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Archinomics weekly update: Monday 2 September 2019

2 months ago

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. 

Presented by Sheldon MacDonald, CFA Deputy Chief Investment Officer, and Investment Manager Benoit Labeyrie, CFA.

Click on the player below to listen to the podcast.

Happy listening

Further listening

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.

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