Insight Talks

<p>This month, James, Giles and Alejandro discuss the market impact of the Iran conflict (01:30), including disruptions to oil and LNG flows (16:00), the inflationary consequences of higher energy prices (06:00), and...

<p>In the second episode of this series, we dive deeper into the research and predictions explored in our Energy Transition report. </p><p>Charlie Willans, report lead-author and Head of Responsible Investment, is...

<p>This month, James Tulloch is joined by Giles Parkinson and Isabel Albarran for a Spring Forecast special, examining how the Chancellor’s latest fiscal update landed against a backdrop of rising geopolitical tension...

<p>This month, James and Giles explore growing tensions around the US Federal Reserve (2:55), including the Department of Justice probe into Jerome Powell, increasing political pressure on monetary policy, and the...

<p>In this episode, Giles and James kick off the year with a wide-ranging discussion on markets, geopolitics, and what lies ahead for investors in 2026.</p><p>Our expert’s look at the geopolitical implications of the US...

<p>This month, host James Tulloch is joined by Giles and special guest Isabella Champion-Sinclair, Responsible Investment Analyst, for a wide-ranging discussion on the key themes shaping markets and sustainability as we...

<p>This month, James and Giles are joined by Jon Kirk as they dive into the big themes that shaped markets in October.</p><p>Giles and James discuss the easing tensions surrounding US-China trade talks (01:25), AI...

<p>In this audio segment from our recent Insight Matters publication, our experts examine recent shifts in European defence spending, considering the macroeconomic and market implications of this evolving landscape and...

<p>This month, James and Giles are joined by guest Alejandro Velez for a wide-ranging discussion on the macro and market forces shaping investor sentiment.<br> </p><p>They explore the impact of the US government...

<p>This month, Tony is joined by Giles and Roohi for a wide-ranging discussion on the economic and market developments shaping investor sentiment. They explore the potential impact of the upcoming Federal Reserve...

<p>In this episode, James and Giles take a closer look at the key market moments from July - starting with the latest wave of global trade tariffs (1:33). With President Trump’s 1 August deadline now behind us, over 90...

<p>This month, James and Giles discuss global equity trends for June which delivered some surprises considering recent geopolitical tensions and tariff uncertainty (1:10). Our experts consider potential rate cuts from...

<p>In the first episode of this series, we dive deeper into the research and predictions explored in our Shifting Demographics report. </p><p>Professor Sarah Harper CBE, Director of the Oxford Institute of Population...

<p>In this audio segment from our recent Insight Matters publication, our experts explore the new frontier of the weight loss industry. </p><p>Read the full report here: Insight Matters report, Spring 2025 |...

<p>This month, James and Giles dive into market events we saw over May (1:22). In the US equity markets extended their recovery from April’s lows and we saw easing trade tensions post Donald Trump’s “Liberation Day”...