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Archinomics weekly update: Monday 21 October 2019

25 days ago

In this week's podcast...

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.

Presented by Sheldon MacDonald, CFA Deputy Chief Investment Officer, and Solomon Nevins, CFA Senior Investment Manager. Hosted by Jonathan Arthur, Senior Product Specialist.

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

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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