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