Sebastian Mackay, Investment Director, recaps the economic impacts of last week's peace deal between the US and Iran and looks ahead to UK politics, which are coming into focus, with the expected succession of Andy Burnham as the new Labour leader becoming more likely.

George Bell, Investment Director, and Harry Southren, Investment Analyst, discuss Trump’s peace deal, and it’s economic impacts on oil prices, bond yields and the stock market, as well as the current challenges central banks face in navigating inflationary pressures, and deciding the path of the interest rate policy.

How have the markets reacted to the pending US Iran war resolution? Our Portfolio Manager, Matt Henderson takes a look at Global Equity markets following the news, and also analyses the key events driving markets this week. What could this mean for your money? Stay tuned to find out.

This week Investment Directors Paul Durrans and Sebastian Mackay discuss the largest IPO ever launched with Elon Musks's SpaceX, the strength of the US economy and the tech market sell-off. 

Kevin Kidney, Head of Investments, discusses the correction in US technology stocks from last week and its affects in wider markets, as well as a look ahead to US inflation figures and the expectations from the Federal Reserve on the path of interest rates.

Matt Henderson, Portfolio Manager, and Harry Southren, Investment Analyst, discuss the ongoing market effects of the US conflict with Iran, corporate earnings, which are being driven by expanding investment in AI related industries, as well as the latest US labour report which surprised to the upside in jobs added to the economy.

Kevin Kidney, Investment Director, discusses AI driven equity returns, its affect the bond market, and the central bank interest rate hike expectations for this month.

George Bell, Investment Director, and Anna Sewell, Investment Analyst, discuss the momentum in markets, driven by AI and technology, rising inflation concerns for central banks, and solid earnings results.

Sebastian Mackay, Investment Director, discusses the economic response to a fall in oil prices, the path of interest rates into the summer, and the strength of equity markets propelled by AI.

Kevin Kidney, Head of Investments, and Senior Product Specialist, Michael Thomson, discuss Asset Risk Consultants and their role in providing independent and objective data in assessing portfolio performance.