Insight Talks

Our experts dive into the topic that is currently on everyone’s mind – Trump’s tariffs – and consider the aftermath of the global market reaction which we saw in April (02:10). James and Giles discuss US currency reaction (07:16) to the announcements and the potential impact on global economic growth we may see into the future.  
 
Roohi and James (14:20) explore recent consumer trends in sectors like the luxury goods market (17:49) against a market backdrop dominated by the uncertainty of US tariff announcements. We also look at changing consumption trends we are seeing in the beverage alcohol industry (19:42) and the impact this might have on beverage alcohol companies into the future.  
                     
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 special guest, Head of Equity Research, Roohi Siddiqui.
    
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. 

Creators and Guests

Host
James Tulloch
James joined Close Brothers Asset Management as an Investment Specialist in April 2019, providing regulated investment advice across our investment propositions.
Guest
Giles Parkinson
Head of Equities
Guest
Roohi Siddiqui
Head of Equity Research

What is Insight Talks?

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