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Insight Talks - July 2026

9 Jul 2026 | 25 minutes to read

Listen on Spotify and Apple.

The latest episode of Insight Talks is now available, featuring James Tulloch, Head of Investment Specialists, in conversation with Richard Stroud, Fund Manager, and Roohi Siddiqui, Head of Equity Research.

The discussion explores the implications of the recent US-Iran framework agreement and reopening of the Strait of Hormuz, examining why energy markets have stabilised more quickly than many expected and what this means for inflation and economic growth. 

The team also analyse recent central bank decisions from both the Federal Reserve and Bank of England, discussing inflation trends, labour market resilience and how policymakers are balancing growth and price stability. 

Turning to the consumer, we examine spending trends in the US, the growing divide between higher and lower income households and the implications for businesses and markets. 

The conversation also explores a recent bout of AI-related market volatility and whether concerns around AI infrastructure spending and future returns are justified. Roohi shares insights into consumer AI adoption, monetisation opportunities and emerging attitudes towards agentic AI technologies. 

The episode concludes with a discussion of UK politics, fiscal constraints and the outlook for markets in the months ahead.

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