On Wednesday evening, Alastair McCaig, our Head of Investment Management joined Bloomberg anchor Jonathan Ferro and Richard Jones, FX & Rates Strategist. In this week’s show, they discussed how emerging markets were struggling to cope with the rising US interest rate. They also discussed the sliding deadline for Brexit negotiations and looked ahead to the US No-Farm payroll release. Click…
Synopsis of the week US equity markets continued to climb with both the S&P 500 and NASDAQ hitting new highs. Trade Wars were again the focus for investors as progress with US & Mexican discussions were tempered by the Trump administration taking steps to implement new tariffs on $200 billion of Chinese goods. The revised second-quarter US GDP of 4.2%…
Alastair McCaig, our Head of Investment Management joined Hannah Wise on CNN Money Switzerland to discuss the longest bull run in history, market’s reaction to GAM price drop and the impact of global tensions on markets. Click here to view the first part of the interview on CNN Money Switzerland. Click here to view the second part of the interview…
Synopsis of the week Since 2009, the S&P 500 has now seen gains of 418% and the current bull market run has lasted 3,450 days. This is now the longest run although not the biggest move. Last week’s speech from Fed Chairman Jerome Powell at Jackson Hole confirmed a continuation in the current pace of US Interest rate rises, regardless…
On Wednesday evening, Alastair McCaig, our Head of Investment Management joined Bloomberg anchor Jonathan Ferro and Richard Jones, FX & Rates Strategist. In this week’s show, they discussed the recent performance of the US Dollar, Pound and Euro along with the most recent expectations of central bank interest rate policies. They also discussed the comparative strengths of investing in Asia,…
Synopsis of the week A big week for US corporate data saw almost a third of S&P 500 companies reporting quarterly figures and maintain the positive mood. During the week, Apple became the first company to see its market capitalization hit $1 Trillion as its shares traded above $208 during the week. US President Donald Trump has announced he is…
On Wednesday evening Alastair McCaig our Head of Investment Management joined Bloomberg anchor Jonathan Ferro and Richard Jones, FX & Rates Strategist. In this weeks show they discussed the Bank of England’s expected rate rise and the expected path of future changes. They also discussed the US President’s trade war with China and the possibility of tariffs being increased. Click…
Synopsis of the week The EU and US agreed to progress with tariff talks and resolved to prevent an escalation of tit for tat tariff increases. Over halfway through the US reporting season and S&P 500 corporate profits are up almost 25% year on year and look set for the second quarter of 20% plus growth in a row. Facebook’s…
On Wednesday evening Alastair McCaig our Head of Investment Management joined Bloomberg anchor Jonathan Ferro and Richard Jones, FX & Rates Strategist. In this weeks show they discussed Tariffs and Jean-Claude Junker’s trip to Washington, Deutsche Banks latest figures and the passing of Sergio Marchionne. Click here to listen to the interview on Bloomberg.
Synopsis of the week Equity markets suffer a negative week as worries over geopolitical issues outweigh good corporate earnings. The US banking sector continued its impressive performance with Goldman Sachs, Bank of America and Morgan Stanley all posting impressive figures, helped by both rising interest rates and US tax reforms. EU antitrust regulators hand out its largest fine ever to…
