Matt Henderson, Portfolio Manager, breaks down why earnings season, where companies review their quarterly figures and cast projections for future performance and developments, is vital to equity markets.

Paul Durrans, Investment Director, looks at President Trump’s first day of office and the stock market reaction to comments and executive orders. Announcements on a large joint venture from OpenAI, SoftBank and Oracle boosted markets and Netflix posted corporate earnings showing increases to subscribers and revenue.

George Bell, Portfolio manager, covers President Trump’s inauguration speech and what can be expected of US economic policy, both foreign and domestic. George also gives an update on the health of the UK jobs market and the challenges that poses for the Bank of England on inflation

Sebastian Mackay, Investment Director, looks to the imminent inauguration of President Trump. With key policies on tariffs and deregulation, the critical question from markets is whether his business friendly policy will be enough to counteract fiscal spending in a resilient US economy.

Paul Durrans, Investment Director and Matt Henderson, Portfolio Manager, look at recent moves in global bond markets and why they are a compelling opportunity looking forward. Furthermore, they look at the better than expected inflation data from the UK and the US which has seen a strong rebound in global equities.

Sebastian Mackay, Investment Director, looks at the recent inflation figures coming out of the US and UK and the impact it has had on equity and bond markets. Are both respective economies out of the woods regarding the upside risk to inflation?

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.