bloomberg alastair mccaig

Bloomberg: The Cable – Italy, Markets & LVMH

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On Wednesday evening our Director of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro and Ken Veksler, Director of Acumen Management. In this weeks show they discussed the spike in 10 year US debt yields, the falling US equity markets and current investment strategies. Click here to listen to the interview on Bloomberg.

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picture - weekly roundup 08.10.2018

News the US, Mexico & Canada have now managed to strike a new deal (USMCA) was not enough to offset the bearish sentiment surrounding current US Chinese trade discussions.

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Synopsis of the week Friday saw the US unemployment rate drop to 3.7% and average hourly earnings continue to grow, confirming strong economic fundamentals are still in place in the US. US 10 year sovereign debt yields spiked to over 3.2%, the highest levels seen since 2011 as investors began to factor in even more rate rises in the US…

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image - CNN Money Switzerland 05.10.2018

FERN WEALTH HEAD OF INVESTMENT MANAGEMENT INTERVIEWED BY CNN MONEY SWITZERLAND

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Alastair McCaig, our Head of Investment Management joined Hannah Wise on CNN Money Switzerland to discuss the jump in 10 year US Treasuries and the Federal Reserves pathway for future rate rises in the US. In the show he also discussed the latest developments in Brexit negotiations the current equity markets and the strength of the Swiss Franc. Click here…

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bloomberg alastair mccaig

Bloomberg: Brexit, Italy & Amazon

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On Tuesday evening our Director of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro and Damian Sassower Bloomberg’s EM credit strategist. This week they discussed the both UK Prime minister Theresa May and Boris Johnson’s speeches on Brexit at the Conservative conference, the consequences to both the FTSE and the pound, Italian politics and Emerging Markets. Click here to…

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image - weekly roundup - 01.09.2018

The latest US Fed interest rate rise might have dented performance on the week but US equities closed out the third quarter in upbeat fashion.

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Synopsis of the week On Wednesday, the Federal Open Market Committee (FOMC) increased US interest rates by 0.25% taking current rates to 2.25%. This was a move that had almost been fully factored in by the FX markets. A second member of the Swiss cabinet has resigned in a week as negotiations with the EU over renewing bilateral ties reach…

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bloomberg alastair mccaig

Bloomberg: Brexit & Fed

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On Wednesday evening our Director of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro for his weekly show. This week they discussed the latest developments surrounding Brexit, the upcoming US Federal Reserve interest rate decision and market expectations for the future rate path along with the consequences to the US Dollar and global currencies. Click here to listen to…

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Swiss National Bank kept interest rates unchanged last week and look unlikely to start raising until late 2019 or 2020 at the earliest.

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Synopsis of the week As expected, the Swiss National Bank left interest rates unchanged at negative 0.75%. With inflation still very low and the Franc still too strong, FX markets are not expecting to see a rate rise until 2020. UK Prime Minister Theresa May’s exit plans were thrown out by EU leaders at last weeks Salzburg summit calling her…

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bloomberg alastair mccaig

Bloomberg: Brexit, Trade & Blackstone

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Our Director of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro and Richard Jones, FX and Rates Strategist, to talk about trade wars, Danske Bank and the possible consequences of Brexit on the English Premiership. Click here to listen to the interview on Bloomberg.

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Western equity markets bounced as UK & ECB central banks kept interest rates unchanged and China and the US looked to get back around the negotiating table.

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Synopsis of the week Although pencilled in to end before the start of 2019, ECB President Mario Draghi used last week’s speech to leave himself with a little wriggle room to extend the current QE program if conditions warranted it. As expected, both the European Central Bank and the Bank of England left interest rates unchanged last week. The accompanying…

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