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Join us weekday mornings where we bring you up to date with the most important investment market news of the day.
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George Bell, Portfolio Manager, takes a look at how the Reserve Bank of Australia raised interest rates for the 8th time this year to a level which has not been seen for a decade. Will Interest rates continue to rise around the globe in 2023? George also discusses the slight relaxation of China's Covid quarantine rules, which could be due to the pressure building on Chinese economic growth.
George Bell, Portfolio Manager, takes a look at the large move in government bond yields, which had a knock on impact into stock markets. George also discusses the expectations from the US Federal Reserve and UK Bank of England Monetary Policy Committee on the pathway of monetary policy.
The markets will be focusing on central bank announcements, with 3 central banks announcing their interest rate decisions. Given the inflation backdrop in the UK, markets are expecting an interest rate hike on Thursday. #inflation #interestrates #centralbanks
The US stock market was softer, with data showing a strong appetite for spending. This may influence the further increase of interest rates, helping to cool inflation. In the UK, however, data reported for retail sales indicated that UK consumers are more reluctant to spend, with higher energy bills weighing on appetite and ability to spend in stores. #interestrates #inflation #energyprices
Chris Leyland, Director of Investment Strategy, provides analysis on the strength of the UK economy. Retail sales are positive and the strength of the consumer suggests a positive outlook for the rest of the year.
Today's Morning Markets looks at the strength in the US employment picture, and previews the week ahead for markets and investors. Subscribe to the True Potential YouTube Channel to stay updated.
Today's Morning Markets looks at the rise in Interest Rates and what this means for you the investor. Subscribe to the True Potential YouTube Channel to learn more.
Paul Durrans, Investment Director, and Lexi Herriott, Investment Analyst, discuss the latest UK economic data, some key comments from Rachel Reeves this week, and why gilts have rallied in response.
Matt Henderson, Portfolio Manager, discusses the asset market volatility seen at the end of last week, due to rising tensions between the US and China over trade agreements on rare earth minerals. Matt also covers the market expectations as we move into US earnings season.
Kevin Kidney, Head of Investments, and Paul Durrans, Investment Director, discuss the US government's shutdown and how this has affected the Federal Reserve’s interest rate cut considerations. With little sign that the government will reopen soon, equity investors are turning their attention to the forthcoming Q3 earnings season.
Sebastian Mackay, Investment Director, discusses the new highs seen in equities, gold and bitcoin at the end of last week, as well as the spike in Japanese markets after the announcement of their new Prime Minister, Sanae Takaichi.
Kevin Kidney, Head of Investments, is joined by Paul Durrans, Investment Director, and George Bell, Portfolio Manager, to celebrate 10 years of True Potential Portfolio’s. The team discuss asset market movements, US tariffs, and how these have affected client portfolios, as well as looking ahead to 2026.
George Bell, Portfolio Manager, discusses the recent comments from Federal Reserve Chairman Jerome Powell, around the two-sided risks the US central bank faces with inflation and employment.
Matt Henderson, Portfolio Manager, and Joe Forward, Investment Analyst, discuss the quarterly performance of equities, fixed income and alternatives, and how that has affected multi-asset investors.
Kevin Kidney, Head of Investments, discusses the Federal Reserve's interest rate decision last week and the balance they are trying to strike between unemployment and inflation. Despite weak jobs growth in the US, the stock market is at new highs as the US economy remains in an investment and earnings boom, which is positive for multi-asset portfolios.
Kevin Kidney, Head of Investments, and Faye Graham, Investment Analyst, discuss the Federal Reserve’s decision to cut interest rates by -0.25%, the Bank of England's decision to hold interest rates, and the effects of True Potential Portfolios.
Matt Henderson, Portfolio Manager, discusses asset returns from last week and the upcoming US interest rate decision, as well as the refreshed economic projections from the Federal Reserve.
Paul Durrans, Investment Director, and Lexi Herriott, Investment Analyst, discuss the US inflation figures for August, the ongoing concern of higher prices from tariffs, and how the market reaction has impacted multi-asset investors.
Paul Durrans, Investment Director, discusses the weakness in US labour market data and how it could affect future interest rate cut projections for the Federal Reserve. US inflation data will also be released later this week, with expectations for it to edge higher from 2.7% to 2.9% and further away from the central banks 2% target.
Join Portfolio Manager George Bell and Investment Analyst Sam Elliott as they discuss why 30-year UK Gilt yields hit a 28-year high this week and why it matters, along with an update on the health of the US jobs market and interest rate expectations.
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