Kevin Kidney, Head of Investments, discusses the US stock market recovery as tariff threats recede, the data that points to a bounce in US growth, and a resilient jobs market.

Matt Henderson, Portfolio Manager, recaps last weeks asset market returns before discussing escalating trade tensions between the US and China. Looking ahead this week and we have US and European data which will give further insight into ongoing effects from US tariff policy.

This morning, Investment Director, Sebastian Mackay, discusses the impact of President Trump’s recent tax bill and the US Treasuries’ credit rating on the largest economy in the world. With efforts being made to weaken the dollar and an extension of tax cuts in the US, how does this feed into globally diversified portfolios?

George Bell, Portfolio Manager, and Sam Elliot, Investment Analyst, discuss the Trump administration's recent tariff developments, the proposed ‘Big Beautiful Bill’, and the persistent sticky inflation in the UK which is challenging the Bank of England.

Sebastian Mackay, Investment Director, discusses the most recent UK inflation figures which came in above expectations for the month of April. The Bank of England's Monetary Policy Committee are divided in how to proceed with interest rate cut policy moving forward, and these figures will reinforce those who argue that the UK has a persistent inflation problem.

Paul Durrans, Investment Director, discusses the recent positive news for the UK economy but highlights some potential headwinds in the US tariffs and the increase in employer national insurance contributions that is yet to come through in the economic data.

Paul Durrans and Sebastian Mackay, Investment Directors, discuss the backtrack on tariffs, the market impacts, as well as emerging information surrounding how companies are reacting to cost increases. They also cover the current positive UK economic growth and potential future headwinds.

Paul Durrans, Investment Director, discusses the continuing recovery in global equities which has the S&P 500 only 4% from its all-time high. The momentum shifts back to US equities is driven by US tech stocks which have been further supported by a reported $600 billion investment pledge from Saudi Arabia to increase access to cutting-edge AI technologies.

Matt Henderson, Portfolio Manager, discusses the most recent tariff updatefrom the US, which has seen a drastic reduction in the rates between America and China for a 90-day period. Following the UK trade deal and China tariff reduction, markets responded positively, but will the US be able to come to an agreement with China?

Paul Durrans, Investment Director, and Sam Elliot, Investment Analyst, discuss the key reasons behind the recent equity market stabilisation, the extended drop in oil prices, as well as an update on tariff policy and ongoing international trade negotiations.