Podcast
True Potential Morning Markets
Hosted by True Potential · EN
Join us weekday mornings where we bring you up to date with the most important investment market news of the day.
24episodes
Episodes
Newest firstAll episodes
A correction in US technology stocks | Morning Markets
2d ago00:02:28Tap to summarizeKevin Kidney, Head of Investments, discusses the correction in US technology stocks from last week and its affects in wider markets, as well as a look ahead to US inflation figures and the expectations from the Federal Reserve on the path of interest rates.
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AI investment drives corporate earnings | The Week in Markets
5d ago00:12:05Tap to summarizeMatt Henderson, Portfolio Manager, and Harry Southren, Investment Analyst, discuss the ongoing market effects of the US conflict with Iran, corporate earnings, which are being driven by expanding investment in AI related industries, as well as the latest US labour report which surprised to the upside in jobs added to the economy.
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Can AI continue to drive equity markets higher? | Morning Markets
1w ago00:02:34Tap to summarizeKevin Kidney, Investment Director, discusses AI driven equity returns, its affect the bond market, and the central bank interest rate hike expectations for this month.
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Market gains driven by technology and semiconductor stocks | The Week in Markets
2w ago00:06:47Tap to summarizeGeorge Bell, Investment Director, and Anna Sewell, Investment Analyst, discuss the momentum in markets, driven by AI and technology, rising inflation concerns for central banks, and solid earnings results.
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Interest rate hikes expected for summer | Morning Markets
2w ago00:01:56Tap to summarizeSebastian Mackay, Investment Director, discusses the economic response to a fall in oil prices, the path of interest rates into the summer, and the strength of equity markets propelled by AI.
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Discussing True Potential Portfolio performance | The Week in Markets
3w ago00:05:15Tap to summarizeKevin Kidney, Head of Investments, and Senior Product Specialist, Michael Thomson, discuss Asset Risk Consultants and their role in providing independent and objective data in assessing portfolio performance.
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What is the path for UK inflation? | Morning Markets
3w ago00:02:13Tap to summarizeKevin Kidney, Head of Investments, brings the focus to UK inflation, and how the bond market could signify a high likelihood of rising inflation, as well as UK jobs data and the political backdrop presenting a challenge for the Bank of England.
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UK remains exposed to elevated energy prices | The Week in Markets
4w ago00:04:57Tap to summarizeKevin Kidney, Head of Investments, and Lexi Herriott, Investment Analyst, discuss strong corporate earnings, the expectations of interest rate hikes from central banks and how exposed the UK is to elevated energy prices.
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US corporations continue to beat earnings expectations | Morning Markets
May 1100:03:46Tap to summarizeGeorge Bell, Investment Director, discusses equity market moves, corporate earnings supported by AI-related sectors, the health of the US consumers, and a look ahead to key US inflation data this week.
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Equity markets focused on corporate earnings | The Week in Markets
May 800:05:38Tap to summarizeKevin Kidney, Head of Investments, and Paul Durrans, Investment Director, discuss strong corporate earnings, the persisting upside risks to inflation, and the constructive backdrop for multi-asset portfolios
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