معلومات عن هذا البودكاست 🔗
Our in-house experts share our views on the current market conditions facing investors. Brought to you by TrinityBridge.
تردد التحديث:
monthly
متوسط طول الصوت:
21 minutes
لديها رعاة
الإنجليزية
الولايات المتحدة
51 حلقة
منذ 13 فبراير، 2024
episodic
أحدث حلقة 🔗
This month, James Tulloch is joined by Isabel Albarran to assess the UK Budget and the implications of the US midterm election result for economies and markets.
The episode examines whether the UK Budget created enough fiscal breathing space without unsettling bond markets (01:31), the outlook for…
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الحلقات السابقة 🔗
This month, James Tulloch is joined by Valeria Moore to discuss the Artificial Intelligence investment cycle, from infrastructure spending and enterprise adoption to power constraints, regulation and security.
The episode examines whether strong demand can sustain current levels of AI investment (0…
This month, James Tulloch is joined by Alejandro Velez to discuss the ongoing US-Iran conflict, the failure of recent diplomatic efforts (01:48) and the implications for global energy markets and investors.
The episode explores the importance of the Strait of Hormuz (04:09), why markets have rema…
This month, James Tulloch is joined by Isabel Albarran to discuss the UK's new Prime Minister, Andy Burnham, and what the change in political leadership could mean for markets, fiscal policy and investors (01:30). They examine bond market reactions (02:02), government spending plans, cabinet appoin…
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 a…
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 an…
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…
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 …
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 shapi…
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 Eas…
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