OM DENNE EPISODE
Kevin Kidney, Head of Investments, and Michael Thomson, Product Specialist, discuss True Potential’s portfolio performance in Q2 with wider industry context against the Morningstar peer group.
Engelsk
USA
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SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af True Potential Morning Markets.
ANDRE EPISODE I DENNE PODCAST
Harry Southren, Investment Analyst, discusses the sharp rise in global government bond yields, the driving factors for this, and the expectations for central banks ahead of major meetings this week.
Kevin Kidney, Head of Investments, reflects on the rise in bond yields, as well as rising inflation and interest rates, against the backdrop of global equities and a strong outlook on global earnings.
Paul Durrans and Amanda Whitecross, Investment Directors, discuss the Federal Reserve’s decision to raise interest rates and the market reaction, as well as decision from the Bank of England, and the recent comments from AI leaders on safeguards and slowing the rate of development.
Kevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss an apparent upswing in US growth, as well as inflationary pressures which have validated the Federal Reserve’s interest rate hike decision. They also discuss why these conditions have been good for equity markets whic…
Amanda Whitecross, Investment Director, discusses the continuing volatility seen in bond markets, as well as the upcoming US Non-farm payrolls data, which will be critical in the Federal Reserve’s potential interest rate decision in October.
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