True Potential Morning Markets

George Bell, Investment Director, and Lexi Herriott, Investment Analyst, discuss the rise of oil prices after US strikes on Iran, as well as the wider economic impacts of the conflict for equities and the path of interest rates.

Matt Henderson, Portfolio Manager, discusses the positive returns from global equities, led by Europe which is benefiting from falling oil prices, as well as a look ahead to upcoming inflation data and Q2 earnings reports from the US.

Paul Durrans, Investment Director, and Joe Forward, Investment Analyst, discuss the recent US labour report and how that could be a gauge for the economy and the decisions for the Federal Reserve. They also discuss European inflation figures, as well as the recent jump in Meta stock which jumped 10% this week.

Kevin Kidney, Head of Investments, discusses cooling inflation pressures, as global oil prices return to pre US - Iran conflict levels, but will businesses begin to reflect this in their survey data as we move into a new quarter? Also, with this inflationary pressure easing, will central banks be able to look past the short term disruption and avoid interest rate hikes moving forward?

Kevin Kidney, Head of Investments, and Amanda Whitecross, Investment Director, discuss the current UK market climate, a look into oil prices and the extension of the peace deal, and a broader look at technology stocks with a focus on AI.

Sebastian Mackay, Investment Director, recaps the economic impacts of last week's peace deal between the US and Iran and looks ahead to UK politics, which are coming into focus, with the expected succession of Andy Burnham as the new Labour leader becoming more likely.

George Bell, Investment Director, and Harry Southren, Investment Analyst, discuss Trump’s peace deal, and it’s economic impacts on oil prices, bond yields and the stock market, as well as the current challenges central banks face in navigating inflationary pressures, and deciding the path of the interest rate policy.

How have the markets reacted to the pending US Iran war resolution? Our Portfolio Manager, Matt Henderson takes a look at Global Equity markets following the news, and also analyses the key events driving markets this week. What could this mean for your money? Stay tuned to find out.

This week Investment Directors Paul Durrans and Sebastian Mackay discuss the largest IPO ever launched with Elon Musks's SpaceX, the strength of the US economy and the tech market sell-off. 

Kevin Kidney, Head of Investments, discusses the correction in US technology stocks from last week and its affects in wider markets, as well as a look ahead to US inflation figures and the expectations from the Federal Reserve on the path of interest rates.

Matt Henderson, Portfolio Manager, and Harry Southren, Investment Analyst, discuss the ongoing market effects of the US conflict with Iran, corporate earnings, which are being driven by expanding investment in AI related industries, as well as the latest US labour report which surprised to the upside in jobs added to the economy.

Kevin Kidney, Investment Director, discusses AI driven equity returns, its affect the bond market, and the central bank interest rate hike expectations for this month.

George Bell, Investment Director, and Anna Sewell, Investment Analyst, discuss the momentum in markets, driven by AI and technology, rising inflation concerns for central banks, and solid earnings results.

Sebastian Mackay, Investment Director, discusses the economic response to a fall in oil prices, the path of interest rates into the summer, and the strength of equity markets propelled by AI.

Kevin Kidney, Head of Investments, and Senior Product Specialist, Michael Thomson, discuss Asset Risk Consultants and their role in providing independent and objective data in assessing portfolio performance.

Kevin Kidney, Head of Investments, brings the focus to UK inflation, and how the bond market could signify a high likelihood of rising inflation, as well as UK jobs data and the political backdrop presenting a challenge for the Bank of England.

Kevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss strong corporate earnings, the expectations of interest rate hikes from central banks and how exposed the UK is to elevated energy prices.

George Bell, Investment Director, discusses equity market moves, corporate earnings supported by AI-related sectors, the health of the US consumers, and a look ahead to key US inflation data this week.

Kevin Kidney, Head of Investments, and Paul Durrans, Investment Director, discuss strong corporate earnings, the persisting upside risks to inflation, and the constructive backdrop for multi-asset portfolios

Kevin Kidney, Head of Investments, discusses the deteriorating ceasefire between the US and Iran, the likely trajectory of central bank interest rate policy, and the continued AI investment which is driving market sentiment.

Paul Durrans, Investment Director, and Matt Henderson, Portfolio Manager, discuss the new highs in oil prices and its affects on both equity and bond markets. They also cover the interest rate decisions form the Federal Reserve and Bank of England, as well as a look at US corporate earnings which saw results from big tech companies such as Amazon, Alphabet and Meta.

Kevin Kidney, Head of Investments, discusses AI driven equity highs, the market looking through the ongoing US-Iran conflict, and the expected messaging from central banks on interest rates.

Our Investment Director, Paul Durrans and Portfolio Manager Sam Elliot review the events happening in the Middle East and provide insight in to the market reaction as oil prices are back above $100 a barrel. They also discuss how UK inflation is trending given the recent energy spike.

As optimism returns to the markets following the US and Iran ceasefire, our Investment Director, Kevin Kidney, analyses the reasoning behind the equity market positivity, and previews the week ahead.

Matt Henderson, Portfolio Manager, and George Bell, Investment Director take a look back at a positive week for international equity markets as there was a rally following the news of a ceasefire between the US and Iran. With the reduced concern around the supply of energy, what does this mean for your money?