Markets, Politics & the Year Ahead: Lindsay James on What Investors Should Really Focus On

With markets once again dominated by headlines about geopolitics, interest rates and global uncertainty, it can be difficult to separate meaningful signals from day-to-day noise.

In the latest episode of Citrus Insights, Richard Harris is joined by Lindsay James, Investment Strategist at Quilter Investors, for a wide-ranging and highly accessible discussion on what really matters for investors as we look ahead.

This is Lindsay’s third appearance on Citrus Insights, and as ever, she brings clarity, balance and real-world context to some very complex topics.

Key points from the episode include:

  • the UK outlook for inflation, growth and interest rates
  • Trump, tariffs and why markets react the way they do
  • the role of the US Federal Reserve in market confidence
  • whether AI is a bubble or a long-term shift
  • why gold has surged — and what that signal actually means
  • why diversification is so important right now

Watch the full episode now

Lindsay’s message is reassuring: headlines may be negative, but the underlying picture is more balanced, and portfolios can be built to cope with uncertainty.

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