Our in-house experts share our views on the current market conditions facing investors. Brought to you by TrinityBridge.

Monthly Update Podcast
Claim This Podcastby TrinityBridge
Podcast Authority
Beta
Podcast Overview
Our in-house experts share our views on the current market conditions facing investors. Brought to you by TrinityBridge.
Language
🇺🇲
Publishing Since
2/13/2024
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Recent Episodes

July 9, 2026
Insight Talks: July 2026
<p>This month, James Tulloch is joined by Richard Stroud and Roohi Siddiqui to discuss the recent US-Iran agreement, easing energy market pressures and the implications for inflation, interest rates and economic growth. The episode also explores AI-related market volatility, consumer adoption trends and what the future may hold for AI monetisation. </p><p> </p><p>The team examine recent Federal Reserve and Bank of England rate decisions, UK political developments and the continuing resilience of the US consumer. </p><p> </p><p>This podcast is brought to you by TrinityBridge – <a href="http://www.closebrothersam.com/"><strong>trinitybridge.com</strong></a> – and features James Tulloch, Head of Investment Specialists in conversation with Richard Stroud, Fund Manager, and Roohi Siddiqui, Head of Equity Research.</p><p> </p><p>We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly. </p>

June 16, 2026
Insight Talks: June 2026
<p>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). </p><p> </p><p>This podcast is brought to you by TrinityBridge – <a href="http://www.closebrothersam.com/"><strong>trinitybridge.com</strong></a> – and features James Tulloch, Senior Investment Specialist, in conversation with Richard Stroud, Fund Manager, and Isabel Albarran, Investment Officer. </p><p> </p><p>We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly. </p>

May 14, 2026
Insight Talks: May 2026
<p>This month, James and Giles discuss the resilience of global markets in the face of geopolitical disruption, including the ongoing Iran conflict and its impact on energy supply and economic activity (01:27).</p><p>Our experts explore the strength of corporate earnings, the role of artificial intelligence in driving market performance and the growing importance of the semiconductor supply chain in emerging markets (03:00).</p><p>They also examine the implications of the Trump–Xi meeting (05:30), trade tensions (08:30), and how prolonged uncertainty may begin to feed through to growth, inflation and investor sentiment (08:30). Finally, the experts dive deep in the second half of the episode into the fallout and ongoing news flow following UK election fracas (11:30).</p><p>This podcast is brought to you by TrinityBridge – <a href="http://www.closebrothersam.com/"><strong>trinitybridge.com</strong></a> – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities. </p><p> </p><p>We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly. </p>
47 total episodes available
Recent guests on Monthly Update Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
James Tulloch
Guest
Giles Parkinson
Guest
Jon Kirk
Guest
Professor Sarah Harper
Guest
Charlie Willans
Guest
Sam Barton
Guest
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Frequently asked questions
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- What is Monthly Update Podcast?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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