Kevin Kidney, Head of Investments, gives insight into the UK economy after the surprise fall in inflation which has came in at 2.5%. Kevin also looks at the convergence in bond market behaviour between the UK and US while highlighting that the UK lacks the economic growth of America.

Matt Henderson, Portfolio Manager, looks at the link between fixed income and currency markets and how the weakness in pound sterling will create further inflationary pressures in the UK.

George Bell, Portfolio Manager, looks at the recent moves in bond markets and what has been driving US government bond yields higher. George also looks at how this correlates with UK Gilts as well as a look a look ahead to upcoming data from the UK, US and China.

Chris Leyland, Director of Investment Strategy and George Bell, Portfolio Manager, look at equity markets movements, the recent US data prints, as well as reflect on statements from the Federal Reserve on interest rate trajectories.

Today, Chris Leyland, Director of Investment Strategy, looks at the interest rate projections from the Federal Open Market Committee (FOMC) and the potential for more volatile US inflation. Chris looks at comments from Federal Reserve Chairman, Jerome Powell, who believes they must proceed with caution with Trump’s inflationary policy on the horizon.

Paul Durrans, Investment Director, looks at how the ongoing strength of the US economy and the acceleration of business activity has caused further weakness in US government bonds. The moves suggest that the Federal Reserve may have to press pause on lowering interest rates.

George Bell, Portfolio Manager, looks at the global market reaction to further developments on Trump's tariff policies and what it could mean for US technology companies. George also covers further economic data points for the US on manufacturing as well as a look ahead to the Federal Reserve speeches and what to expect.

As we move into 2025, Matt Henderson, Portfolio Manager, reviews 2024 asset markets with a look at equities and fixed income as well as a look ahead to interest rate cut expectations for major central banks.

In our final video of the year, Kevin Kidney, Head of Investments and Sebastian Mackay, Investment Director, reflect on the last twelve months in markets. They also discuss what the upcoming year may bring with  President Elect Donald Trump and how US policy could shape global markets.

Kevin Kidney, Head of Investments, looks at the Federal Reserve’s decision to cut interest rates by 0.25% and the impact that this and the 2025 policy revisions have had on bond and equity markets.