True Potential
True Potential Morning MarketsEpisodes
Episodes of True Potential Morning Markets
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Portfolio Manager’s George Bell and Matt Henderson on the last day of the month take a retrospective look at May in what was a positive month for both equity and bond markets. Resilience across developed market economies and business profitabil
Today, Kevin Kidney, Head of Asset Allocation focuses on corporate earnings upgrades, the strength of the global consumer and the effect this is having on equity markets. As prices rise above inflation the US consumer is now taking their money
Paul Durrans, Investment Director, takes the opportunity to look at the key trends in equity markets and the benefits of global multi-asset exposures. With exceptional year to date figures in global equity markets, over the last week, AI enthus
Chris Leyland, Director of Investment Strategy, covers OPEC+ and their attempts to stabilise oil prices, the direction of US interest rates and the members of the European Central Bank’s comments which shed light on a potential cut in a decisio
Paul Durrans, Investment Director and Matt Henderson Portfolio Manager cover what has been a busy week for markets and economic data. They discuss the latest UK inflation data, which disappointed but continues to trend towards the Bank of Engla
The Nvidia share price increase has added approximately $140 billion in market capital as the company communicates that it can’t keep up with demand. Matt Henderson, Portfolio Manager, covers the market reaction to the figures but also on the f
Today marks the lowest level of inflation in almost 3 years and the record fall in energy prices are a major factor. George Bell, Portfolio manager, breaks down the key factors that have resulted in the 2.3% reading and the market reaction. Wil
In an important week for UK data, Jeff Casson, Chief Investment Officer, reviews comments made yesterday by Ben Broadbent, Deputy Governor at the Bank of England. Of particular interest were the comments on the interaction of wage growth and co
Today, Head of Asset Allocation, Kevin Kidney, talks through the imminent release of UK inflation data that is likely to confirm it is back to Bank of England targets and why it may even fall below it. Will the continuing decline of UK price pr
Today, Kevin Kidney, Head of Asset Allocation and Matt Henderson, Portfolio manager, review the data from a week which provided record highs in global equities as well as UK employment. US inflation isn’t dropping to the Federal Reserve’s targe
This morning, Kevin Kidney, Head of Asset Allocation, discusses the economic factors that have resulted in a new all time high for global equities and the subsequent shift in narrative away from US led equities to the European market. This is t
Today, Chris Leyland, Director of Investment Strategy, looks at the recent comments made by Fed Chairman Jerome Powell on the slowing of the rapid disinflation which was a key theme in 2023. Navigating the path of inflation has not been smooth
Paul Durrans, Investment Director, discusses the UK labour market data and how the rising unemployment rate will influence the Bank of England’s next interest rate decision in June. Despite the slight deterioration of employment figures, worker
Matt Henderson, portfolio manager, looks to the week ahead with the upcoming UK employment data and both the US and European inflation data. With different economic dynamics at play, how will this affect their respective central banks perspecti
Today, Paul Durrans, Investment Director and Faye Graham, Investment Analyst, cover the Bank of England’s decision to hold interest rates and the strength of global equities led by the UK. Furthermore, why the team are optimistic about future r
Kevin Kidney, Head of Asset Allocation, covers the imminent developments from the UK surrounding the Bank of England inflation forecasts and market insight into Friday’s GDP print. The refreshed forecast is likely to chart a lower path of infla
Today, Paul Durrans, Investment Director, looks into the encouraging UK construction data which shows noticeable improvements in both commercial construction and civil engineering. However with house prices stagnating in April after a March con
Today Matt Henderson, Portfolio Manager, looks to the week ahead and the Bank of England’s interest rate decision as well as the UK GDP report released on Friday. With the UK’s strong growth and economic data it has caused consensus estimates t
This week, our expert Investment Management team review the factors that have caused US interest rates to remain at 5.25%. 175,000 jobs were added to the US economy and this has led to equity and bonds markets rising. Equally, companies such as
Today, Chris Leyland, Director of Investment Strategy, covers the Federal Reserve’s interest rate policy announcement and in particular the Chairman Jerome Powell’s press comments and what that language could be signalling. We also explore the
Today, Kevin Kidney, Head of Asset Allocation, covers the constructive shift in global growth throughout April and the Eurozone performance that saw the strongest growth impulse for 18 months. With falling inflation in the UK and an outperforma
Today our portfolio manager, Matt Henderson, discusses the release of the European GDP data, with Spain and France exceeding market expectations. Also China released its latest manufacturing data which indicates expansion and is a stronger refl
Today Jeff Casson, Chief Investment Officer, discusses the anticipation of the US Federal Reserve’s statement on interest rate policy, how will this affect asset markets given the recent shift in rhetoric from Chairman Jerome Powell? We also se
Our expert Investment Management team discuss this week's corporate earnings updates from the large US Tech companies. Meta, Tesla, Google and Microsoft all reporting interesting results. In addition, the team covers how financial markets react
With many stock prices near all-time highs, corporate guidance appears to be having more influence upon the immediate market reaction, rather than actual earnings. Kevin Kidney, Head of Asset Allocation, looks at two stand out examples from thi
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