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Insight Talks - April 2026

17 Apr 2026 | 25 minutes to read

Listen on Spotify and Apple.

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). 

Important information

Past performance is not a reliable indicator of future results. The value of investments and the income from them may fall as well as rise and is not guaranteed. An investor may not get back the original amount invested. Opinions constitute our judgment as at the date shown and are subject to change without notice. This podcast is not intended as an offer or solicitation to buy or sell securities, nor does it constitute a personal recommendation. Where links to third party websites are provided, TrinityBridge accepts no responsibility for the content of such websites nor the services, products or items offered through such websites. 

 

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