In this episode, James and Giles discuss the public release of new AI chatbot app, DeepSeek and the dramatic effect we saw this have on US technology sector stocks in recent weeks.   James and special guest, Andrew, discuss recent local and global market impacts on UK Government Bond (or Gilt) markets.  Finally, our experts explore the aftermath of a second Trump Inauguration, including much anticipated trade tariffs, and how the UK Government is faring post a lukewarm market response to October’s Autumn Budget.   This podcast is brought to you by Close Brothers Asset Management – closebrothersam.com – and features James Tulloch, Senior Investment Specialist, in conversation with Giles Parkinson, Head of Equities with special guest, Andrew Metcalf, Head of Fixed Income.  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, 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. 

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