Show notes
This month, James Tulloch is joined by Richard Stroud and Isabel Albarran to discuss the resilience of global markets, the continued dominance of AI-driven returns and the implications of major technology IPOs (1:00). The episode explores strong US labour market data, evolving inflation dynamics and how central banks in the US, Europe and the UK are responding (7:50). They also examine UK growth and fiscal challenges, movements in gilt yields and the role of alternative assets such as gold in portfolio construction (16:40).
This podcast is brought to you by TrinityBridge – trinitybridge.com…
Website: share.transistor.fm
