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.
39episodes
Episodes
Newest firstAll episodes
Updates from major central banks | The Week in Markets
3d ago00:06:44Tap to summarizePaul Durrans and Sebastian Mackay, Investment Directors, discuss the moves within tech stocks, and which companies have been rewarded by the market, the performance of UK equities, with the FTSE 100 reaching new highs, and updates from major central banks.
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Diplomatic efforts lead to fall in oil prices | Morning Markets
1w ago00:04:02Tap to summarizePaul Durrans, Investment Director, discusses the fall in oil prices and boost to global equity markets as diplomatic efforts begin to try to find a solution to the US - Iran conflict. The Federal Reserve also meets this week to decide the path of interest rates as well as other major central banks and major tech companies announce results in the ongoing corporate earnings season.
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How have Andy Burnham’s announcements affected markets? | The Week in Markets
1w ago00:09:07Tap to summarizeGeorge Bell, Investment Director, and Joe Forward, Investment Analyst, discuss Prime Minister Andy Burnham’s first week in office and his key announcements including the creation of ’No. 10 North’. The team also cover the recent UK inflation figures and the ongoing US earnings season which has seen results from major tech companies.
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Will US tech earnings beat market expectations? | Morning Markets
2w ago00:03:32Tap to summarizePaul Durrans, Investment Director, discusses the renewed conflict between the US and Iran and its effects on equity markets, as well as a look into US corporate earnings results which are off to a good start. US firms IBM, Tesla, and Google, all report later this week.
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Wider industry context on portfolio performance |The Week in Markets
2w ago00:04:26Tap to summarizeKevin Kidney, Head of Investments, and Michael Thomson, Product Specialist, discuss True Potential’s portfolio performance in Q2 with wider industry context against the Morningstar peer group.
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Are markets starting to look through US conflict? | Morning Markets
3w ago00:02:38Tap to summarizeKevin Kidney, Head of Investments, discusses the continuing volatility in oil prices and its effects on equity markets, as well as a look into underlying global corporate earnings strength, and the market expectation for upcoming US inflation data.
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What will renewed US conflict mean for inflation? | The Week in Markets
3w ago00:04:17Tap to summarizeGeorge Bell, Investment Director, and Lexi Herriott, Investment Analyst, discuss the rise of oil prices after US strikes on Iran, as well as the wider economic impacts of the conflict for equities and the path of interest rates.
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Why is Europe leading in equity performance? | Morning Markets
4w ago00:03:38Tap to summarizeMatt Henderson, Portfolio Manager, discusses the positive returns from global equities, led by Europe which is benefiting from falling oil prices, as well as a look ahead to upcoming inflation data and Q2 earnings reports from the US.
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US jobs report gives gauge on economy | The Week in Markets
Jul 300:08:27Tap to summarizePaul Durrans, Investment Director, and Joe Forward, Investment Analyst, discuss the recent US labour report and how that could be a gauge for the economy and the decisions for the Federal Reserve. They also discuss European inflation figures, as well as the recent jump in Meta stock which jumped 10% this week.
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Will businesses reflect cooling inflation ahead? | Morning Markets
Jun 2900:02:30Tap to summarizeKevin Kidney, Head of Investments, discusses cooling inflation pressures, as global oil prices return to pre US - Iran conflict levels, but will businesses begin to reflect this in their survey data as we move into a new quarter? Also, with this inflationary pressure easing, will central banks be able to look past the short term disruption and avoid interest rate hikes moving forward?
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