George Bell and Matt Henderson, Portfolio Managers, discuss positive returns for assets markets, how conflict has impacted oil prices, as well as US trade deals with China. #Tariffs #USEconomy #USChinaTrade #TruePotential

Paul Durrans, Investment Director, discusses the strong global equity performance, with US equities reaching a new all-time high after the recent trade agreement with China. Despite geopolitical and tariff tensions easing, the US inflation report came in hotter than expected, and

Sebastian Mackay, Investment Director, discusses the significant drop in the value of the US dollar this year and the challenge to its status as the global reserve currency. #TruePotential #USDollar #USEconomy #GlobalCurrency #Trump #EuropeanEconomy

Matt Henderson, Portfolio Manager, and Joe Forward, Investment Analyst, discuss the rise in global equities, the imminent tariff deadline, as well as the US non-farm payroll data which surprised to the upside. With the first US earnings announcements coming in since the tariffs,

Paul Durrans, Investment Director, discusses the major legislative victory for President Trump with the passing of the ‘Big Beautiful Bill’ and what that could mean in the short and long term for the US economy. This week however, investor attention will be focused on tariffs, as

Kevin Kidney, Head of Investments, discusses the current state of the UK’s fiscal predicament and the position Chancellor Rachel Reeves finds herself in as she meets resistance from Labour MPs in her efforts to restore public finances. Regardless of sticky inflation, around 3%,

Paul Durrans, Investment Director, and Sam Elliot, Investment Analyst, discuss the extension of President Trump’s tariff deadline, as well as the letters sent to countries stating new tariff rates should no agreement be reached before August 1st. They also cover the market

Paul Durrans, Investment Director, discusses the escalating tariff rhetoric from President Trump as the EU and Mexico now face 30% tariffs if no trade agreement is reached by August 1st. As we look to the week ahead, key economic data such as the US inflation report will be the

Sebastian Mackay, Investment Director, discusses the UK’s surprise inflation figure which came in at 3.6%, and how this is inhibiting the Bank of England’s capacity to cut interest rates. Across the Atlantic, US inflation figures came in yesterday at just below 3%, President

Kevin Kidney, Head of Investments, and Matt Henderson, Portfolio Manager, take focus on the UK this week and discuss the surprising inflation data which came in above expectations. This data puts the Bank of England in a difficult position when trying to justify addition interest

Kevin Kidney, Head of Investments, discusses the driving factors behind the all-time highs we have seen in the FTSE 100, S&P 500, and the NASDAQ, and why that continues to benefit the True Potential Portfolios. #TruePotential #MorningMarkets #Investing #NASDAQ #StockMarket

George Bell, Portfolio Manager, discusses the sharp increase in UK government borrowing, the difficulties it poses for Chancellor Reeves in maintaining fiscal sustainability, and the resulting anticipation of additional tax increases in the upcoming Autumn budget. #TruePotential

Kevin Kidney, Head of Investments, and Faye Graham, Investment Analyst, discuss the all time equity highs in the UK, US and Japan, and what is driving the current equity euphoria. #Tariffs #EquityMarket #Investing #Trump #StockMarket

George Bell, Portfolio Manager, discusses the major US trade deal with Europe, the investment it includes into US infrastructure, and the broader market reaction following other major trade agreements. #TruePotential #MorningMarkets #Investing #EquityMarket #Tariffs

Matt Henderson, Portfolio Manager, discusses the criticism from France and Germany following the European Union’s trade agreement with the US, citing economic damage resulting from the 15% tariff. Matt also covers the ongoing US earnings report which so far has surprised to the

Paul Durrans, Investment Director, and Sam Elliot, Investment Analyst, discuss the US jobs data and how it factors in to the trajectory of US interest rates, with the Federal Reserve favouring a more cautious approach, and President Trump wanting to be more aggressive.

This morning Paul Durrans, Investment Director, sheds a light on the impact of the new US tariffs on global markets. He dives into the data behind the new US labour reports and looks forward to market events happening in the week ahead. #TruePotential #Tariffs #InterestRates

This week George Bell, Portfolio Manager and Joe Forward, Senior Investment Analyst discuss the bounce back in the markets after another series of tariffs laid out by Donald Trump. In addition they dive into the Bank of England’s decision to cut interest rates down 0.25% to 4.0%.

Matt Henderson, Portfolio Manager, looks back at what was a strong week for multi-asset investors last week, as Global Equities posted positive returns. He’ll also look ahead to the upcoming UK GDP and US inflation data set to be announced this week and the impact these could

In a special portfolio update episode, Kevin Kidney, Head of Investments, is joined by George Bell, Portfolio Manager, and Lexi Herriott, Investment Analyst, to discuss the True Potential Portfolio performance for Q2, and the driving factors behind the returns. #TruePotential