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.
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…
On Thursday evening, Alastair McCaig, our Head of Investment Management joined Bloomberg anchor Jonathan Ferro and David Goodman Bloomberg’s economy reporter. In this week’s show, they discussed the European Central Bank and the Bank of England’s interest decisions and the reaction to FX markets. Click here to listen to the interview on Bloomberg.
Synopsis of the week Strong US employment figures and wage growth increase the chances of the FED imposing higher interest rates. Emerging market central banks continue to feel the pressure of rising inflation and rising rates for US Dollar denominated short-term debt, seeing many currencies struggle. Worries that an increase in regulatory oversight for technology stocks have knocked the NASDAQ,…
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,…
After a decade of TV interviews, finally our Director of Investment, Alastair McCaig is interviewed about himself, his family and life at Fern Wealth. Alastair is a regular contributor to CNN Money Switzerland – but, this time he reveals why he loves Mondays at Fern Wealth and how finance was his calling from the very beginning. If you would like…