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.

Kevin Kidney, Head of Investments, discusses disinflation trends across major markets, US jobs growth figures and interest rate trajectories, as well as the return to normality for US data after the disruption of the government shutdown.

Kevin Kidney, Head of Investments, is joined by Investment Directors, Paul Durrans and George Bell to reflect on on the True Potential Portfolios, markets and the UK economy in 2025.

Matt Henderson, Portfolio Manager, discusses upcoming Central Bank meetings, the market expectations for the direction of their policy heading into 2026, and the backdrops each bank operates against.

Matt Henderson, Portfolio Manager, and Joe Forward, Investment Analyst, discuss the Federal Reserve's decision to cut interest rates by 0.25% and the market reaction to the decision. We also get context comments from Fed Chairman Powell for the trajectory of the US economy.

Paul Durrans, Investment Director, discusses the market expectations of a -0.25% cut to interest rates from the Federal Reserve on Wednesday. In the UK, the focus will be October’s GDP data, and after September’s contraction we may see a slight improvement. Elsewhere, Oracle's earnings results will give further insights into how they are delivering on data centre buildouts and what this means for returns on invested capital.

Portfolio Managers, George Bell and Matt Henderson, discuss the key Central bank meetings in the lead up to Christmas and the pathway expected for interest rates, drawing out key areas of divergence.