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Latest Podcasts

Panel Podcast: Global markets – glass half empty...

Article | Podcasts | 16/05/2023

Equity markets have spent the last month moving in a relatively narrow range. There seem to be multiple headwinds. Even before the regional banking crisis in the US, higher interest rates have curbed the demand for credit, while core inflation remains stubbornly high.

Panel Podcast: What has the banking crisis...

Article | Podcasts | 14/04/2023

After the turbulent days of early March, markets now seem to view the banking crisis as a small number of idiosyncratic events. And yet a broader credit squeeze remains a possibility, which could rein in economic growth.

Panel Podcast: Is that good news or bad news?

Article | Podcasts | 15/03/2023

February proved disappointing for markets, as stronger economic data crushed expectations of falling inflation and an early pivot in interest rates. Central bank rhetoric has become more hawkish and higher terminal interest rates are now forecast.

Panel Podcast: Softer landing forecast

Article | Podcasts | 14/02/2023

Markets have rebounded in 2023, as deeper recession fears fast became a thing of the past. Hopes are growing for a softer economic landing, despite persistently hawkish central bank rhetoric.

Panel Podcast: A better year ahead?

Article | Podcasts | 12/01/2023

Financial markets had a tough time in 2022, leaving investors with ‘nowhere to hide’. Central banks were blamed for their aggressive game of interest rate catch up, as inflation soared to levels not seen for decades.

Pivot to positive markets

Article | Podcasts | 16/12/2022

Financial markets have been battered by runaway inflation and fast rising interest rates. So much so that 2022 will go down as the year where there was ‘nowhere to hide’. But as the year ends, inflation could perhaps have hit its high water mark.

On the investment radar 2023: Pivot to positive...

Article | Podcasts | 06/12/2022

Financial markets have been battered by runaway inflation and fast rising interest rates. So much so that 2022 will go down as the year where there was ‘nowhere to hide’.

COP27 Special - podcast from the Architas...

Article | Podcasts | 23/11/2022

This has been called the ‘make or break decade’ for action on climate change - perhaps the most urgent challenge of our time. COP27, the UN climate conference, has now drawn to a close. But the burning question remains. Will the commitments made by major economies prove to be sufficient?

Panel Podcast - The new abnormal?

Article | Podcasts | 17/11/2022

As this extraordinary year draws to a close, records for extreme performance continue to be smashed by equity, bond and currency markets. It’s all down to the central banks and their response to runaway inflation.

Panel Podcast - Higher, faster and for longer?

Article | Podcasts | 14/10/2022

With inflation still at the top of the agenda, financial markets remain at the mercy of hawkish rhetoric on monetary policy. Central banks, including the US Federal Reserve and the European Central Bank, have promised to act decisively against inflation, even at the expense of economic growth. And both equity and fixed interest markets have responded negatively.

Panel Podcast - Has inflation peaked?

Article | Podcasts | 07/09/2022

Economic forecasts predict inflation peaking over the summer months in major economies, before falling back towards the end of the year. While food and energy prices continue to soar and headline inflation levels ratchet ever higher, it can be hard to see what would cause inflation and indeed interest rates to pivot downwards.

Panel Podcast - China pulls ahead?

Article | Podcasts | 21/07/2022

We examine these diverging East/West trends and look at how they could play out across different asset classes. We also focus on recent adjustments to our tactical asset allocation.

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