ÜBER DIESE 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.
Englisch
Vereinigte Staaten
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VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von True Potential Morning Markets durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
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.
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, 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.
George Bell, Investment Director, and Joe Forward, Investment Analyst, discuss the impact of US inflation on interest rate expectations, the health of the UK economy, and US corporate earnings, with a particular focus on AI companies.
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…
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BEARBEITEN
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