ABOUT THIS 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.
English
United States
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OTHER EPISODES IN THIS 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.
George Bell, Investment Director, discusses US inflation dynamics, and the challenges they pose for the Federal Reserve, key earnings results from Oracle and Adobe, and a look ahead to the European Central Bank interest rate decision, with the market expecting a 0.25% increase.
Sebastian Mackay, Investment Director, and Harry Southren, Investment Analyst, discuss the turbulence in the bond market, a rise in oil and energy prices, the implications of the European Central Bank’s interest rate decision, and the resilience of equity markets.
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.
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