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Latest Podcasts

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.

Archinomics weekly update: Monday 4 November 2019

Article | Investments | 04/11/2019

Our expert panel discuss last week's US Federal Reserve interest rates cut, and the suggested pause before any further cuts. We look at the improving prospects for US growth and the implications for Emerging Markets, before turning to sterling in the light of Brexit and General Election developments.

Archinomics weekly update: Monday 28 October 2019

Article | Investments | 28/10/2019

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.

Archinomics weekly update: Monday 21 October 2019

Article | Investments | 21/10/2019

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.

Archinomics weekly update: Monday 14 October 2019

Article | Investments | 14/10/2019

Financial markets were driven by positive sentiment on the US/China trade war and Brexit negotiations. The coming week could prove pivotal to the Brexit story, while the US earnings season will be kicked off by the banking sector. 

Archinomics weekly update: Monday 7 October 2019

Article | Investments | 07/10/2019

After a tough week for the UK equity market and weaker PMI data across the board, our expert panel discuss the possible central bank response. US/China trade talks this week and the beginning of the US reporting season next week could result in another volatile October.

Archinomics weekly update: Monday 30 September...

Article | Investments | 30/09/2019

In this week's podcast our expert panel discusses how the oil price fell sharply, which boosted government bond markets, while equity markets struggled with lower inflation and growth prospects. 

Tactical Asset Allocation: September update

Article | Investments | 27/09/2019

In this podcast, Mayank Markanday, CFA senior investment manager, and Avni Thakrar, CFA senior product specialist, discuss Architas’ latest tactical asset allocation views.

Archinomics weekly update: Monday 23 September...

Article | Investments | 23/09/2019

In this week's podcast our expert panel discusses the impact of US interest rate cuts; the effect of the US-China trade war on emerging markets and global economic growth; and the contribution fiscal stimulus can make across the world. 

Archinomics weekly update: Monday 16 September...

Article | Investments | 16/09/2019

In this week's podcast our expert panel considers the response of the US Federal Reserve to slightly weaker numbers on US manufacturing and jobs, as well as developments on the trade dispute with China.

Archinomics weekly update: Monday 9 September...

Article | Investments | 09/09/2019

In this week's podcast our expert panel considers the response of the US Federal Reserve to slightly weaker numbers on US manufacturing and jobs, as well as developments on the trade dispute with China.

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