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Insight Talks - May 2026

14 May 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 Giles Parkinson, Head of Equities. 

As part of a wide-ranging discussion, our experts explore the resilience of global equity markets despite ongoing geopolitical disruption, including the Iran conflict and continued instability in energy supply routes. 

They examine the strength of corporate earnings, particularly in the US, and the renewed investor focus on artificial intelligence, with significant capital being deployed into infrastructure by major technology companies. The discussion also highlights how gains have been concentrated in key regions such as Taiwan and South Korea, reflecting the importance of the semiconductor supply chain. 

Turning to geopolitics, the conversation explores the continued impasse in the Middle East, the strategic importance of the Strait of Hormuz, and the implications for global growth and inflation. The upcoming meeting between President Trump and President Xi is also discussed, including tariffs, trade policy and broader geopolitical alignment. 

The episode also considers early signs of economic impact, including disruption to travel and weaker demand, alongside the longer-term implications of the UAE’s exit from OPEC and how that may reshape global energy markets. Finally, we discuss the outcome and ongoing news flows post last week's UK elections.   

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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