Insight Talks

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

  1. 23h ago

    Insight Talks: October 2026

    This month, James Tulloch is joined by Valeria Moore to discuss the Artificial Intelligence investment cycle, from infrastructure spending and enterprise adoption to power constraints, regulation and security. The episode examines whether strong demand can sustain current levels of AI investment (03:16), how businesses are choosing between different models (07:49) and why the next phase of adoption may favour cloud providers (05:36). The discussion also considers the risks surrounding cyclicality, capital expenditure, supply bottlenecks and the returns generated by AI projects (10:10). This podcast is brought to you by TrinityBridge - trinitybridge.com - and features James Tulloch, Head of Investment Specialists, in conversation with Valeria Moore, Deputy Head of Equity Research. 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.

    Insight Talks: October 2026

  2. Sep 15

    Insight Talks: September 2026

    This month, James Tulloch is joined by Alejandro Velez to discuss the ongoing US-Iran conflict, the failure of recent diplomatic efforts (01:48) and the implications for global energy markets and investors.   The episode explores the importance of the Strait of Hormuz (04:09), why markets have remained relatively resilient despite prolonged disruption (04:46) and the risks that could emerge if existing energy market buffers are exhausted (06:45). The discussion also covers European gas storage (07:45), refining capacity constraints (08:10) and portfolio positioning in a more uncertain geopolitical environment (10:01). 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.

    Insight Talks: September 2026

  3. Aug 5

    Insight Talks: August 2026

    This month, James Tulloch is joined by Isabel Albarran to discuss the UK's new Prime Minister, Andy Burnham, and what the change in political leadership could mean for markets, fiscal policy and investors (01:30). They examine bond market reactions (02:02), government spending plans, cabinet appointments and the challenges facing the new administration (03:18).   The episode also explores economic growth, welfare spending (06:15), the Autumn Budget and the implications for both fixed income and equity investors (08:35).   This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Head of Investment Specialists, in conversation with Isabel Albarran, Investment Officer.   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.

    Insight Talks: August 2026

  4. Jul 9

    Insight Talks: July 2026

    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.     The team examine recent Federal Reserve and Bank of England rate decisions, UK political developments and the continuing resilience of the US consumer.    This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Head of Investment Specialists in conversation with Richard Stroud, Fund Manager, and Roohi Siddiqui, Head of Equity Research.      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.

    Insight Talks: July 2026

  5. Jun 16

    Insight Talks: June 2026

    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 – and features James Tulloch, Senior Investment Specialist, in conversation with Richard Stroud, Fund Manager, and Isabel Albarran, Investment Officer.     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.

    Insight Talks: June 2026

  6. May 14

    Insight Talks: May 2026

    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). 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). 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). This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities.     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.

    Insight Talks: May 2026

  7. Apr 17

    Insight Talks: April 2026

    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 why central banks are increasingly cautious (08:30). The episode explores why the UK economy may be especially exposed (11:30), what rising bond yields signal for markets (13:30), and how investors are positioning across energy, commodities and resilient supply chain assets (22:30). This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities and Alejandro Velez, Senior Equity Analyst.     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.

    Insight Talks: April 2026

  8. Apr 14

    The IC Series: Energy Transition

    In the second episode of this series, we dive deeper into the research and predictions explored in our Energy Transition report.  Charlie Willans, report lead-author and Head of Responsible Investment, is joined by Rob West, CEO and founder of Thunder Said Energy, and they explore the factors shaping the future of global energy.  Rob West is an industry leading expert on the energy transition. Rob's firm, Thunder Said Energy, is the research consultancy for energy technologies, finding economic opportunities that drive the energy transition. The firm advises some of the world's leading decision-makers, across the energy, investment and private equity industries.  The experts discuss Net Zero by 2050 (03:00), grid bottlenecks, supply chains and the real cost of renewables (08:00), AI, data centres and power demand (14:00), nuclear energy and critical minerals (19:00), EVs and autonomous travel (23:00) and so much more.  This podcast is brought to you by TrinityBridge – trinitybridge.com.

    The IC Series: Energy Transition
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About

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

Information

  • Creator
    TrinityBridge
  • Years Active
    2024 - 2026
  • Episodes
    50
  • Rating
    Clean
  • Copyright
    © Copyright 2025 TrinityBridge
  • Show Website
    Insight Talks

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