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Latest insights

The monthly review: December's top stories

Article | Investments | 09/01/2020

DECEMBER: What happened?

Podcast - Archinomics weekly market update: Monday...

Article | Investments | 06/01/2020

We review a strong end of the year for risk assets, boosted by the phase one US/China trade deal and further monetary stimulus from China.  With geopolitical tensions potentially rising, we conclude with thoughts for the markets in 2020.

Podcast - spotlight on the UK general election

Article | Investments | 13/12/2019

A landslide victory for Boris Johnson’s Conservative party has provoked a positive response from sterling and many UK asset classes. We look at these initial reactions and consider broader implications for asset allocation in 2020.

How will the election affect markets?

Article | Investments | 13/12/2019

A Conservative win was always likely to be the most market-friendly outcome. We anticipate this will provide positive sentiment for UK shares (equities), but it will also be positive for sterling, which might undermine the sentiment boost, as FTSE heavyweights earn a significant portion of their revenues overseas. 

Archinomics weekly update: Monday 09 Dec 2019

Article | Investments | 09/12/2019

This week will be dominated by three events: the US Federal Reserve meeting; the deadline for a further tranche of US tariffs on electronics imports from China; and the UK General Election.

Video: Architas Market Weather Report for Winter...

Article | Videos | 06/12/2019

In these turbulent times, which regions are set for stormy economic weather and which will enjoy a calm and sunny outlook? Watch as our senior investment manager, Nathan Sweeney, takes you through the economic weather.

The annual review: 2019's top stories

Article | Investments | 05/12/2019

2019 • What happened?

Tactical Asset Allocation:December update

Article | Investments | 02/12/2019

This month, we’ve moved from a moderate underweight to a neutral position in equities. In fixed income, we have increased our US duration from a neutral position to a moderate overweight position and reduced high yield from moderate overweight to neutral.

Megatrends – the forces shaping our future

Article | Investments | 02/12/2019

What is a megatrend? In this article we find out what they are and what they mean for investors, before examining five megatrends...

Archinomics weekly update: Monday 02 Dec 2019

Article | Investments | 02/12/2019

With markets in wait-and-see mode, we look at events coming up which could create volatility, such as the US Federal Reserve meeting and the UK election next week. 

Positive data, but risks remain

Article | Investments | 26/11/2019

Concerns over global growth appeared to lessen with the release of some positive economic data in October. However, risks still remain – elections, trade tariffs and geopolitical tensions to name but a few.

A good month for US stocks

Article | Investments | 26/11/2019

The US stock market delivered a record-beating performance in October, with the S&P 500 index hitting fresh highs. 

Archinomics weekly update: Monday 25 November...

Article | Investments | 25/11/2019

Delays to signing phase one of the US/China trade deal have had differing impacts on sentiment in Europe and the emerging markets. We also discuss the possible repercussions of elections in Hong Kong over the weekend.

Safe haven investing

Article | Investments | 20/11/2019

Global growth worries and a trade war between the world’s two largest economies, the US and China, have led investors towards...

Video: World Market Review

Article | Videos | 20/11/2019

We recently caught up with advisers from Belfast at one of our World Market Review roadshow events.

Real assets insights - Q3 2019

Article | Investments | 19/11/2019

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

The monthly review: October's top stories

Article | Investments | 18/11/2019

OCTOBER • What happened?

 

The monthly review: October's close look

Article | Investments | 18/11/2019

A listing on the stockmarket is the dream of many a wannabe unicorn start-up. But sky-high valuations can sometimes be built on fantasy rather than sound expectations. 

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

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.

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.

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