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.
17episodes
Episodes
Newest firstAll episodes
UK remains exposed to elevated energy prices | The Week in Markets
6d 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
1w ago00:03:46Tap 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
2w ago00:05:38Tap 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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Strong earnings updates across US tech | Morning Markets
2w ago00:03:07Tap to summarizeKevin Kidney, Head of Investments, discusses the deteriorating ceasefire between the US and Iran, the likely trajectory of central bank interest rate policy, and the continued AI investment which is driving market sentiment.
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How is oil effecting financial assets? | The Week in Markets
3w ago00:07:34Tap to summarizePaul Durrans, Investment Director, and Matt Henderson, Portfolio Manager, discuss the new highs in oil prices and its affects on both equity and bond markets. They also cover the interest rate decisions form the Federal Reserve and Bank of England, as well as a look at US corporate earnings which saw results from big tech companies such as Amazon, Alphabet and Meta.
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A wave of AI price appreciation | Morning Markets
3w ago00:02:56Tap to summarizeKevin Kidney, Head of Investments, discusses AI driven equity highs, the market looking through the ongoing US-Iran conflict, and the expected messaging from central banks on interest rates.
Transcribe →Global equity markets remain resilient | The Week In Markets
4w ago00:05:36Tap to summarizeOur Investment Director, Paul Durrans and Portfolio Manager Sam Elliot review the events happening in the Middle East and provide insight in to the market reaction as oil prices are back above $100 a barrel. They also discuss how UK inflation is trending given the recent energy spike.
Transcribe →US & Japanese Markets close at an all time high | Morning Markets
Apr 2000:02:25Tap to summarizeAs optimism returns to the markets following the US and Iran ceasefire, our Investment Director, Kevin Kidney, analyses the reasoning behind the equity market positivity, and previews the week ahead.
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Markets react positively to War in Iran ceasefire | The Week In Markets
Apr 1700:05:52Tap to summarizeMatt Henderson, Portfolio Manager, and George Bell, Investment Director take a look back at a positive week for international equity markets as there was a rally following the news of a ceasefire between the US and Iran. With the reduced concern around the supply of energy, what does this mean for your money?
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How has the blocking of the Strait of Hormuz affected global markets? | Morning Markets
Apr 1400:04:38Tap to summarizeThis Morning Markets update with our Investment Director, Paul Durrans analyses how global equities have rebounded despite renewed Middle East tensions and disruption risks around the Strait of Hormuz. We will also look at how oil has moved back above $100 and how inflation pressures are back in focus, just as earnings season begins.
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