Episodes
872
Latest episode
Jun 2026
Language
EN
Join us weekday mornings where we bring you up to date with the most important investment market news of the day.
How have the markets reacted to the pending US Iran war resolution? Our Portfolio Manager, Matt Henderson takes a look at Global Equity markets following the news, and also analyses the key events driving markets this week. What could this mean for your money? Stay tuned to find out.
This week Investment Directors Paul Durrans and Sebastian Mackay discuss the largest IPO ever launched with Elon Musks's SpaceX, the strength of the US economy and the tech market sell-off.
Kevin Kidney, Head of Investments, discusses the correction in US technology stocks from last week and its affects in wider markets, as well as a look ahead to US inflation figures and the expectations from the Federal Reserve on the path of interest rates.
Matt Henderson, Portfolio Manager, and Harry Southren, Investment Analyst, discuss the ongoing market effects of the US conflict with Iran, corporate earnings, which are being driven by expanding investment in AI related industries, as well as the latest US labour report which surprised to the upside in jobs added to the economy.
Kevin Kidney, Investment Director, discusses AI driven equity returns, its affect the bond market, and the central bank interest rate hike expectations for this month.
George Bell, Investment Director, and Anna Sewell, Investment Analyst, discuss the momentum in markets, driven by AI and technology, rising inflation concerns for central banks, and solid earnings results.
Sebastian Mackay, Investment Director, discusses the economic response to a fall in oil prices, the path of interest rates into the summer, and the strength of equity markets propelled by AI.
Kevin Kidney, Head of Investments, and Senior Product Specialist, Michael Thomson, discuss Asset Risk Consultants and their role in providing independent and objective data in assessing portfolio performance.
Kevin Kidney, Head of Investments, brings the focus to UK inflation, and how the bond market could signify a high likelihood of rising inflation, as well as UK jobs data and the political backdrop presenting a challenge for the Bank of England.
Kevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss strong corporate earnings, the expectations of interest rate hikes from central banks and how exposed the UK is to elevated energy prices.
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