This month, the team discusses US exceptionalism - a hot topic of conversation for the team for years now, then turns to earnings season and wraps up with a look at Apple.
2 mins
Trump’s tariffs shake markets; the team unpacks what might happen next. The focus then switches to UK Spring Statement announcements. Plus they discuss why Compass Group is catching their eye.
2 mins
This month, the team covers Europe’s recent market outperformance, then shifts to America, discussing Trump and tariffs, before wrapping up with Unilever, the manufacturer of household staples.
2 mins
This month, the team discusses Trump’s trade tariffs and what it means for the Financial Markets and their Funds. Then, look at AI and DeepSeek’s emergence. Plus, the team discusses heavy equipment manufacturer, Caterpillar.
2 mins
It’s been quite the new year hangover for the global bond market. The team unpacks the volatile start, financials sector strategies, and why the US-based global investment company KKR is an attractive new holding.
2 mins
Mariah Carey is back, Elf on the Shelf is loose, and our head of multi-asset, David Coombs, faces his annual predictions test. Will the team be naughty or nice when scoring David’s forecasts?
2 mins
A lot going on this month, so the team focus on two rather large events which took place within a week of each other.
2 mins
The gaze turns eastward this month as the team discuss China’s recent stimulus. Will it be enough to wrestle the economy out of its post-COVID funk?
2 mins
It’s just over a month since Keir Starmer took over at Number 10, and for those of you not glued to Ticketmaster scrambling for Oasis tickets you may have noticed that we’ve started to learn a little more about what “Starmerism” will look like.
2 mins
Trying to unpick some pretty extraordinary moves in global indices, the team discuss what’s been going on. They then move on to automotive parts and also review American Tower.
2 mins
On the eve of the most telegraphed election result in UK history, the team turns instead to a murkier electoral outlook in Europe.
2 mins
Inflation is on our agenda but not quite in the way you might expect. We discuss the outlook for inflation in the longer term and consider how some big structural changes could shift perceptions on what’s a ‘normal’ rate of inflation.
2 mins
