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Archinomics weekly update: Monday 28 October 2019

18 days ago

In this week's podcast...

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.

Presented by Sheldon MacDonald, CFA Deputy Chief Investment Officer, and Alex Burn, CFA 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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