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Insight Talks - June 2026

16 Jun 2026 | 25 minutes to read

Listen on Spotify and Apple.

The latest episode of Insight Talks is now available, featuring James Tulloch, Senior Investment Specialist, in conversation with Richard Stroud, Fund Manager, and Isabel Albarran, Investment Officer.

The discussion explores how global equity markets have continued to perform strongly, led by AI-related sectors, even as geopolitical risks remain elevated. 

The team examine the scale and significance of major AI company listings such as SpaceX, Anthropic and OpenAI, and how increased transparency in public markets may shape investor understanding of valuations and growth potential. 

They also discuss how index construction and limited free float may constrain the near-term impact of these companies on major indices, while highlighting potential challenges for passive investors. 

From a macro perspective, the podcast covers strong US labour market data, persistent inflationary pressures and diverging central bank responses, including the ECB’s recent rate hike and expectations for the Federal Reserve and Bank of England. 

Turning to the UK, the conversation explores updated growth forecasts, fiscal pressures, political uncertainty and movements in gilt yields. The episode concludes with a discussion on asset allocation, including opportunities in fixed income and the continued role of gold as a diversifier. 

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. 

 

Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.