Skip to main content Skip to site footer

You are using an outdated browser. Please upgrade your browser to improve your experience.

Latest insights

Archinomics weekly update: Monday 18 November...

Article | Investments | 18/11/2019


A strong week for US equities did not carry over into global markets, in this week's podcast our expert panel look at headwinds in Asia and Europe and examine why high yield bond markets have lagged the recent equity rally.

Tactical Asset Allocation:November update

Article | Investments | 14/11/2019

In this podcast, our expert panel cover our overall view of our tactical asset allocation including why we have moved from a moderately underweight in UK equities to neutral. 

Archinomics weekly update: Monday 11 November...

Article | Investments | 11/11/2019

With US markets hitting all-time highs, in this week's podcast our expert panel look at company earnings forecasts. A trade truce could bring better economic growth prospects- good for equity markets, perhaps not so good for government bond markets.

The View - Autumn 2019

Article | Investments | 08/11/2019

The Autumn edition of The View provides a step-by-step guide to how Architas Funds have performed recently, how the political and economic environment has driven financial markets, and what this means for your investments.

Archinomics weekly update: Monday 4 November 2019

Article | Investments | 04/11/2019

Our expert panel discuss last week's US Federal Reserve interest rates cut, and the suggested pause before any further cuts. We look at the improving prospects for US growth and the implications for Emerging Markets, before turning to sterling in the light of Brexit and General Election developments.

A Strong Performance by equity markets

Article | Investments | 30/10/2019

Riskier assets like shares (equities) had a good month, boosted by rate cuts and other easing measures from the US and European central banks.

Equities boosted by proposed UK-China talks

Article | Investments | 29/10/2019

Japanese equities led the pack, while European equities rose due to expectations for ECB economic stimulus

Central bank stimulus supports equities

Article | Investments | 29/10/2019

The European Central Bank stepped in to support the economy through lower interest rates and further bond purchases, while the US Federal Reserve also cut rates. 

Archinomics weekly update: Monday 28 October 2019

Article | Investments | 28/10/2019

Our expert panel look for trends in the US earnings reports and reasons for the strength of Japanese equities this year. As markets seem convinced of a rate cut by the US Federal Reserve this week, we consider whether the Fed has recently quietly relaunched a sizeable QE programme.

Archinomics weekly update: Monday 21 October 2019

Article | Investments | 21/10/2019

Despite a lack of resolution on the latest Brexit deal, the markets are reflecting a reduced risk of a no-deal Brexit. In this week's podcast our expert panel discuss our tactical response, then move on to our view on commodities, in the light of weaker data from China.

Archinomics weekly update: Monday 14 October 2019

Article | Investments | 14/10/2019

Financial markets were driven by positive sentiment on the US/China trade war and Brexit negotiations. The coming week could prove pivotal to the Brexit story, while the US earnings season will be kicked off by the banking sector. 

The monthly review: September's close look

Article | Investments | 10/10/2019

The US Federal Reserve (Fed) has cut interest rates for the second time in a decade. The European Central Bank (ECB) has followed suit, while the Bank of Japan is planning to cut soon.

The monthly review: September's top stories

Article | Investments | 10/10/2019

SEPTEMBER • What happened?

Archinomics weekly update: Monday 7 October 2019

Article | Investments | 07/10/2019

After a tough week for the UK equity market and weaker PMI data across the board, our expert panel discuss the possible central bank response. US/China trade talks this week and the beginning of the US reporting season next week could result in another volatile October.

Archinomics weekly update: Monday 30 September...

Article | Investments | 30/09/2019

In this week's podcast our expert panel discusses how the oil price fell sharply, which boosted government bond markets, while equity markets struggled with lower inflation and growth prospects. 

Tactical Asset Allocation: September update

Article | Investments | 27/09/2019

In this podcast, Mayank Markanday, CFA senior investment manager, and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views.

Markets troubled by growth fears

Article | Investments | 24/09/2019

The prospect of slower growth and lower interest rates sets a volatile backdrop for equities (also known as shares), where we maintain an underweight stance. We fully expect the US Federal Reserve to respond to growth fears with rate cuts. 

August brought a burst of volatility

Article | Investments | 24/09/2019

Tariff issues and tweets from US president Donald Trump fuelled this volatility. This resulted in shares (also referred to as ‘equities’) selling off and bonds going up.

Markets react dramatically to Trump’s tweet

Article | Investments | 24/09/2019

This combined with the low stock market trading volumes typical of the holiday month of August, prompted profit taking and shares sold off globally. The UK and Japan were among the worst performing developed markets but those losses were exceeded by the drop in returns from emerging market shares.

Archinomics weekly update: Monday 23 September...

Article | Investments | 23/09/2019

In this week's podcast our expert panel discusses the impact of US interest rate cuts; the effect of the US-China trade war on emerging markets and global economic growth; and the contribution fiscal stimulus can make across the world. 

Archinomics weekly update: Monday 16 September...

Article | Investments | 16/09/2019

In this week's podcast our expert panel considers the response of the US Federal Reserve to slightly weaker numbers on US manufacturing and jobs, as well as developments on the trade dispute with China.

Liquidity matters

Article | Investments | 12/09/2019

Liquidity, or the ease of buying and selling an investment, has been at the centre of one of the big stories of recent months. 

The Monthly Review August 2019: Close Look

Article | Investments | 11/09/2019

As wildfires burn in the Amazon and sea temperatures climb, President Macron has joined climate activists in claiming that ‘our house is burning’. Environmental harm presents both a challenge and an opportunity, for those hoping to invest wisely, but also make a difference. 

Monthly Review August 2019: Quick Look

Article | Investments | 11/09/2019

AUGUST: What happened?

Archinomics weekly update: Monday 9 September...

Article | Investments | 09/09/2019

In this week's podcast our expert panel considers the response of the US Federal Reserve to slightly weaker numbers on US manufacturing and jobs, as well as developments on the trade dispute with China.

Markets unimpressed by US interest rate cut

So far this year, markets have been driven by expectations of interest rate cuts and the progress of the US/China trade war.

Archinomics weekly update: Monday 2 September...

Article | Investments | 02/09/2019

In this week's podcast, our expert panel discusses the long and short-term impacts of political machinations in Italy; Brexit developments in the UK as prime minister Boris Johnson moves to suspend Parliament from 10 September; and what to expect this week. 

Equities benefit from fed cut

US equities benefited from a combination of better than expected corporate earnings and the US Federal Reserve (Fed) rate cut. In the UK, equities advanced because of the weakness in the pound which boosts the sterling value of the overseas earnings of big multinational FTSE 100 companies.

Focus on the fed

The immediate market reaction was disappointment as it became clear that there were some questions over any further rate cuts this year. As a result, equity markets sold-off on the last day of the month.

Archinomics weekly update: Tuesday 27 August 2019

Article | Investments | 27/08/2019

In this week's podcast, our expert panel discusses the escalation in the trade war, the market focus on monetary policy and what to expect this week. 

Real assets insights – Q2 2019

Article | Investments | 20/08/2019

Find out what’s been happening in the real assets space and alternatives more broadly over the quarter.

Archinomics weekly update: Monday 19 August 2019

Article | Investments | 19/08/2019

In this week's podcast, our expert panel discuss what is the US inverted yield curve and what is it trying to tell us; 

Market Outlook Weather Report

The Architas education series

Article | Videos | 15/08/2019

Which regions are ‘bright and sunny' and which are set for a ‘cloudy outlook'? Watch as our Senior Investment Manager, Nathan Sweeney, takes you through the economic outlook in August 2019.

Archinomics weekly update: Monday 12 August 2019

Article | Investments | 12/08/2019

In this podcast, our expert panel discusses the trade war switching to a potential currency war; gold hitting a six-year high and the chances of a cut in UK interest rates.

Archinomics weekly update: Monday 5th August 2019

Article | Investments | 05/08/2019

In this podcast Archinomics contributors discuss the Fed cutting interest rates, oil prices falling and currency movements.

Market Outlook Summer 2019

The Architas education series

Article | Videos | 30/07/2019

Jaime Arguello, the Chief Investment Officer of Architas, discusses the risks and opportunities that lie ahead for markets for the rest of 2019 in this short five-minute video update.

Archinomics weekly update: Monday 29th July 2019

Article | Investments | 29/07/2019

In this podcast Archinomics contributors discuss the impact of US earnings and the ECB meeting last week. The upcoming trade talks in Shanghai and the US Federal Reserve meeting are on the agenda for this week. 

Archinomics Weekly update: Monday 22nd July 2019

Article | Investments | 29/07/2019

This week’s Archinomics update is presented by Deputy Chief Investment Officer Sheldon MacDonald and European Equities Analyst Benoit Labéyrie interviewed by Avni Thakrar, Product Specialist.

Stocks on the up

Article | Investments | 24/07/2019

June was a positive month across the majority of asset classes, with investors taking confidence from the US Federal Reserve (Fed) hinting at lower interest rates.

Equity and bond markets boosted by Fed action

Article | Investments | 24/07/2019

We had a very strong equity market with the US market experiencing its best June since 1955. The source behind the lift to markets in general was the US Federal Reserve (Fed) indicating that it could cut interest rates soon, potentially reversing a number of the four rate rises of last year. As a result many markets acted as if the Fed has already made the cuts.

Global central banks drive markets higher

Article | Investments | 24/07/2019

The majority of this was driven by central bank comments. Specifically, we saw the US Federal Reserve (Fed) indicating that they were willing to look at cutting interest rates which could happen as soon as July. 

Five factors that help us protect investors from...

Article | Investments | 04/07/2019

News stories about liquidity concerns in several funds have highlighted the need for rigorous fund selection. At Architas we pride ourselves on robust due diligence processes that can help avoid unsuitable investments.

Architas in Ireland appoints new team

Article | press releases | 25/06/2019

Architas announce the appointment of several new roles within its Dublin-based business.

Architas Market Outlook

The Architas education series

Article | Videos | 29/03/2019

Which regions are ‘bright and sunny' and which are set for a ‘cloudy outlook'?
Watch as our Senior Investment Manager, Nathan Sweeney, takes you through the economic outlook.

Architas inflows remain strong despite tough year

Article | press releases | 15/03/2019

2018 was a tough year for asset managers, financial advisers and their clients. After strong market returns the previous year, 2018 saw falls across nearly every asset class.

Architas Q4 2018 Fund manager thoughts: Specialist...

Article | Videos | 14/02/2019

Mayank Markanday, Investment Manager for Architas, talks about the risks faced by markets and the importance that company earnings could have on market sentiment.  

Architas Q4 2018 Fund manager thoughts: Specialist...

Article | Videos | 14/02/2019

Mayank Markanday, Investment Manager for Architas, talks about the risks faced by markets and the importance that company earnings could have on market sentiment.

Architas Q4 2018 Fund manager thoughts: Passive...

Article | Investments | 14/02/2019

Alex Burn, Investment Manager for Architas, explains about the volatility of the last quarter and how US interest rate rises will be central to 2019.

Architas Q4 2018 Fund manager thoughts: Passive...

Article | Videos | 14/02/2019

Alex Burn, Investment Manager for Architas, explains about the volatility of the last quarter and how US interest rate rises will be central to 2019.

Architas Q4 2018 Fund manager thoughts: Active...

Article | Videos | 14/02/2019

Nathan Sweeney, Senior Investment Manager for Architas, discusses the last quarter's turbulent time and his hopes for equities for the first quarter. 

Architas Q4 2018 Fund manager thoughts: Active...

Article | Videos | 14/02/2019

Nathan Sweeney, Senior Investment Manager for Architas, discusses the last quarter's turbulent time and his hopes for equities for the first quarter. 

Architas Q4 2018 Fund manager thoughts: Blended...

Article | Videos | 14/02/2019

Sheldon MacDonald, Deputy Chief Investment Officer for Architas, talks through the difficulties faced by markets last quarter and the worries over global growth. 

Architas Q4 2018 Fund manager thoughts: Blended...

Sheldon MacDonald, Deputy Chief Investment Officer for Architas, talks through the difficulties faced by markets last quarter and the worries over global growth. 

Video: Seven tips for first-time investors

The Architas education series

Article | Education | 28/01/2019

We have produced this video for you to use with your early-stage clients who are just starting out on their investment journey.
Whether it is putting aside a little every month or investing a lump sum, it can be difficult investing for the first time, especially in this volatile climate.

Video: Choosing an investment approach

The Architas education series

Article | Education | 28/01/2019

If you’re investing in a fund, an investment that pools together money from lots of individuals, then one decision to make is whether to choose an active or passive fund?

This video takes a look at the different investment approaches to help you decide what might be best for you.

Architas jumps to second on FE Crown Ratings...

Article | press releases | 22/01/2019

Architas has been placed second by FE in terms of fund groups receiving the 5 FE Crown Ratings. Architas has more than doubled its number of 5 FE Crown Rated funds from six to 13 since the last bi-annual assessment.

Architas' View of markets and Outlook for 2019

Article | Videos | 16/01/2019

In this client friendly video Architas' Chief Investment Officer Jaime Arguello talks through the past year, the big investment themes for 2019 while touching on real assets and ESG investing. All in just over four minutes. This is also handily subtitled in case you want to view on the train!

Alternatives – weighing up the options

Article | Investments | 14/12/2018

With markets now later in the cycle, interest rates on the road to normalising and the bull market of the last decade stuttering, alternatives are now in the limelight more than ever.

Helping your clients meet the flexible retirement...

Article | Investments | 15/11/2018

Retirement savers have been given a lot of freedom with their pension pot. But we all know the choices people now face at retirement can seem a little overwhelming. That is why we have produced this guide for you to share with your clients.

New tools to help investor understanding

Article | Investments | 14/11/2018

We all want to help clients understand what they’re investing in and to try to break down the barriers some feel about investing.  Working with our network of adviser clients, we have designed two new tools to increase the transparency and understanding of the Architas Funds you may recommend.

Get updates to your inbox

Simply enter your name, company and email address to get our insights, thought leadership, market commentaries, event invitations and fund updates straight to your inbox. 

We use cookies to give you the best possible experience of our website. If you continue, we'll assume you are happy for your web browser to receive all cookies from our website. See our cookie policy for more information on cookies and how to manage them.