On Thursday 19th April Alastair McCaig our Head of Investment Management joined Ana Maria Montero on CNN Money Switzerland where he chatted about Swiss equities, the current market conditions, expectations for interest rate increases from central banks and the Swiss Franc. To view the interview on CNN Money Switzerland please click here.
On Wednesday 18th April our Head of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro and Ken Veksler, Director at Accumen Management. On this week’s show, they discussed geopolitics, UK inflation, interest rate expectations, bond markets & the Swiss Franc. Click here to listen to the interview on Bloomberg.
Synopsis of the week Following the Assad regime’s use of Chemical weapons in Syria, Western forces successfully took out the infrastructure for their manufacture reportedly with minimal collateral damage. Conciliatory words from Chinese leader Xi Jinping last week have helped ease worries over trade wars between themselves and the US. Crude Oil continues its steady climb higher with prices breaking…
On Wednesday 11th April our Head of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro and FX and Rates strategist Richard Jones. On this week’s show, they discussed potential U.S airstrikes in Syria and how the markets had reacted to this news, UK manufacturing, along with U.S sanctions for Russia. Click here to listen to the interview on Bloomberg.
Synopsis of Q1 2018 Too far too fast; In the first four weeks of the year the S&P 500 was already up by 6% and this was following 2017 where it had risen by 25%. This move saw historical valuation metrics being stretched. The technical correction; We wrote at the time, the catalyst for early February’s correction was inflationary data…
On Wednesday evening our Head of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro to discuss the latest developments in the Trump administrations trade war with China, they also chatted about possible changes to Deutsche banks management structure, the bond markets and how equities were behaving. Click here to listen to the interview on Bloomberg.
Synopsis of the week Comments from politicians rather than economic data is once again driving the markets as worries over the tussle between the US and China over trade tariffs have knocked investor confidence. As expected, Fed Chairman Jerome Powell announced a 25 basis point interest rate rise in the US taking rates up to 1.75%. The major US equity…
On Wednesday evening our Head of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro to discuss the US Fed’s interest rate decision, Deutsche Banks market update and Facebook’s issues with data breach and share price collapse. Click here to listen to the interview on Bloomberg.
Synopsis of the week The Swiss National Bank confirmed they remain poised to use currency intervention should any strength in the Swiss Franc materialize. ECB rate rise remains some way off as President Mario Draghi confirms they will only start when we are “well past” the end of the current Quantitative Easing scheme. Relations between Russia and the UK…
On Wednesday evening our Director of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro and Tim Craighead, Senior European Strategist for Bloomberg Intelligence, about Theresa May taking diplomatic action against Russia, comments from ECB President Mario Draghi, and China’s trade tensions with the U.S. Click here to listen to the interview on Bloomberg.
