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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.

Spotlight on… inflation

Article | Education | 18/05/2021

The pandemic has led to far greater cooperation between governments and central banks. Governments can borrow and spend, in the knowledge that they won’t put pressure on the interest rates because central banks will stop that from happening. This has resulted in a powerful stimulant to the global economy.

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 Weekly Podcast - Monday 17th May 2021

Article | Podcasts | 17/05/2021

This week should bring further confirmation of the global rebound in economic activity, as well as more insight into the US Federal Reserve’s claims of ‘transitory’ inflation pressures. 

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.

The inflation conundrum

Article | ESG | 13/05/2021

Inflation fears are rumbling through financial markets again.

Partner insight from Pictet Asset Management

Archinomics Weekly Podcast - Monday 10th May 2021

Article | Podcasts | 10/05/2021

US Treasury Secretary Janet Yellen rattled both bond and equity markets globally with comments about interest rate hikes, before offering reassuring words on inflation.

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?

Why you shouldn’t try to time the top of the...

Article | ESG | 06/05/2021

At the end of March, the S&P 500 index of US large companies was valued at 34 times its earnings over the past 12 months.

Partner insight from Schroders Investment Management

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 Podcast - Tuesday 4th May 2021

Article | Podcasts | 04/05/2021

This week brings PMI data from around the world, with expectations of historically high numbers as economies rebound.

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.

Archinomics Weekly Podcast - Monday 26th April...

Article | Podcasts | 26/04/2021

US quarterly earnings largely beat expectations, although any shortfalls, such as Netflix new subscriber numbers, were swiftly punished by the markets. 

Can sustainable investing really save the world?

Article | ESG | 22/04/2021

From where we were to where we stand…can sustainable investing really save the world?

From where we were to where we stand…can sustainable investing really save the world?

Partner insight from Natixis Investment Managers

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.

Panel Podcast - On the investment radar

Article | Podcasts | 22/04/2021

The first quarter was characterised by renewed optimism, boosted by stimulus packages and vaccine rollouts. This brought a sector rotation in the equity markets, from growth to value stocks.

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 Podcast - Monday 19th April...

Article | Podcasts | 19/04/2021

US equity markets made new record highs, spurred on by strong consumer spending, while the post-pandemic bounce saw China’s GDP growth rate hit record levels. This week brings a raft of quarterly earnings from major US companies, such as Johnson & Johnson and Netflix.

Why the going is about to get tougher for...

Article | ESG | 15/04/2021

2020 was an extraordinary year for climate change action. Public opinion, governments, businesses and financial markets all had major shifts in their appreciation of the urgent need to address the climate crisis. 

Partner insight from Schroders Investment Management

Responsible Spotlight - April 2021

Article | ESG | 15/04/2021

New facts and insights from the world of responsible investing, available to you every month.

Archinomics Weekly - Monday 12th April 2021

Article | Investments | 12/04/2021

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

Archinomics Weekly Podcast - Monday 12th April...

Article | Podcasts | 12/04/2021

Equities rallied as government bond markets were reassured by the US Federal Reserve, with the tech heavy Nasdaq index at the forefront of gains. This week the focus will be on US inflation and retail sales data, as well as the expected rebound in China’s GDP after the pandemic-struck first quarter of 2020.

Smart data centres: a green real estate...

Article | ESG | 08/04/2021

The expansion of the digital economy is fuelling demand for data centres, but also raising concerns about their energy use. The solution to this problem comes in the form of an attractive green real estate investment. 

Partner insight from Pictet Asset Management

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.

Archinomics Weekly Podcast - Tuesday 6th April...

Article | Podcasts | 06/04/2021

President Biden’s infrastructure stimulus package, worth $2.25 trillion, stole the headlines and will be much debated in Congress over the coming week. Elsewhere, as strong survey data came through, China’s currency fell to the lowest point since the trade war with the US, on expectations that monetary stimulus measures will soon be withdrawn.

Archinomics Weekly - Monday 29th March 2021

Article | Investments | 29/03/2021

US stock markets finished the week in positive territory, as investors weighed up the reopening of the American economy with growing inflation concerns. European stock markets were mostly positive, although France’s CAC 40 index fell 0.8%. 

Archinomics Weekly Podcast - Monday 29th March...

Article | Podcasts | 29/03/2021

Value sectors continued the outperformance seen year to date, in anticipation of stronger global growth. The grounding of a massive container ship in the Suez Canal sparked volatility in the oil price, as well as significant disruption to global trade in manufactured goods. The focus for this week will be on US employment data, a series key to the US Federal Reserve’s interest rate policy.

Inflation and investments

Article | Investments | 25/03/2021

Confidence in a post-pandemic recovery is growing, boosted by vaccines and stimulus packages. 

New Asian century: post-pandemic opportunity

Article | ESG | 24/03/2021

A year after the Covid-19 outbreak triggered widespread social and economic upheaval, Asia is emerging out of the crisis stronger and with greater influence on the world stage, pulling the globe’s economic centre of gravity steadily to the East.

Partner insight from Pictet Asset Management

Bond investors and sustainability: is it all...

Article | ESG | 24/03/2021

In 2020, the global issuance of green bonds alone totalled $226 billion as governments and companies sought finance for planet-friendly initiatives, Bloomberg has revealed. That’s compared to about $40 billion at the end of 2015.

Partner insight from Schroders Investment Management

Are digital currencies the future of money?

Article | ESG | 22/03/2021

As technology and finance grow increasingly intertwined, how will new forms of money shake up the global economy? And what opportunities will they create along the way? 

Partner insight from Natixis Investment Managers

Panel podcast - Reopening the door to inflation

Article | Podcasts | 22/03/2021

The end of February brought a sudden spike in volatility, as longer dated bond prices fell and highly valued equities tumbled. The trigger was a bout of nervousness over rising inflation.

Archinomics Weekly - Monday 22nd March 2021

Article | Investments | 22/03/2021

Nearly all global stock markets rose last week. In the US, sentiment improved as a $1.9 trillion fiscal stimulus package was approved, and the latest Consumer Prices Index (CPI) data came in below expectations, helping to ease investors’ fears over inflation

Archinomics Weekly Podcast - Monday 22nd March...

Article | Podcasts | 22/03/2021

It was a positive week for most stock markets with sentiment improving as a result of wavering bond market volatility. And in the US  the S&P 500 and Dow Jones reach new all-time highs. Looking to the busy week ahead,  the US Federal Reserve meeting looks to be the main event with FOMC officials expected to release updated economic projections and could comment on rising Treasury yields.

What investors can learn from Bill Gates’ climate...

Article | ESG | 19/03/2021

When one of the world’s wealthiest individuals writes a book on avoiding climate disaster – and suggests changes we all need to make to our lifestyles – it is easy to be cynical.

Partner insight from Schroders Investment Management

Archinomics Weekly - Monday 15th March 2021

Article | Investments | 15/03/2021

Nearly all global stock markets rose last week. In the US, sentiment improved as a $1.9 trillion fiscal stimulus package was approved, and the latest Consumer Prices Index (CPI) data came in below expectations, helping to ease investors’ fears over inflation

Archinomics Weekly Podcast - Monday 15th March...

Article | Podcasts | 15/03/2021

It was a positive week for most stock markets with sentiment improving as a result of wavering bond market volatility. And in the US  the S&P 500 and Dow Jones reach new all-time highs. Looking to the busy week ahead,  the US Federal Reserve meeting looks to be the main event with FOMC officials expected to release updated economic projections and could comment on rising Treasury yields.

Blended finance: Finding the right mix of public...

Article | ESG | 12/03/2021

A blend of public and private money has certainly achieved a wealth of success in the past. In the US, the combination of public and private investment enabled many of the early infrastructure projects to be realised. 

Partner insight from Natixis Investment Managers

Responsible Spotlight - March 2021

Article | ESG | 11/03/2021

New facts and insights from the world of responsible investing, available to you every month.

Climate impact: think beyond stocks

Article | ESG | 10/03/2021

As attention increases for investors to take action on climate change, bondholders are taking active steps to influence issuers, while pension funds have the investment scale to meaningfully drive ESG progress.

Partner insight from BlueBay Asset Management

Can China really become carbon net zero by 2060?

Article | ESG | 10/03/2021

Is China serious about decarbonising? And how does a country that consumes more coal that the rest of the world combined get to carbon neutrality?

Partner insight from Schroders Investment Management

Archinomics Weekly - Monday 8th March 2021

Article | Investments | 08/03/2021

Bond market inflation fears continued to rattle highly valued equity markets.

Archinomics Weekly Podcast - Monday 8th March...

Article | Podcasts | 08/03/2021

Nervous trading in the bond markets continued to rattle highly valued equity sectors, while reassurance from the US Federal Reserve missed its mark. The week ahead should see President Biden’s $1.9 trillion American Rescue Plan signed into law, while February inflation data from the US and China might do little to calm the markets’ fears.

Archinomics Weekly 01.03.2021

Article | Investments | 01/03/2021

Inflation fears rocked US Treasury bond markets, triggering a widespread bout of volatility.

Archinomics Weekly Podcast - Monday 1st March...

Article | Podcasts | 01/03/2021

Volatility rose across global financial markets, propelled by the US government bond market’s fear of rising inflation. This week will bring further indicators of the recovery in economic activity, with US employment numbers expected the show the strongest pace of hiring since November.

Responsible investing under a Biden presidency

Article | ESG | 24/02/2021

On 20 January, Joe Biden became the 46th president of the United States. Here we look at Biden’s plans in areas such as climate change and green infrastructure, and consider what these could mean for responsible investing.

Archinomics Weekly 22.02.2021

Article | Investments | 22/02/2021

Equity and commodity markets remained strong, while bond markets expressed fear over future inflation.

Archinomics Weekly Podcast - Monday 22nd February...

Article | Podcasts | 22/02/2021

Equity and bond market performance diverged further, given mounting expectations that stimulus-fuelled demand could spill over into higher inflation. The week ahead will bring fresh sentiment surveys, as well as inflation and GDP data from the US and other major economies.

Panel Podcast - Strong Market Narrative

Article | Podcasts | 19/02/2021

In 2020, the boom in financial markets contrasted with the disastrous economic effects of Covid-19. The market narrative played ‘catch up’ with the market action, attempting to justify soaring valuations.

Archinomics Weekly Podcast - Monday 15th February...

Article | Podcasts | 15/02/2021

Equity and commodity markets maintained their rising trend. Japanese indices touched levels not seen for 30 years, although the emerging markets were the clear outperformers. This week Q4 earnings reporting is set to continue, while flash PMI data from across the globe should indicate the strength of improving sentiment.

Natixis IM - Connecting 5G hype with ESG reality

Article | ESG | 11/02/2021

Louise Schreiber, SRI Analyst at Mirova, looks at the investment potential of 5G today and assesses its future uses and limitations in the context of ESG.

Partner insight from Natixis Investment Managers

Monthly Review - January 2021

Article | Investments | 08/02/2021

We look back at what events and people shaped markets globally in January.  We discuss Janet Yellen, formerly Chair of the US Federal Reserve now fronting Joe Biden's Recovery Plan,  Elon Musk becoming the world's richest person,  the importance of copper in sustainable technology and we take a deeper look into Bitcoin.

Monthly Review - February 2021

Article | Investments | 08/02/2021

The day traders’ revolt stayed in the headlines. Fuelled by chat on the social website Reddit and using no fee trading platforms such as Robinhood, the little man was briefly able to take on giant hedge funds and win. In a classic ‘short squeeze’, day traders acted against short positions in stocks including GameStop. 

The View: Winter 2020 edition

Article | Investments | 28/01/2021

The Winter 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.

Natixis IM - Healthcare Comes to the Fore

Article | ESG | 19/01/2021

In December 2020, we asked our experts for their predictions on the five key questions the global economy faces as we enter the second year of the pandemic.

Partner insight from Natixis Investment Managers

Spotlight on… greenwashing

Article | ESG | 15/01/2021

In recent years there has been growing interest in responsible investing, where environmental, social and governance (ESG) issues are analysed during the investment process. But as this approach has become more popular, a new risk has emerged for investors. It is called greenwashing. Here we find out what greenwashing is and how to avoid it.

Investing sustainably - sacrifice returns?

Article | ESG | 15/01/2021

In the past, there has been a common perception that investing sustainably, or in other words, investing in companies contributing to a sustainable future means sacrificing returns. But research has shown that this isn’t necessarily the case and, in fact, in certain market conditions, sustainable investments have been more likely to outperform the wider markets.

Close look - December 2020

Article | Investments | 13/01/2021

The titans of the US tech sector, household names such as Facebook, Amazon and Google, have been described as ‘too big to care’.  But the rush by regulators on both sides of the Atlantic to limit their dominant positions should now be ringing alarm bells. 

The annual review of 2020

Article | Investments | 29/12/2020

2020 has been called 'a year to forget', as the Covid-19 pandemic locked down economies and the world waited for news of a vaccine. Financial markets were boosted by vast rescue packages. We present the pick of the Quick Looks as the year unwound.

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