Matt Henderson, Portfolio Manager, discusses the most recent UK inflation data and how that may affect the Bank of England’s upcoming interest rate decision. We also get a look ahead at how geopolitical tensions may impact the Federal Reserve’s perspective on the US interest rate trajectory.

This Morning, Head of Investments, Kevin Kidney discusses the market reaction to the evolving conflict in the Middle East. With oil prices rising by 11% and both equities and gold falling in price,  the markets have concerns over how these events will shape inflation going forward. Will the conflict have an ongoing effect to the markets?

#TruePotential #MorningMarkets #Oilprices #Inflation #investing 

Recent GDP and employment data from the UK backs up the fears of a slowing economy - something directly impacting Chancellor Rachel Reeves’ Spending Review announced this week. But with the UK stock market hitting record highs, how will markets react to a week of conflicting economic data?

Kevin Kidney, Head of Investments, delves into the ONS (Office for National Statistics) data that's driven the FTSE 100 to rise to all-time highs. The last 6 months have suggested the UK is the fastest-growing economy in the G7; however, UK employment data tells a different story. Which measure are we to believe?

#truepotential #investing #economy #stockmarket #FTSE100 #UK #Employmentdata

George Bell, Portfolio Manager, reflects on the strength in stock markets, encouraged by the potential for the meeting between the US and China to de-escalate tariff risks, solid corporate earnings reports, and lower interest rates across Europe. George also discusses key economic data points, illustrating the impact tariffs and price uncertainty are having on corporate managers' optimism for the future.

Kevin Kidney, Head of Investments, and Faye Graham, Investment Analyst, discuss political impacts on the US economy. the positive year for stock markets, the diminishing threat of tariffs, and the potential restart of trade negotiations between the US and China.

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.