Insight Talks

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. 

Creators and Guests

Host
James Tulloch
James joined the company as an Investment Specialist in April 2019, providing regulated investment advice across our investment propositions.
Guest
Giles Parkinson
Head of Equities

What is Insight Talks?

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