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.

Paul Durrans, Investment Director, discusses the latest developments from the Federal Reserve which saw global equities rally on Friday. Paul discusses the market moves but also the challenges the Federal Reserve still faces in the weeks ahead. Furthermore, the US tech sector is in focus this week with an important update from Nvidia.

Kevin Kidney, Head of Investments, and Sebastian Mackay, Investment Director, discuss the increasing UK inflation and the challenges it presents to the Bank of England on their interest rate cut trajectory.

Kevin Kidney, Head of Investments, discusses the upcoming UK inflation data due on Wednesday, and with UK CPI currently the highest across the G7, the Bank of England must revise its interest rate projections.

In a special portfolio update episode, Kevin Kidney, Head of Investments, is joined by George Bell, Portfolio Manager, and Lexi Herriott, Investment Analyst, to discuss the True Potential Portfolio performance for Q2, and the driving factors behind the returns.

Matt Henderson, Portfolio Manager, looks back at what was a strong week for multi-asset investors last week, as Global Equities posted positive returns. He’ll also look ahead to the upcoming UK GDP and US inflation data set to be announced this week and the impact these could have on their respective regions.

This week George Bell, Portfolio Manager and Joe Forward, Senior Investment Analyst discuss the bounce back in the markets after another series of tariffs laid out by Donald Trump. In addition, they dive into the Bank of England’s decision to cut interest rates by 0.25% to 4.0%. 

#truepotential #tariffs #interestrates #inflation #trump #federalreserve 

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