Insight Talks

In this episode of Insight Talks, our experts reflect on UK news flow over the last month, including the most recent Bank of England meeting, various economic data releases and the looming Autumn Budget which has been grabbing a lot of column inches in recent weeks.   James, Isabel and Giles discuss the start of the Federal Reserve’s rate cutting cycle in the US, plus the ongoing malaise in the Ch...

In this episode of Insight Talks, Isabel and James discuss global markets and recent market volatility we’ve experienced over the summer. James and special guest Giles take a deep dive on this recent volatility, talk through the potential reasons behind it, and the current outlook for global equity markets.    Our experts go on to discuss US economic data, the latest Jackson Hole gathering and rec...

In this episode of Insight Talks, Isabel and James discuss central bank activity, including the latest Bank of England Monetary Policy Committee and US Federal Reserve meetings.    Our experts talk through the recent major developments in the US presidential race and the latest goings on in Westminster, including Chancellor Rachel Reeves' statement to parliament last week.    We also touch on the...

In this edition of Insight Talks, Isabel and James briefly wrap up the aftermath of the UK election results, dive into the latest in French and US election news and think about the potential market impacts.   Our experts discuss the latest US payroll and inflation data and what the implications may be, as well as the Bank of England’s most recent decision and expectations for the forthcoming Augus...

In this election special episode of Insight Talks, we explore the results of the UK General Election and what a change in the governing party – the first in over 14 years - will mean for the economy.   Isabel and James talk through the significance of Labour’s historic landslide win and consider the main question on everyone’s lips right now - how has the market reacted and what is the impact on a...

In this latest edition of our Insight Talks podcast, we explore the recent surprise UK election announcement and try to make sense of why Rishi Sunak decided to call this next election several months earlier than expected.    Turning their attention across the Atlantic, our experts discuss the upcoming US election, Donald Trump's recent criminal conviction and July's sentencing hearing, and how th...

In this episode we explore the outcomes from the latest Federal Open Market Committee meeting and how the FED has reacted to the continued uptick in inflation that has been reported so far this year.    Our experts discuss corporate earnings season, take a closer look at how the Magnificent 7 companies are faring and discuss UK interest rates, inflation data and house prices.   Finally, James, Rob...

In this episode our hosts James, Isabel and Robert explore what made March such a bumper period for central bank activity in the US, Europe and the UK. They also take a close look at the after effects of the Bank of Japan’s recent rate hike and what this might mean for markets.   The team turn their attention to global equity markets and the strengthening we’ve seen in certain asset classes. They...

Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla comprise the group coined the 'Magnificent 7'. The performance of this group of large, tech oriented US stocks has been a major theme for markets in recent years.    In this segment from our latest Investor Insights, James Tulloch, Senior Investment Specialist and Valeria Moore, CBAM's Deputy Head of Equity Research explore the significanc...

In this episode Tony, Isabel and Robert turn their focus to the UK. They explore what is currently happening in the UK economy (5:00), what the Bank of England is focused on and what might move interest rates (7:43). Our experts also discuss current trends in UK bond and equity markets and the theme of de-equitisation (11:30). And we dive into what prompted the theme of this month’s edition - the...

In this episode Tony, Isabel and Robert dive into the latest in central banks, particularly the Bank of England’s recent meeting and the likelihood of rate cuts and changes in interest rates (1:35).    Plus, what’s happening in China right now? Our experts explore whether a cut to the reserve ratio requirement earlier this month speaks to a broader malaise in the economy (11:08).   And, the team d...

In our first episode of 2024 we hear from Head of Investment Specialists, Tony Whincup, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they discuss: • 2023 in review: how did our 2023 predictions do? (1:20) • 2024 outlook: what will drive markets this year? (11:00) • Plus, risks in the Red Sea (16:42), a year of elections (25:55):and...

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they discuss: What were the key factors affecting markets looking back on 2023 What are the key considerations looking forward to 2024 When and how rate cuts may impact markets Are the upcoming UK and US e...

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they discuss: Why US equity markets have pulled back into correction territory The potential global economic implications of regional conflicts Whether earnings season has had an effect on equity markets I...

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they discuss: Interest rates and inflation The Bank of England and the Federal Reserve have left interest rates unchanged. Are we at the peak of the interest rate hike cycle and what happens next?   Will t...

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they explore: Contraction of corporate earnings and share price reactions Sector performance and the impact of Artificial Intelligence and tech on markets Interest rate hikes Easing of the labour market in...

Hear our experts discuss the market outlook for investors in our latest #podcast episode. Senior Investment Specialist, Tom Santa-Olalla, explores current market themes with our Chief Investment Officer, Robert Alster and Investment Officer, Isabel Albarran. This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com   We’ve created this podcast to set out possible...

Hear our experts discuss the market outlook for investors in our latest podcast episode. Senior Investment Specialist, Tom Santa-Olalla, explores current market themes with our Chief Investment Officer, Robert Alster and Investment Officer, Isabel Albarran. This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com   We’ve created this podcast to set out possible a...

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they explore: Recent purchasing managers index readings and what they are telling us about the health of the economy Improved Chinese GDP The surprisingly high UK Inflation print Investment implications fr...

In our latest podcast we hear from Senior Investment Specialist, Tom Santa-Olalla, speaking with Chief Investment Officer, Robert Alster, and Investment Officer, Isabel Albarran. In this episode they explore: What’s been happening in the banking sector recently The broader investment implications of recent volatility in banking stocks and bonds Further interest rate rises and what has caused the u...

Hear our experts discuss the market outlook for investors in our latest podcast episode. Senior Investment Specialist, Tom Santa-Olalla, explores current market themes with our Chief Investment Officer, Robert Alster and Investment Officer, Isabel Albarran. This podcast is brought to you by Close Brothers Asset Management – www.closebrothersam.com   We’ve created this podcast to set out possible a...

In this first episode we hear Head of Investment Specialists Tony Whincup quizzing Chief Investment Officer Robert Alster and Investment Officer Isabel Albarran on their predictions for 2023 and what investors can expect to see over the next 12 months….. Is a recession likely in the UK, Europe and the US? How will the ongoing cost of living crisis impact consumer behaviour in 2023? Are we starting...