On Wednesday evening, our Director of Investment Management Alastair McCaig joined Bloomberg anchors Jonathan Ferro and Guy Johnson, for the weekly Cable show. This week they discussed UK Prime Minister Theresa May’s Brexit proposals and cabinet meeting. The show also covered the consequences of this deal on equities and currencies and what market reactions would need to happen in order…
Synopsis of the week Markets enjoyed some resilience last week as the S&P 500, Dow & Nasdaq all closed the week up by over 2.4%. Three-quarters of the way through the reporting season and US equities look set to record their strongest profits growth for eight years. The Trump twitter account suggested the G20 would see substantial progress in trade…
On Wednesday evening, our Director of Investment Management Alastair McCaig joined Bloomberg anchor Guy Johnson and Bloomberg opinion columnist Marcus Ashworth, for the weekly Cable show. This week they discussed how equities had performed in October, what to expect from the Bank of England on Thursday and the latest developments in Brexit negotiations. Click here to listen to the interview…
On Wednesday evening, our Director of Investment Management Alastair McCaig joined Bloomberg anchors Jonathan Ferro and Guy Johnson for the weekly Cable show. This week they discussed Deutsche Banks quarterly figures and the upcoming European Central Bank meeting and the current rate of inflation. Click here to listen to the interview on Bloomberg.
Synopsis of the week Last week, markets reacted badly to both Amazon & Alphabet figures denting the Tech sector’s track record. With Apple up this week, we hope the sector will have something to be more optimistic about. UK Prime Minister Theresa May’s reign looks increasingly fragile and with the UK Budget on Monday and the Bank of England’s interest…
On Thursday evening Alastair McCaig, our Head of Investment Management joined Hannah Wise on CNN Money Switzerland to review third quarter figures from ABB and UBS. During the show they also looked ahead to Alphabet and Amazon who were both reporting later in the evening. Click here to view the interview on CNN Money Switzerland. If you would like to…
On Wednesday evening our Director of Investment Management Alastair McCaig joined Bloomberg anchors Jonathan Ferro from New York and Guy Johnson from London. In this weeks show they discussed Theresa Mays speech to the EU and the consequences to the Brexit timeline, Saudi Arabia and Federal Reserve. Click here to listen to the interview on Bloomberg.
On Friday night Alastair McCaig, our Head of Investment Management joined Ana Maria Montero on CNN Money Switzerland to review the volatile week equity markets had and discuss what to expect looking forward. The show’s topics ranged from US Fed interest rates, 10 year US debt yields and the International Monetary Funds downgrade of growth expectations. Click here to view…
Synopsis of the week Last week’s equity market sell-off saw US$2.6 trillion wiped off the value of global equities and the Nasdaq, one of the hardest hit indices had its biggest fall since 2011. The US President used his Twitter account to target the US Fed labelling them as “crazy” for raising rates. Although a move he did not like,…
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.
