Insight Talks

Our experts dive into the topic that is currently on everyone’s mind – Trump’s tariffs – and consider the aftermath of the global market reaction which we saw in April (02:10). James and Giles discuss US currency reaction (07:16) to the announcements and the potential impact on global economic growth we may see into the future.  

Roohi and James (14:20) explore recent consumer trends in sectors like the luxury goods market (17:49) against a market backdrop dominated by the uncertainty of US tariff announcements. We also look at changing consumption trends we are seeing in the beverage alcohol industry (19:42) and the impact this might have on beverage alcohol companies into the future.  

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 Equity Research, Roohi Siddiqui.

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. 

This month, Tony and Giles consider President Trump’s tariff announcement out of the US, and discuss the fallout from so called ‘Liberation Day’ (01:37). Our experts go beyond the headlines and consider the market reaction to this geopolitical news both globally and here at home (05:45).  

Valeria and Tony discuss recent trends in open-source generative AI and what the arrival of DeepSeek on the scene might mean for the industry. We consider how the adoption and acceleration of this technology may affect markets and geopolitics in the short and long term (14:10).  

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 special guest, Deputy Head of Equity Research, Valeria Moore.

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. 

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. 

In this episode, James and Giles discuss the public release of new AI chatbot app, DeepSeek and the dramatic effect we saw this have on US technology sector stocks in recent weeks. 

James and special guest, Andrew, discuss recent local and global market impacts on UK Government Bond (or Gilt) markets. 

Finally, our experts explore the aftermath of a second Trump Inauguration, including much anticipated trade tariffs, and how the UK Government is faring post a lukewarm market response to October’s Autumn Budget. 
  

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

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. 

In our first episode of 2025, our experts summarise market themes and the prevailing macroeconomic backdrop we saw in 2024 and look ahead to what might be in store for 2025.  

James and Giles also discuss the latest global interest rate news, including December rate cuts made by the US Federal Reserve, the Bank of England’s Monetary Policy Committee’s most recent meeting and the European Central Bank interest rate cut of last month.  

Finally, we also explore the proposed EU-Mercosur free trade agreement between the EU and a group of South American countries. 

This podcast is brought to you by Close Brothers Asset Management – closebrothersam.com – and features James Tulloch, Senior Investment Specialist, in conversation with 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.

In our last episode for 2024, our experts discuss the formation of the new US government, as President-elect Trump begins to assemble his top table and the latest in US economic data.

Back across the pond, we reflect on recent Bank of England rate cuts plus GDP and inflation prints we’ve seen post October’s Autumn Budget.

We turn our attention globally to November’s COP 29 and hear our special guest, Responsible Investment Analyst, Isabella Champion-Sinclair, talk through her key takeaways from this most recent climate change conference.

Finally, James and Giles reflect on the year that was 2024 and look ahead to 2025.

This podcast is brought to you by Close Brothers Asset Management – closebrothersam.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities. We are also pleased to feature special guest, Isabella Champion-Sinclair, Responsible Investment Analyst.

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.

In this US Election special episode of Insight Talks, our experts go beyond the headlines and reflect on this fast-moving news event.

At the time of recording, the Republican Party have retaken control of the US Senate, with the Democrats losing the majority vote. 

James, Isabel and Giles discuss this result and key policy areas to watch under a Trump presidency, such as tariffs, immigration and more.

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 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.

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.

In this episode of Insight Talks, Isabel and James discuss global markets and recent market volatility we’ve experienced over the summer. James and special guest Giles take a deep dive on this recent volatility, talk through the potential reasons behind it, and the current outlook for global equity markets. 

Our experts go on to discuss US economic data, the latest Jackson Hole gathering and recent developments in the US Presidential race. 

James and Isabel then turn their attention to the UK, looking ahead to the next Bank of England meeting and the upcoming Autumn Budget, due at the end of October.

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.

In this episode of Insight Talks, Isabel and James discuss central bank activity, including the latest Bank of England Monetary Policy Committee and US Federal Reserve meetings. 

Our experts talk through the recent major developments in the US presidential race and the latest goings on in Westminster, including Chancellor Rachel Reeves' statement to parliament last week. 

We also touch on the month in markets, the latest on Bank of Japan and recent key policy meetings in China. 

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.

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.