True Potential Morning Markets

Kevin Kidney, Head of Investments, reflects on True Potential’s global growth theme, and how the markets re-evaluation of US tech stocks, and geopolitical events over the year have played into this this outlook.

Amanda Whitecross, Investment Director, and Sam Elliott, Portfolio Manager, discuss the US midterm election results and the immediate market moves in the wake of the Democrat victory as well as the Bank of England’s unanimous decision to raise interest rates to 4%

Sebastian Mackay, Investment Director, discusses the upcoming US mid-terms and how particular outcomes could shape markets this week, as well as an imminent decision on interest rates from the Bank of England, and the ongoing US earnings season results from technology companies.

Harry Southren, Investment Analyst, reflects on equity market moves, the ongoing troubles in the French bond market, as well as geopolitical developments between Russia and Ukraine, and a look ahead to upcoming data.

Paul Durrans, Investment Director, and Harry Southren, Investment Analyst, discuss the AI Capex which is weighing on stock markets. Furthermore, they discuss why oil prices continue to rise despite reports of healthy supply. 

Kevin Kidney, Head of Investments, discusses the upcoming inflation and employment figures from the UK, with expectations that the data may lead the Bank of England to being raising interest rates in November

Kevin Kidney, Head of Investments, and Harry Southren, Investment Analyst, discuss inflation pressures on both the consumer and industry, after the recent release of US inflation data, as well as a reflection on bank earnings in both the US and UK.

Harry Southren, Investment Analyst, discusses the resilience of equity markets, developments in bond markets, as well as a look ahead to upcoming inflation data and company earnings announcements.

George Bell and Paul Durrans, Investment Directors, discuss what is driving the moves in bond markets, and how the economic backdrop plays in to why this is occurring, as well as a look into the recent stabilisation of inflation expectations and the political climate affecting the French bond market.

Kevin Kidney, Head of Investments, discusses the strong growth backdrop in the US, underpinned by strong AI earnings, and the effect this is having on bond markets.