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All your insights in one place

A full back catalogue of articles, podcasts, videos and useful materials from Architas and our global partners covering a variety of key topics on investments, multi-manager investing, financial markets, macroeconomics, ESG and Megatrends to aid your investment journey and broaden your knowledge.

Why diversification and compounding are the keys...

Article | Investments | 24/11/2021

Robert Donald explains the benefits of diversification and compounding, and how a multi-strategy approach can help achieve both.

Archinomics Weekly - Monday 22nd November 2021

Article | Investments | 22/11/2021

US October retail sales jumped 1.7%, the strongest gain since March, while September data were revised higher.

Archinomics Weekly - Monday 15th November 2021

Article | Investments | 15/11/2021

US Consumer Prices Index (CPI) inflation rose at its fastest pace since 1990, coming in at 6.2% year-on-year.

Archinomics Monthly - October 2021

Article | Investments | 09/11/2021

The UN Climate Change Conference, or COP26, began in Glasgow, with the agenda for the two weeks of meetings focusing on more ambitious targets for net zero emissions, an end to deforestation and a significant reduction in the use of coal for power production, as well as the promotion of renewable alternatives. 

Archinomics Weekly - Monday 8th November 2021

Article | Investments | 08/11/2021

The Fed announced plans for a gradual tapering of its pandemic-era bond buying programme, while committing to remaining ‘patient’ on inflation.

Spotlight on tapering

Article | Investments | 05/11/2021

After a string of strong employment and inflation reports, central bank policy makers including the Federal Reserve, the ECB, the BoE and the BoJ are examining the potential for a start to tapering bond purchases as soon as November 2021.

Close Look: Semiconductor squeeze - what's the big...

Article | Investments | 02/11/2021

Small but powerful, semiconductors run the electronics in products from smartphones to cars, from washing machines to tablets. We take a look at this vital component of life in the 21st century and why they are proving so hard to source.

Monthly Review - October 2021

Article | Investments | 02/11/2021

It was a tough month for the US tech sector, despite some strong quarterly earnings. Amazon’s live streaming service Twitch was hacked, leading to a major data breach. 

Archinomics Weekly - Monday 1st November 2021

Article | Investments | 01/11/2021

The European Central Bank downplayed concerns over inflation, suggesting levels would moderate in 2022, then settle below target.

The View: Autumn 2021 edition

Article | Investments | 26/10/2021

The Autumn edition of The View provides a step-by-step guide to how the political and economic environment has driven financial markets, and what this means for your investments.

Archinomics Weekly - Monday 18th October 2021

Article | Investments | 18/10/2021

US headline CPI inflation hit a thirteen year high, driven by volatile elements such as energy, food and rent.

Archinomics Weekly - Monday 11th October 2021

Article | Investments | 11/10/2021

Stock market sentiment ended the week on a high note, as US Senators averted a potential debt crisis. Markets finished the week higher in the US, Europe and the UK. 

Archinomics Monthly - September 2021

Article | Investments | 07/10/2021

Evergrande, the Chinese property giant, became the most high profile casualty of recent regulatory reforms. The world’s most endebted property company approached a crisis point as interest payments to foreign creditors were missed.

Monthly Review - September 2021

Article | Investments | 05/10/2021

Evergrande, the giant property developer, became the latest high-profile casualty of China’s government clampdowns. Property speculation sits firmly in the sights of President Xi, in his bid to stamp out extreme wealth for the few and promote ‘common prosperity’ in China. 

Close Look: Helicopter money - what's the big...

Article | Investments | 04/10/2021

The term ‘helicopter money’ has been heard many times since the Great Financial Crisis, describing a particular and unorthodox style of monetary policy. Has the experiment ever been tried, and has it ever worked? We hover down and take a closer look. 

Archinomics Weekly - Monday 4th October 2021

Article | Investments | 04/10/2021

Inflation continued to rise in the Europe in September, but the European Central Bank reiterated its view that inflation is transient and accommodative monetary policy must continue.

Big Oil turns green

Article | Investments | 29/09/2021

As the major economies have pledged one by one to achieve net zero emissions of carbon (NZE) within decades, shareholders have put pressure on the world’s biggest fossil fuel companies to move in the same direction. 

Archinomics Weekly - Monday 27th September 2021

Article | Investments | 27/09/2021

Nine officials from the US Federal Reserve now expect an interest rate rise in 2022, according to the latest projections. Fed Chair Jay Powell also hinted that the central bank could announce the tapering of its bond-buying programme in November.

Archinomics Weekly - Monday 20th September 2021

Article | Investments | 20/09/2021

Most major stock markets fell last week, as concerns over Covid-19 and economic growth dampened risk sentiment.

Archinomics Monthly - August 2021

Article | Investments | 17/09/2021

China continued to impose its regulatory clampdown on a widening spread of sectors, from education and tech, to prescription medicine and alcohol, with a view to enhancing ‘common prosperity’. Equities in the targeted sectors fell sharply in response.  

Archinomics Weekly - Monday 13th September 2021

Article | Investments | 13/09/2021

US equity markets turned more downbeat, on growth and inflation concerns. European markets also edged lower, pulled down by regional economic uncertainty.

Archinomics Weekly - Monday 6th September 2021

Article | Investments | 06/09/2021

US stock markets hit all-time highs again last week, led by the tech-focused Nasdaq. European markets were also slightly higher. It was a stronger week for Asian and emerging markets, with China gaining 1.7% and Japan’s Nikkei 225 rising 5.4%.  

Close Look: Financial decoupling - what's the big...

Article | Investments | 03/09/2021

The world’s two major economies, the US and China, are pulling apart. After many decades of moving in tandem on trade, it’s been called ‘financial decoupling’. Some claim that the tariff wars of the Trump presidency were the beginning of the end, but China has long been preparing for the split.

Monthly Review - August 2021

Article | Investments | 03/09/2021

President Biden has signed an order for 50% of all US new car sales to be electric vehicles (EVs) by 2030. The aim is to slash emissions from transport, the major contributor at almost 30% of the US total. It is perhaps a tall order, as the current EV market share is only 2%, the majority being high end Teslas.

Archinomics Weekly - Tuesday 31st August 2021

Article | Investments | 31/08/2021

The US dollar weakened against most majors, as the Federal Reserve gave no clear timing on tapering plans. 

Archinomics Weekly - Monday 23rd August 2021

Article | Investments | 23/08/2021

US equity markets were troubled by hints that the Federal Reserve (Fed) might begin tapering its bond buying programme before the end of the year, although the Nasdaq outperformed. European markets fell sharply on growth recovery fears, prompted by the spread of the Delta variant.

Archinomics Weekly - Monday 16th August 2021

Article | Investments | 16/08/2021

Markets will look to the Federal Reserve’s FOMC minutes and the latest US retail sales data for direction, while a flurry of retail earnings could keep the focus on consumer strength. 

When OT meets IT: Bridging the cybersecurity gap...

Article | Investments | 10/08/2021

All crises tend to expose vulnerabilities and accelerate transformation. The uniqueness from which the Covid-19 crisis has stemmed has shone a new light on the potential disruption to operational and technological infrastructure, as an increasingly connected world has had to operate remotely.

Archinomics Monthly - July 2021

Article | Investments | 10/08/2021

July was a positive month for most developed stock markets, with the US and Europe both hitting new all-time highs on the back of strong corporate earnings. The euro rose against the dollar, but fell against sterling and the Japanese yen. The Japanese yen enjoyed a strong month, rising against the euro, dollar and sterling. 

Archinomics Weekly - Monday 9th August 2021

Article | Investments | 09/08/2021

Oil saw volatile trading, suffering its sharpest weekly decline so far this year. Gold fell almost 3%, as bond yields moved higher.

Close Look:Central bank digital currencies -...

Article | Investments | 04/08/2021

Central bank digital currencies, or CBDCs for short, have been called ‘a concept whose time has come’. Ironically for an age when cryptocurrencies or ‘decentralised finance’ are on the rise, it seems that major central banks are exploring the merits of digital versions of their own currencies.

Monthly Review - July 2021

Article | Investments | 04/08/2021

A key challenge for global central banks remains the sharp spike in inflation. Driven by used cars, travel and lodging, US inflation shot up by 5.4% in June. That’s the highest for 13 years. If higher inflation takes hold, the US Federal Reserve might have to act aggressively to slam the overheating economy into reverse.

Archinomics Weekly - Monday 2nd August 2021

Article | Investments | 02/08/2021

Global equity market sentiment ended the week on a downbeat note, despite the US Federal Reserve’s (Fed’s) cooling of tapering expectations. In the US, the Dow Jones, S&P 500 and Nasdaq Composite all closed lower. European equities were mixed amid global growth fears. 

Archinomics Weekly - Monday 26th July 2021

Article | Investments | 26/07/2021

Japanese indices fell on fears that the Olympic Games would worsen the spread of the Delta variant, while in China large cap indices underperformed slightly.

Archinomics Weekly - Monday 19th July 2021

Article | Investments | 19/07/2021

US Treasuries reacted calmly to the inflation figure, as yields slipped slightly, and prices rose, for longer-dated bonds. Core eurozone yields also fell. 

The View: Summer 2021 edition

Article | Investments | 16/07/2021

The Summer edition of The View provides a step-by-step guide to how the political and economic environment has driven financial markets, and what this means for your investments.

Archinomics Weekly - Monday 12th July 2021

Article | Investments | 12/07/2021

US equities once again hit record levels, pulled higher by the interest rate sensitive real estate sector. Eurozone markets ended the week little changed after dipping on growth concerns, as Covid-19 infection rates climbed

Archinomics Monthly - June 2021

Article | Investments | 12/07/2021

President Biden gained bipartisan support for the first phase of his infrastructure bill, worth $1 trillion. The package will focus on traditional elements, such as roads and bridges, and could add as much as 1 percentage point to GDP growth.

Close Look: Big data - what’s the big story?

Article | Investments | 08/07/2021

Data has proved to be a very valuable commodity in the 21st century. And big data even more so. Characterised by the 3 Vs, that is volume, variety and velocity, a new service industry has built up around the collection, collation and analysis of big data. 

Monthly Review - June 2021

Article | Investments | 07/07/2021

The G7 group of nations has agreed a deal for a global minimum tax rate of at least 15%. The new rules will see the largest and most profitable companies paying tax in the countries where they do business, not just where they are registered.

Archinomics Weekly - Monday 5th July 2021

Article | Investments | 05/07/2021

In the US, the S&P 500 and the Nasdaq hit new highs and logged a fifth consecutive positive quarter. European markets were weakened by concerns that inflationary pressures could bring forward interest rate hikes. 

Archinomics Weekly - Monday 28th June 2021

Article | Investments | 28/06/2021

Financial markets recovered this past week in the aftermath of updated commentary from the US Federal Reserve (Fed). The S&P 500 rose 2.74% hitting an all-time high on Friday as President Joe Biden’s infrastructure stimulus plan boosted reflation optimism.

Archinomics Weekly - Monday 21st June 2021

Article | Investments | 21/06/2021

Federal Reserve comments about the possibility of raising interest rates and tapering monetary support caused volatility in the stock markets. 

Archinomics Weekly - Monday 7th June 2021

Article | Investments | 07/06/2021

US equity markets crept higher, boosted by strong macro data and led by the energy sector. European markets also advanced, although were held in check by inflationary fears. 

Close Look: Commodities supercycle - what’s the...

Article | Investments | 03/06/2021

A synchronised recovery of the world’s major economies, boosted by huge rescue packages, has sucked demand for raw materials higher. Prices of commodities from oil to copper and from iron ore to timber have soared, with some touching record levels.

Monthly Review - May 2021

Article | Investments | 03/06/2021

The minutes of the US Federal Reserve’s latest meeting showed some members proposed a plan for broaching the subject with the markets. And that could be as early as the end of this year. 

Archinomics Weekly - Tuesday 1st June 2021

Article | Investments | 01/06/2021

In Europe, the DAX 30, CAC 40 and Euro Stoxx 50 all hit record highs, as markets closed a fourth successive month of gains. 

Copper - the green metal

Article | Investments | 26/05/2021

As economies reopen, demand for copper will naturally grow. This versatile metal is widely used in the construction and infrastructure industries, making it a good bellwether for the strength of the world economy. 

Archinomics Weekly - Monday 24th May 2021

Article | Investments | 24/05/2021

In Europe, most regional stock markets ended the week higher, while the UK’s FTSE 100 fell 0.4%.

Archinomics Weekly - Monday 17th May 2021

Article | Investments | 17/05/2021

US markets came off record highs as core inflation surprised on the upside. The Nasdaq was particularly hard hit. 

Archinomics Monthly - April 2021

Article | Investments | 14/05/2021

Vaccination programmes against Covid-19 accelerated in Europe and continued apace in the US, the UK and Israel, prompting speculation that herd immunity might have been attained. Meanwhile a new variant sent infection rates to record levels in India.

Close look: PMI data - what’s the big story?

Article | Investments | 07/05/2021

As the global economy roars back to life, the monthly announcements of PMI data are closely scrutinised. These data shed light on current economic trends and, crucially at this point, the strength of the recovery. But what does this familiar three letter acronym stand for and what do the data actually represent?

Monthly Review - April 2021

Article | Investments | 05/05/2021

Joe Biden completed his first hundred days as president of the United States.  We look at what he has delivered so far.

Archinomics Weekly - Tuesday 4th May 2021

Article | Investments | 04/05/2021

Government bond prices in the US, UK and Europe were all weaker last week (and yields rose). In Europe, yields rose on the back of high German inflation data and concerns that the Federal Reserve could taper its bond-buying programme.

Archinomics Weekly - Monday 26th April 2021

Article | Investments | 26/04/2021

Equity markets around the globe struggled to make headway, in the face of a resurgence of Covid-19 outbreaks.

The View: Spring 2021 edition

Article | Investments | 22/04/2021

The Spring edition of The View provides a step-by-step guide to how the political and economic environment has driven financial markets, and what this means for your investments.

Archinomics Weekly - Monday 19th April 2021

Article | Investments | 19/04/2021

Nearly all major stock markets rose last week. In the US, the S&P 500 gained 1.4% on the back of promising retail sales and unemployment data.

Archinomics Weekly - Monday 12th April 2021

Article | Investments | 12/04/2021

US markets powered ahead, led by the Nasdaq, as tech stocks rallied. 

Monthly Review - March 2021

Article | Investments | 07/04/2021

After a high-flying year in 2020, as one of the key beneficiaries of global lockdowns, the tech sector has encountered a spell of turbulence.

Archinomics Weekly - Tuesday 6th April 2021

Article | Investments | 06/04/2021

The S&P 500 crossed the 4,000 mark, buoyed by President Biden’s $2.25 trillion infrastructure investment plan, as the US vaccine rollout continued to beat targets.

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