Kevin Kidney, Head of Investments, discusses Japan, and the new all-time highs in Japanese equities after the landslide victory for Prime Minister Takaichi in parliament. This allows the party to move ahead with there growth positive fiscal plans which has seen an uplift in wider global stock markets.

Kevin Kidney, Head of Investments, is joined by Investment Analyst, Harry Southren, to discuss the recent economic data, that points to stronger growth for the US and UK ahead, as well as the Bank of England’s decision to hold interest rates. The team also cover the recent volatility in precious metals which has seen Silver down 12% this week.

Kevin Kidney, Head of Investments, discusses the recent volatility in commodities, the upcoming US jobs data, which is expected to confirm the trend of weak growth we have seen over the last six months, and the trajectory of interest rate policy in the US and UK.

Paul Durrans and George Bell, Investment Directors, discuss the ongoing US earnings season with a particular focus on the Tech heavyweights. In addition, they discuss the global equity performance as well as the Federal Reserve’s decision to leave interest rates unchanged.

Matt Henderson, Portfolio Manager, discusses the rise in gold prices in light of geopolitical uncertainty, Trump’s effect on global equity markets following his proposed acquisition of Greenland, as well as the upcoming earnings announcement from major US tech companies.

Paul Durrans, Investment Director, is joined by Investment Analyst, Lexi Herriott, to discuss the recent volatility in global equities after President Trump’s announcement that the US plans to acquire Greenland. They also shed some light on the volatility within the Japanese bond market as well as discuss the latest UK inflation and labour market data.

Sebastian Mackay, Investment Director, discusses the impressive performance of precious metals in the market and the driving factors behind it, as well as the positive surprise for UK growth data, and the ongoing earnings season results.

Joe Forward and Anna Sewell, Investment Analysts, discuss the Federal Reserve’s road to further interest rate cuts in the US, the UK’s recent GDP print, and the first reports from earnings season.

Kevin Kidney, Head of Investments, discusses what is driving stock markets, the complexity US jobs market data presents, as well as a look ahead to US inflation data and the UK’s GDP print for November.

Paul Durrans and George Bell, Investment Directors, discuss the strong start to global equities in the first week of the year, the surge in US productivity and why US interest rate cuts near-term are unlikely.