump’s attempted dismissal of a Federal Reserve board member and France calling a no-confidence vote amidst strains on public finances.
