True Potential

George 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. #Inflation #Investing #AI #USEconomy #FederalReserve #CorporateEarnings

Kevin 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. #Inflation #Equities #USIranWar #OilPrices #CorporateEarnings

Kevin 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. #Investing #InterestRates #AI #Equities #USIranWar

Paul Durrans, Investment Director, and Matt Henderson, Portfolio Manager, discuss the new highs in oil prices and its effects 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. #Investing #OilPrices #InterestRates #FederalReserve #BankOfEngland

Kevin 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. #AI #USIranWar #Equities #InterestRates #Inflation

Our 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. #USIranWar #Inflation #InterestRates #OilPrices

We are proud to announce that Kerry Adams-Strump has assumed the role of True Potential's Chief of Staff as of this month. We are delighted to welcome Kerry to our team in Newcastle Upon Tyne.

As 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.

Matt 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?

This 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. #USIranWar #Equities #Investing #StraitofHormuz #GlobalEquities

Sebastian Mackay, Investment Director, and Lexi Herriot, Investment Analyst, discuss the ceasefire between the US and Iran, the positive impact on equity markets and the receding expectations of interest rate hikes in the bond market. #USIranWar #Equities #InterestRates #BondMarket #Investing

Paul Durrans, Investment Director, discusses the cautious optimism in markets, as shipping traffic through the Strait of Hormuz shows signs of improvement. As President Trump issues further ultimatums to Iran, it’s unclear whether sentiment will remain positive, but global equities and bond markets posted positive over last week. #Investing #USIranWar #StraitofHormuz #Equities #Bonds

Kevin Kidney, Head of Investments, and George Bell, Investment Director, discuss the economic disruption from the US-Iran conflict, President Trump’s announcement, which may signal an end in the near future, and the political will from US leaders to cap the inflationary push. #Investing #Equities #USIranWar #Trump #Inflation

Matt Henderson, Portfolio Manager, discusses the policy response to rising oil prices as the conflict between the US and Iran continues, as well as the affects on inflation and the path of interest rates. #Investing #OilPrices #USIranWar #InterestRates

Kevin Kidney, Head of Investments, and Sebastian Mackay, Investment Director, discuss the ongoing global economic consequences of the middle-east conflict that continues to create uncertainty in markets. #Investing #USIranWar #Equities #Inflation #InterestRates

Paul Durrans, Investment Director, covers the ongoing conflict between the US and Iran and how mixed messages from President Trump is creating political uncertainty and a challenge for markets and central banks. #USIranWar #Trump #FederalReserve #BankOfEngland #Investing

Kevin Kidney, Head of Investments, discusses the path of inflation, the upcoming major central bank meetings, and if the events unfolding in the middle-east could affect interest rate trajectories for the US, UK, and Europe. #Inflation #InterestRates #CentralBanks #UKEconomy #USEconomy #USIran

Paul Durrans, Investment Director, and Joe Forward, Investment Analyst, discuss the economic consequences of higher oil prices, highlighting the sharp contrast for the UK and US, should the ongoing conflict in the Middle-East persist. They also look at impact of this week's UK and US economic data on financial markets. #OilPrices #IranConflict #Investing #UKEconomy #USEconomy