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Latest insights

Archinomics weekly update: Monday 13 July 2020

The Nasdaq index hit a new record, led by the tech giants, while e-commerce stocks boosted the Chinese market to its best performance in five years. Government and corporate bond markets remained firm, despite cuts to economic growth forecasts. We look forward to dramatic profit declines for Q2, as the US reporting season gets underway this week.

Panel podcast: Summer volatility triggers 7 July...

With all the talk of the ‘new normal’ post lockdowns and forecasts of a V-shaped recovery, markets have rallied hard over the second quarter. Financial markets are awash with liquidity and there are promises of further support from central banks.

Archinomics weekly update: Monday 6 July 2020

Improving data from major economies pushed equity markets higher, while also boosting inflation linked bond markets and gold. With few significant data points on this week’s radar, markets will likely focus on US unemployment claims and oil inventories. 

Green bonds - what's the big story?

CLOSE LOOK

Article | Investments | 03/07/2020

It’s an asset class that might seem a bit marginal and more than a little mysterious. But since the first AAA-rated ‘green bond’ was launched by the World Bank in 2007, the market has grown enormously. 

The monthly review: June's top stories

Article | Investments | 03/07/2020

Lockdowns have been lifted, bringing early signs of recovery. Retail sales have rebounded in many parts of the globe, with a jump of almost 18% in the US. 

Architas to sell UK investment business

Article | Corporate news | 01/07/2020

Architas, part of the global AXA Group, today announced the sale of its UK investment business to Liontrust Asset Management Plc (“Liontrust”). The UK investment business, which includes two regulated legal entities Architas Multi-Manager Limited and Architas Advisory Services Limited, consists of UK regulated funds and UK advisory business with around £5.6bn* in assets. Subject to regulatory approval and approval from Liontrust shareholders, it is expected the sale will be completed by the end of this year. 

Archinomics weekly update: Monday 29 June 2020

Equity markets took fright at an upward spike in US Covid-19 cases, while government bond markets reacted positively to weaker growth forecasts. Oil and gold also moved in opposite directions, contrasting the negative reaction to further big write-downs in the oil sector with sustained demand for gold.

Archinomics weekly update: Monday 22 June 2020

The world’s major economies, the US and China, sent mixed signals on the pace of recovery, although in both areas the consumer is coming back strongly. The US Federal Reserve began direct buying of corporate bonds, giving a further boost to high yield markets. PMI data and further Covid-19 outbreaks will command the markets’ attention this week.

Archinomics weekly update: Monday 15 June 2020

We discuss a risk off week, with negative catalysts being US Federal Reserve (Fed) commentary on the pace of recovery and downbeat forecasts from the OECD. A strong week for government bonds was not matched in high yield bond markets, although inflows into the asset class remain strong. The week ahead will be dominated by further comments from central banks in the US, UK and Japan, while ‘intensified’ Brexit trade talks reflect the fast approaching deadline for extension.

Racing the recovery podcast: panel podcast with...

Equity markets have rallied sharply from the lows seen in March. Confidence is back, boosted by huge government stimulus and central bank support, and markets are now racing to get ahead of the forecast V-shaped recovery. 

Archinomics weekly update: Monday 8 June 2020

Strong US jobs data provided a catalyst to equity markets, which are anticipating a V-shaped recovery. Sterling strengthened in the face of Brexit uncertainty, while in high yield bond markets the ‘fallen angels’ were a key positive driver. This week all eyes will be on the US Federal Reserve meeting.

Global supply chains - what's the big story?

CLOSE LOOK

Article | Investments | 03/06/2020

As economies, battered by the Covid-19 pandemic, dust themselves down and prepare to start again, we hear a good deal about disruption to global supply chains.

The monthly review: May's top stories

Article | Investments | 03/06/2020

Markets rebounded sharply after the tumbles of March, hoping for a V-shaped economic recovery. Confidence has faltered somewhat in recent weeks and momentum has slowed. 

Archinomics weekly update: Monday 1 June 2020

Equity markets had a good week as lockdown measures eased across the world and Europe and Japan announced recovery packages. But the UK stock market lagged somewhat and Brexit continues to cast a shadow.

Archinomics weekly update: Tuesday 26 May 2020

Article | Investments | 26/05/2020

Equity markets enjoyed a risk on week, despite escalating trade tensions and China’s abandonment of its GDP growth target for 2020. We look forward to further lifting of lockdowns in major US cities.

Archinomics weekly update: Monday 18 May 2020

Equity markets weakened on discouraging rhetoric from the US Federal Reserve, as well as rising US/China tensions. We outline a more stable backdrop for the oil price this week, with possible indications as to the recovery track for the US and China, the world’s two largest economies.

Archinomics weekly update: Monday 11 May 2020

Today we discuss how markets are looking through appalling US unemployment data and grim economic forecasts, anticipating a sharp rebound later in the year. Also the oil price rebound, which could be hit by further storage capacity issues. We maintain a ‘wait and see’ stance, monitoring how the relaxation of global lockdowns evolves.

Our market view

Article | Investments | 06/05/2020

Given the unprecedented situation and current high levels of volatility in the world economy, markets are clamouring for a conclusion to Covid-19.

Protection against market falls

Article | Investments | 05/05/2020

Today’s Covid-19-driven declines are clearly concerning, but markets inevitably have downswings as well as upswings and we’ve seen drops of this level before. So how can we provide some potential fund protection and position ourselves for any potential rebound?

Home working - what's the big story?

CLOSE LOOK

Article | Investments | 05/05/2020

Restrictions on the Chinese city of Wuhan were lifted, but entire countries across the globe remain in lockdown. 

The monthly review: April's top stories

Article | Investments | 05/05/2020

The Covid-19 crisis has brought rare examples of good news as well as bad. While the IMF (International Monetary Fund) made savage cuts to estimates for global growth, they also forgave debts of $214 billion owed by the world’s poorest countries. 

Archinomics weekly update: Monday 4 May 2020

In the week when Shell took the historic decision to cut their dividend, we discuss developments in the oil market and prospects for improvement in the  supply/demand balance. We then look forward to US unemployment data at the end of the week and indications for GDP growth.

Our investment view for you and your clients

The View Spring 2020

Article | Investments | 29/04/2020

In our client-friendly Spring edition of The View, we provide a step-by-step guide to how the political and economic environment has driven financial markets, and what this means for your investments.

Architas announces changes to its investment...

Article | Corporate news | 28/04/2020

28 April 2020: Multi-manager Architas, part of the global AXA Group, today announced a series of changes to the investment management of its UK funds. 

Archinomics weekly update: Monday 27 April 2020

Further stimulus measures across the globe met weaker earnings expectations, while oil grabbed the headlines. High yield markets had a poor week, as the US Federal Reserve (Fed) gave a reality check. We look forward to major central bank meetings this week, as well as earnings reports from the US tech giants.

A guide for your clients: Covid-19 – why you...

Article | Investments | 21/04/2020

The spread of Covid-19 has left many people concerned about their investments, as stock markets have fallen and an economic slowdown becomes increasingly evident.

Archinomics weekly podcast: Monday 20 April 2020

It was a very strong week for the US last week with the S&P 500 Index up 3%. This was driven by the consumer discretionary (or non-essential goods and services) sector, prompted by really strong performance for Amazon.

Archinomics weekly update: Tuesday 14 April

Equity and credit markets rallied strongly on further support from the US Federal Reserve, as the Covid-19 infection curve appeared to flatten. We consider the scale of oil production cuts in the face of falling demand, before looking forward to the US corporate reporting season.

Archinomics weekly update: Monday 6 April 2020

Article | Investments | 06/04/2020

Our discussion today focussed on the likely shape of the US recovery and the repercussions on the pace of recovery in China. We then unpack the latest gyrations in the oil price, as well as gold price weakness in the context of government bond market strength.

Negative interest rates - what's the big story?

CLOSE LOOK

Article | Investments | 03/04/2020

When economic crisis strikes, central banks will cut their interest rates. The aim is to boost liquidity in the financial system and stimulate future growth.

The monthly review: March's top stories

Article | Investments | 03/04/2020

Financial markets whipsawed, as they weighed the negative impact of Covid-19 against massive stimulus packages aimed at supporting economies around the world. 

The cost of missing out on market recovery

Article | Investments | 31/03/2020

When there is increased volatility in markets its natural that clients become concerned and consider withdrawing their investments.

Archinomics weekly update: Monday 30 March 2020

Article | Investments | 30/03/2020

Equities rallied sharply as a $2 trillion US stimulus package restored some confidence to markets. High yield bonds had a better week and Ford became the latest ‘Fallen Angel’ to be downgraded from investment grade status. We consider the diverging performance between oil and gold, before looking ahead to US employment figures at the end of this week.

Our response to volatile markets

Article | Investments | 25/03/2020

The discussion today focuses on recent volatility in financial markets and the steps taken to restore market confidence. We then outline Architas’ investment response  and highlight the importance of staying invested through these periods of market turbulence.

Archinomics weekly update: Monday 23 March 2020

Article | Investments | 23/03/2020

Massive stimulus measures from governments and central banks caused markets to whipsaw in the face of crumbling forecasts. Commodities markets, such as oil and gold, were hard hit by selling. We reiterate our investment response in the face of these moves.

Covid-19: What does this mean for my investments?

Article | Investments | 20/03/2020

The last few weeks have seen a sharp market reaction to the spread of the coronavirus.

We have created the following update to help explain what Covid-19 means for your investments.

Coronavirus policy responses - what will it take?...

Article | Investments | 20/03/2020

Central banks and governments have taken unprecedented steps to support economies hit by the spread of coronavirus. We discuss the scale of these moves and consider what it might take to restore confidence and to calm financial markets.

Market responses to pandemics

Article | Investments | 19/03/2020

Markets often bounce back strongly after viral outbreaks. Will they do so with coronavirus?

Covid-19 Business update

Article | Corporate news | 17/03/2020

In light of the escalating Covid-19 pandemic we wanted to outline the steps we are taking to both protect the safety of our staff and also continue to provide the level of service our clients expect.

Archinomics weekly update: Monday 16 March 2020

Article | Investments | 16/03/2020

Discussion focused on another surprise rate cut from the US Federal Reserve and its immediate impact on equities, bonds, gold and oil. Our Deputy Chief Investment Officer looks at continuing government and central bank responses to the coronavirus outbreak and assesses the prospects going forward.

A guide to investing in volatile markets

Article | Investments | 09/03/2020

We've created this guide for you to share with your clients who might be concerned with levels of volatility in markets.

Coronavirus and the ripple effect

CLOSE LOOK

Article | Investments | 04/03/2020

It is known as an ‘exogenous shock’, an event not predicted by forecasting models which has far-reaching effects. Just like dropping a pebble in a pond, the initial impact can be small but the ripples spread wide. 

The monthly review: February's top stories

Article | Investments | 04/03/2020

FEBRUARY: What happened? Here we take a quicklook at the markets.

Market volatility – opportunities for investors

Article | Investments | 03/03/2020

The spread of coronavirus has created a spike in volatility, with most major stock markets posting big losses at the end of February. Despite this, at Architas we believe investors should not panic. Here we explain why.

 

Archinomics weekly update: Monday 2 March 2020

The coronavirus shock brought sharp corrections to equity markets, while US government bond markets jumped in hopes of an interest rate cut later this month. We consider encouraging data from China as well as oil production cuts at the OPEC meeting this week.

Podcast - Coronavirus: The shock waves

Article | Investments | 28/02/2020

Our panel of investment experts discusses the sharp market reactions to the spread of the virus. Equity market nervousness has been met by increased interest in safe havens. We comment on our recent tactical asset allocation adjustment and what it would take for the markets to regain confidence.

Spotlight on the US presidential election

Article | Investments | 26/02/2020

The race for the US presidency is gaining attention across the globe. After all, the President of the United States has the power to influence stock markets, trade and politics on an international scale. Here we give you a roundup of what to expect in the run-up to the election and how this could affect your clients’ investments.

Podcast - Weekly market update: 24 Feb 2020

Article | Investments | 24/02/2020

As the spread of the coronavirus reverberated around the world, our expert panel look at the impact on US PMI data, Apple’s warning of a hit to turnover for this quarter and the supportive response from the People’s Bank of China. The price of gold has responded well to turmoil elsewhere in the markets.

A Deterioration in the global growth outlook

Article | Investments | 21/02/2020

Most major stock markets took a battering in January, as the coronavirus outbreak was declared a global health emergency by the World Health Organization.

Coronavirus weighs on the stock markets

Article | Investments | 21/02/2020

All major stock markets fell in January, as the outbreak of the coronavirus weighed on investor confidence and caused a spike in market volatility.

Unforeseeable events dominate the markets

Article | Investments | 19/02/2020

January was dominated by external shocks that investors would have struggled to foresee. These included military aggression between the US and Iran, and the emergence of the Covid-19 coronavirus in China’s Wuhan province. 

Podcast - Weekly market update: 17 Feb 2020

Article | Investments | 17/02/2020

This week our expert panel discuss the influence of the FAANG stocks on the US earnings season. We then look at central bank responses to the coronavirus and the sharp rebound in the oil price.

Podcast - Weekly market update: 10 Feb 2020

Article | Investments | 10/02/2020

The standout events last week was the continuing spread of the coronavirus. Our expert panel discuss how the US market looked past the impact of coronavirus and responded positively to good earnings figures and economic data.

The Value of Values

Article | Your views | 07/02/2020

This guide to sustainable investing from Architas and Incisive Media outlines the opportunities and challenges it can bring to your clients’ portfolios.

Fiscal Stimulus - What's the big story?

CLOSE LOOK

Article | Investments | 07/02/2020

Interest rates tumbled in the years following the Great Financial Crisis, as central banks attempted to kick-start economic growth. But has that game now played out? 

The monthly review: January's top stories

Article | Investments | 07/02/2020

JANUARY: What happened? Here we take a quicklook at the markets.

Podcast - Weekly market update: 03 Feb 2020

Article | Investments | 03/02/2020

There were two stand out events last week - Brexit day and the spread of the coronavirus. 

The View - Winter 2019

Article | Investments | 31/01/2020

The Winter edition of The View provides a step-by-step guide to how the political and economic environment has driven financial markets, and what this means for your investments

Podcast: Specially extended for Brexit Day

Article | Investments | 31/01/2020

Listen to our expert panel discuss Brexit Day and beyond on a specially extended podcast.

Matthieu André is appointed CEO of Architas

Article | Corporate news | 30/01/2020

30 January 2020: Matthieu André has today been appointed as CEO of Architas. Matthieu replaces Hans Georgeson who after 10 years with Architas has decided to pursue other opportunities outside the AXA Group.

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