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Archinomics weekly update: Monday 11 November 2019

27 days ago

In this week's podcast...

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.

Presented by Mayank Markanday, CFA Senior Investment Manager, and Nathan Sweeney, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist.

Click on the player image below to listen to the podcast on the Soundcloud platform.

Happy listening!

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 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. 

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