Insight Talks

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May 2026

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Our in-house experts share our views on the current market conditions facing investors. Brought to you by TrinityBridge.

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June 16, 2026Episode 4723 min

Insight Talks: June 2026

This month, James Tulloch is joined by Richard Stroud and Isabel Albarran to discuss the resilience of global markets, the continued dominance of AI-driven returns and the implications of major technology IPOs (1:00). The episode explores strong US labour market data, evolving inflation dynamics and how central banks in the US, Europe and the UK are responding (7:50). They also examine UK growth and fiscal challenges, movements in gilt yields and the role of alternative assets such as gold in portfolio construction (16:40). This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Richard Stroud, Fund Manager, and Isabel Albarran, Investment Officer. We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

May 14, 2026Episode 4624 min

Insight Talks: May 2026

This month, James and Giles discuss the resilience of global markets in the face of geopolitical disruption, including the ongoing Iran conflict and its impact on energy supply and economic activity (01:27).Our experts explore the strength of corporate earnings, the role of artificial intelligence in driving market performance and the growing importance of the semiconductor supply chain in emerging markets (03:00).They also examine the implications of the Trump–Xi meeting (05:30), trade tensions (08:30), and how prolonged uncertainty may begin to feed through to growth, inflation and investor sentiment (08:30). Finally, the experts dive deep in the second half of the episode into the fallout and ongoing news flow following UK election fracas (11:30).This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities. We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

April 17, 2026Episode 4526 min

Insight Talks: April 2026

This month, James, Giles and Alejandro discuss the market impact of the Iran conflict (01:30), including disruptions to oil and LNG flows (16:00), the inflationary consequences of higher energy prices (06:00), and why central banks are increasingly cautious (08:30). The episode explores why the UK economy may be especially exposed (11:30), what rising bond yields signal for markets (13:30), and how investors are positioning across energy, commodities and resilient supply chain assets (22:30).This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities and Alejandro Velez, Senior Equity Analyst. We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

April 14, 2026Episode 4431 min

The IC Series: Energy Transition

In the second episode of this series, we dive deeper into the research and predictions explored in our Energy Transition report. Charlie Willans, report lead-author and Head of Responsible Investment, is joined by Rob West, CEO and founder of Thunder Said Energy, and they explore the factors shaping the future of global energy. Rob West is an industry leading expert on the energy transition. Rob's firm, Thunder Said Energy, is the research consultancy for energy technologies, finding economic opportunities that drive the energy transition. The firm advises some of the world's leading decision-makers, across the energy, investment and private equity industries. The experts discuss Net Zero by 2050 (03:00), grid bottlenecks, supply chains and the real cost of renewables (08:00), AI, data centres and power demand (14:00), nuclear energy and critical minerals (19:00), EVs and autonomous travel (23:00) and so much more. This podcast is brought to you by TrinityBridge – trinitybridge.com.

March 4, 2026Episode 4315 min

Insight Talks: March 2026

This month, James Tulloch is joined by Giles Parkinson and Isabel Albarran for a Spring Forecast special, examining how the Chancellor’s latest fiscal update landed against a backdrop of rising geopolitical tension and renewed market volatility (01:45). The team discuss the impact of the Middle East escalation — from US–Israel strikes on Iran to the closure of the Strait of Hormuz — and how surging oil prices and heightened uncertainty are feeding through to inflation expectations and global markets (05:05). They explore the latest bout of AI‑driven volatility, with sharp tech‑sector sell‑offs, growing concerns around disruption, and signs of rotation into value and small‑cap stocks (11:40). Turning to the UK, the conversation assesses a mixed macro picture: soft GDP, easing inflation, rising unemployment and early signs of improving sentiment as PMIs and retail data strengthen (14:00). The discussion also covers the Supreme Court’s reversal of Trump‑era tariffs and the fresh legal and policy uncertainty this creates, alongside US labour and inflation data that complicate expectations for the Federal Reserve’s next move (09:33). This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities and Isabel Albarran, Investment Officer. We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

February 6, 2026Episode 4226 min

Insight Talks: February 2026

This month, James and Giles explore growing tensions around the US Federal Reserve (2:55), including the Department of Justice probe into Jerome Powell, increasing political pressure on monetary policy, and the market response to Donald Trump’s nomination of Kevin Warsh (3:43) as the next Fed Chair. The discussion also examines the sharp weakness in the US dollar and heightened volatility across gold and silver, driven by shifting expectations and policy uncertainty (6:08). We look beyond the US, assessing the impact of early election announcements in Japan (7:06), subsequent bond market turbulence, and renewed pressure on the yen, all of which have fed through to global yield movements. Our experts reflect on the resurgence of geopolitical friction between the US and Europe, particularly around Greenland, and the implications for broader trade relationships (8:52). Turning to the UK (10:15), James and Giles discuss ongoing ongoing political uncertainty, rumours of Labour leadership challenges, and a mixed but improving economic backdrop, with upgraded growth forecasts, easing inflation and early signs of strengthening sentiment. Sam and James explore the outlook for AIM and UK smaller companies (16:43), including current valuation pressures, upcoming Business Relief rule changes, and the factors that could support a recovery through the year. Finally, the team discuss longer‑term structural drivers, including the Mansion House Accord (22:53) and its potential to mobilise around £50bn into UK private markets over the coming years. This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities and Sam Barton, Senior Investment Director. We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

January 16, 2026Episode 4118 min

Insight Talks: January 2026

In this episode, Giles and James kick off the year with a wide-ranging discussion on markets, geopolitics, and what lies ahead for investors in 2026.Our expert’s look at the geopolitical implications of the US capturing Venezuela’s President Maduro and what that means for defence spending and global risk. We look back at 2025, a year that delivered strong double-digit equity gains and positive returns across almost every major asset class, before turning to the outlook for 2026. Giles shares why the Federal Reserve’s (Fed’s) dovish stance could support equity market momentum, while also highlighting the risks posed by bond yields and potential overheating later in the year.Closer to home, our experts examine the UK economy, where rate cuts come against a backdrop of weak growth, rising unemployment and political uncertainty over delayed local elections. Finally, James and Giles consider China’s record $1 trillion trade surplus, the evolving US-China trade situation and the next big leap in AI technology.This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities.We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

December 16, 2025Episode 4020 min

Insight Talks: December 2025

This month, host James Tulloch is joined by Giles and special guest Isabella Champion-Sinclair, Responsible Investment Analyst, for a wide-ranging discussion on the key themes shaping markets and sustainability as we close out the year. Our experts discuss continued UK Autumn Budget fallout, monetary policy shifts, market movers such as Nvidia and the AI bubble debate, Japanese yen volatility and a special look at the outcomes – or lack thereof – from COP30 in Brazil. Listen now for insightful perspectives on macroeconomics, markets and sustainability trends that matter for investors heading into 2026. This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities and Isabella Champion-Sinclair, Responsible Investment Analyst.We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

November 6, 2025Episode 3918 min

Insight Talks: November 2025

This month, James and Giles are joined by Jon Kirk as they dive into the big themes that shaped markets in October.Giles and James discuss the easing tensions surrounding US-China trade talks (01:25), AI headlines after the US corporate earnings season (02:50) and Nvidia’s incredible $5trn valuation.Our experts unpack the Fed’s hawkish rate cut and what it means for inflation (04:19), Gold’s sharp pullback after record highs (05:50) and the UK’s steady-but-muted outlook - with modest growth and persistent productivity challenges (7:28). Jon and James explore the growing concerns in private markets as loan failures put credit quality under the spotlight (11:19). Packed with insight and perspective, this episode asks the question: are we riding a sustainable wave of growth or are cracks starting to show? This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities and Jon Kirk, Senior Equity Analyst.We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.

October 22, 2025Episode 3813 min

Sector spotlight: European defence spending

In this audio segment from our recent Insight Matters publication, our experts examine recent shifts in European defence spending, considering the macroeconomic and market implications of this evolving landscape and what it could mean for the future of the sector.Read the full report here: Insight Matters report, Autumn 2025 | TrinityBridgeThis podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Ben Butcher, Equity Analyst. We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.