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Archinomics weekly update: Monday 02 Dec 2019

6 days ago

In this week's podcast...

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. As a phase one trade deal between the US and China remains unsigned, we focus on the situation in China and what might be holding them back.

Presented by Quentin De Bottini, Investment Manager, and Sheldon MacDonald, CFA Deputy Chief Investment Officer. Hosted by Lorna Denny Senior Investment Specialist.

Further listening

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.

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.

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