Synopsis of the week The latest G20 meeting in Argentina has helped ease trade tariff tensions and saw all the attending nations sign off on a mutually agreeable joint statement. Fed Chairman, Jerome Powell, stated US Interest rates were “just below” neutral, triggering a bounce in US equity markets and a reassessment of US Dollar strength. Robust sales figures following…
On Friday evening, our Director of Investment Management, Alastair McCaig, joined CNN Money Switzerland’s anchor Hannah Wise, for a review of the markets over the week. The topics during the show ranged from Oil prices and production levels, equity markets, the G20 and Brexit. Click here to view the interview on CNN Money Switzerland
Synopsis of the week US equity markets turn negative for the year, led lower by the technology sector. EU leaders sign off on the Brexit deal leaving UK Prime minister Theresa May needing to get the House of Commons approval. Oil prices fall for a seventh week in a row, raising doubt about the expected pace of interest rate increases…
Synopsis of the week Confidence in European equities took a hit with the dual problems of the UK and Brexit negotiations and Italy and its unwillingness to rebalance its budget proposals weighing on investor sentiment. The sell-off in Apple shares and its importance to both the Nasdaq and the Dow Jones saw US equities lower last week. Oil prices fell…
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…
