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Today, Kevin Kidney, Head of Asset Allocation, covers the constructive shift in global growth throughout April and the Eurozone performance that saw the strongest growth impulse for 18 months. With falling inflation in the UK and an outperformance versus US equites, there are many reasons to be positive about the UK's economic outlook as well as the performance of multi-asset portfolios which are seeing the benefits of the global economy.

Today our portfolio manager, Matt Henderson, discusses the release of the European GDP data, with Spain and France exceeding market expectations. Also China released its latest manufacturing data which indicates expansion and is a stronger reflection of global economic strength as opposed to domestic growth in China.

Today Jeff Casson, Chief Investment Officer, discusses the anticipation of the US Federal Reserve’s statement on interest rate policy, how will this affect asset markets given the recent shift in rhetoric from Chairman Jerome Powell? We also see Apple and Amazon’s quarterly report this week rounding out the magnificent seven and the US unemployment figures.

Our expert Investment Management team discuss this week's corporate earnings updates from the large US Tech companies. Meta, Tesla, Google and Microsoft all reporting interesting results. In addition, the team covers how financial markets reacted to this week's global economic data and US inflation report. The data released lays the foundation for the upcoming central bank meeting in the US next week.

With many stock prices near all-time highs, corporate guidance appears to be having more influence upon the immediate market reaction, rather than actual earnings. Kevin Kidney, Head of Asset Allocation, looks at two stand out examples from this week in Tesla and Meta and what they reveal about the global corporate profitability cycle.

Manufacturing and services data shows an overall modest but positive economic trajectory for the UK. Paul Durrans, Investment Director, covers highlights from the report and how they may influence the interest rate policy discussions from the Bank of England as demonstrated by the recent comments from Huw Pill and Jonathan Haskel.