On the week Donald Trump retook the position of US president, a handful of banking stocks released strong results. Jemma Slingo joins host Dan Jones to explore what investors need to know about Trump’s potential impact, the differences between UK and US banks, and a broader outlook for the year. 

It’s then onto this week’s cover feature on creating five-year outlooks for markets. Alex Newman runs through his thinking behind the piece, the challenges that arise when predicting market moves, and his predictions for gold.

Last up, Julian Hoffman talks weight-loss drugs. He and Dan discuss what investors can expect in the year ahead, why Novo Nordisk’s results were disappointing, and more. 

Timestamps 

1:11 US banks

12:22 A five-year outlook

24:58 Biotech

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