Insight Talks

This month, James Tulloch is joined by Richard Stroud and Roohi Siddiqui to discuss the recent US-Iran agreement, easing energy market pressures and the implications for inflation, interest rates and economic growth. The episode also explores AI-related market volatility, consumer adoption trends and what the future may hold for AI monetisation.     The team examine recent Federal Reserve and Bank...

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 a...

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 emergi...

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 ho...

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. Ro...

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 surgi...

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 g...

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 re...

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 a...

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 sha...

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 | TrinityBridge This podcast is brought to you by TrinityBridge – trinit...

This month, James and Giles are joined by guest Alejandro Velez for a wide-ranging discussion on the macro and market forces shaping investor sentiment.   They explore the impact of the US government shutdown, the UK’s upcoming Autumn Budget and France’s deepening fiscal crisis. Giles shares insights on the Fed’s latest rate cut and the stagflationary signals emerging in the US economy, while Alej...

This month, Tony is joined by Giles and Roohi for a wide-ranging discussion on the economic and market developments shaping investor sentiment. They explore the potential impact of the upcoming Federal Reserve decision, the legal uncertainty surrounding US tariffs (1:40) and the implications of rising government bond yields 19:45).   Our experts also discuss NVIDIA’s (14:55) recent earnings and wh...

In this episode, James and Giles take a closer look at the key market moments from July - starting with the latest wave of global trade tariffs (1:33). With President Trump’s 1 August deadline now behind us, over 90 countries are facing higher tariffs… yet markets are still pushing higher. So, have we moved past peak-tariff uncertainty?    Our experts also dig into the US economy, where tensions b...

This month, James and Giles discuss global equity trends for June which delivered some surprises considering recent geopolitical tensions and tariff uncertainty (1:10). Our experts consider potential rate cuts from the Fed later this year, after we saw subdued inflation and a weakening dollar in the US in June (2:30).    James and Giles shift their focus to the impact – or lack thereof – of a turb...

In the first episode of this series, we dive deeper into the research and predictions explored in our Shifting Demographics report.  Professor Sarah Harper CBE, Director of the Oxford Institute of Population Ageing and Charlie Willans, report co-author and Head of Responsible Investment, discuss the trends in population ageing across the world, the opportunities it creates in emerging economies an...

In this audio segment from our recent Insight Matters publication, our experts explore the new frontier of the weight loss industry. Read the full report here: Insight Matters report, Spring 2025 | TrinityBridge The obesity drugs sector, forecast to be worth somewhere in the region of $150-200bn per year by 2035, has garnered an ever-increasing amount of attention in recent years. And as our under...

This month, James and Giles dive into market events we saw over May (1:22). In the US equity markets extended their recovery from April’s lows and we saw easing trade tensions post Donald Trump’s “Liberation Day”. They also discuss the positive market reaction we’ve seen post the US Court of International Trade striking down most of Donald Trump’s sweeping trade tariffs (1:54).    James and Giles...

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...

This month, Tony and Giles consider President Trump’s tariff announcement out of the US, and discuss the fallout from so called ‘Liberation Day’ (01:37). Our experts go beyond the headlines and consider the market reaction to this geopolitical news both globally and here at home (05:45).     Valeria and Tony discuss recent trends in open-source generative AI and what the arrival of DeepSeek on the...

In this episode, James and Giles discuss global equity markets, the uncertain path of tax, spending and tariff policies in the US, and the inflation and growth implications of these. They also consider the Trump Administration’s recent budget plan for tax cuts and spending that we saw towards the end of February.    Our experts also explore the apparent trends of protectionism and economic nationa...

In this episode, James and Giles discuss the public release of new AI chatbot app, DeepSeek and the dramatic effect we saw this have on US technology sector stocks in recent weeks.     James and special guest, Andrew, discuss recent local and global market impacts on UK Government Bond (or Gilt) markets.    Finally, our experts explore the aftermath of a second Trump Inauguration, including much a...

In our first episode of 2025, our experts summarise market themes and the prevailing macroeconomic backdrop we saw in 2024 and look ahead to what might be in store for 2025.      James and Giles also discuss the latest global interest rate news, including December rate cuts made by the US Federal Reserve, the Bank of England’s Monetary Policy Committee’s most recent meeting and the European Centra...

In our last episode for 2024, our experts discuss the formation of the new US government, as President-elect Trump begins to assemble his top table and the latest in US economic data.   Back across the pond, we reflect on recent Bank of England rate cuts plus GDP and inflation prints we’ve seen post October’s Autumn Budget.   We turn our attention globally to November’s COP 29 and hear our special...

In this US Election special episode of Insight Talks, our experts go beyond the headlines and reflect on this fast-moving news event.   At the time of recording, the Republican Party have retaken control of the US Senate, with the Democrats losing the majority vote.    James, Isabel and Giles discuss this result and key policy areas to watch under a Trump presidency, such as tariffs, immigration a...