Skip to main content Skip to site footer

You are using an outdated browser. Please upgrade your browser to improve your experience.

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.

Re-globalisation: what’s the big story?

Article | Investments | 03/10/2023

The last few years, marked by the global pandemic and geopolitical tensions, have brought a period of de-globalisation of world trade. However, despite disruption to the established trading order, with its extended supply chains, new patterns of trade continue to emerge.

Monthly Review - September 2023

Article | Investments | 03/10/2023

Markets contemplated a milestone moment, as western central banks appeared to hit the ‘high for long’ pause in their hiking cycle. The US Federal Reserve (Fed) and the Bank of England left rates on hold, a week after the European Central Bank (ECB) raised rates, possibly for the last time this cycle.

The View - asset allocation update

Article | Investments | 18/09/2023

August brought the usual pause in both central bank meetings and interest rate decisions. However, the month ended with the Jackson Hole summit for global central bankers.

Archinomics Monthly - August 2023

Article | Investments | 06/09/2023

China’s economic activity remained under pressure. Exports tumbled 14.5% year on year in July, the steepest fall since the start of the pandemic, while imports fell 12.4% on a year-on-year basis.

Energy markets: what’s the big story?

Article | Investments | 05/09/2023

As summer temperatures soared in the northern hemisphere, the head of the UN claimed that the world had moved to an ‘era of global boiling’. The International Energy Agency (IEA) declared in June that oil consumption of 103 million barrels per day (mbpd) was the highest figure ever recorded, a reminder that energy is required for cooling as well as heating. 

Monthly Review - August 2023

Article | Investments | 05/09/2023

President Biden’s clean energy bill, known as the Inflation Reduction Act, passed its first birthday. The legislation, worth up to $369 billion in tax breaks and subsidies, has catapulted the US to become a global leader in green technology, as well as advancing its 2050 net zero goals.

The View - asset allocation update

Article | Investments | 21/08/2023

The US Federal Reserve (Fed) resumed its rate hiking path in July, with interest rates hitting a 22 year high. However, as US inflation continued to moderate, the Fed insisted it would be ‘data dependent’ regarding further rate hikes this year. 

Archinomics Monthly - July 2023

Article | Investments | 04/08/2023

After the pause in June, the US Federal Reserve (Fed) raised interest rates by 25 basis points in July, taking the federal funds rate to a range of 5.25-5.50%, a 22-year high.

Advanced microchips- what’s the big story?

Article | Investments | 03/08/2023

The ‘Magnificent Seven’ big tech stocks continue to dominate the S&P 500 index. Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla and Meta now represent around 30% of the index. The standout performer among them has been Nvidia, the superchip manufacturer, whose share price has more than tripled so far this year. 

Monthly Review - July 2023

Article | Investments | 03/08/2023

After its June ‘skip’, the US Federal Reserve (Fed) resumed the path of rising interest rates, delivering the eleventh hike in twelve meetings and hitting a 22 year high. With inflation recently dipping towards the Fed’s 2% target, could the peak in this rate cycle finally have been reached? 

The View - asset allocation update

Article | Investments | 17/07/2023

The US Federal Reserve (Fed) paused its rate-hiking stance for the first time in 14 months and indicated that investors should expect two more hikes in 2023. Despite this, recent inflation data have proved benign.

Archinomics Monthly - June 2023

Article | Investments | 06/07/2023

The US Federal Reserve (Fed) paused its rate-hiking stance for the first time in 14 months as it waits to see how the significant hikes already implemented will feed through into the economy.

Narrow market leadership- what’s the big story?

Article | Investments | 05/07/2023

It is often said that putting all your eggs in one basket is a risky investment strategy. And that a diversified range of investments helps to spread the risk inherent in financial markets. 

Monthly Review - June 2023

Article | Investments | 05/07/2023

US Federal Reserve (Fed) Chair Jay Powell described the absence of an interest rate hike in June as a ‘skip’ and not a ‘pause’, as the Fed’s dotplots pointed to two further rate increases this year.

The View - asset allocation update

Article | Investments | 20/06/2023

Sentiment over the period grew increasingly upbeat, supported by agreement in the US Senate on an increase in the US debt ceiling and the Federal Reserve (Fed) decision to pause rate hikes in June.  In contrast, the Australian and Canadian central bank decisions to hike rates were reminders inflation remains a concern in developed economies. 

Archinomics Monthly - May 2023

Article | Investments | 06/06/2023

Semiconductor stocks surged as artificial intelligence (AI) and its applications became the focus of investor interest in May. Shares of NVIDIA surged as it raised its sales guidance significantly.

The US debt ceiling - what’s the big story?

Article | Investments | 02/06/2023

Financial markets have traded in a tight range over recent weeks. Market professionals put this down to the stand-off over the US debt ceiling, which prompted ratings agency Fitch to put the US on watch for a possible downgrade of its AAA rating. But what is this ceiling? 

Monthly Review - May 2023

Article | Investments | 02/06/2023

After decades in the doldrums, the Japanese stock market has roared back on to the hot list, hitting a 33 year high. And following six successive weeks of gains, international investors seem keen to join the rally. 

We use cookies to give you the best possible experience of our website. If you continue, we'll assume you are happy for your web browser to receive all cookies from our website. See our cookie policy for more information on cookies and how to manage them.