Insight Talks: December 2025

16/12/2025 20 min Episodio 40
Insight Talks: December 2025

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Episode Synopsis


This month, host James Tulloch is joined by Giles and special guest Isabella Champion-Sinclair, Responsible Investment Analyst, for a wide-ranging discussion on the key themes shaping markets and sustainability as we close out the year.  Our experts discuss continued UK Autumn Budget fallout, monetary policy shifts, market movers such as Nvidia and the AI bubble debate, Japanese yen volatility and a special look at the outcomes – or lack thereof – from COP30 in Brazil.  Listen now for insightful perspectives on macroeconomics, markets and sustainability trends that matter for investors heading into 2026.   This podcast is brought to you by TrinityBridge – trinitybridge.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities and Isabella Champion-Sinclair, Responsible Investment Analyst.We’ve created this podcast to set out possible approaches. Please do not view it as financial advice, or its content as investment recommendations. Just because an investment or an investment strategy has performed well in the past, it does not mean it will continue to do so. Our predictions are based on information that is currently available, however events and markets can and do change rapidly.