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.
Synopsis of the week Friday saw the US unemployment rate drop to 3.7% and average hourly earnings continue to grow, confirming strong economic fundamentals are still in place in the US. US 10 year sovereign debt yields spiked to over 3.2%, the highest levels seen since 2011 as investors began to factor in even more rate rises in the US…
Alastair McCaig, our Head of Investment Management joined Hannah Wise on CNN Money Switzerland to discuss the jump in 10 year US Treasuries and the Federal Reserves pathway for future rate rises in the US. In the show he also discussed the latest developments in Brexit negotiations the current equity markets and the strength of the Swiss Franc. Click here…
On Tuesday evening our Director of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro and Damian Sassower Bloomberg’s EM credit strategist. This week they discussed the both UK Prime minister Theresa May and Boris Johnson’s speeches on Brexit at the Conservative conference, the consequences to both the FTSE and the pound, Italian politics and Emerging Markets. Click here to…
Synopsis of the week On Wednesday, the Federal Open Market Committee (FOMC) increased US interest rates by 0.25% taking current rates to 2.25%. This was a move that had almost been fully factored in by the FX markets. A second member of the Swiss cabinet has resigned in a week as negotiations with the EU over renewing bilateral ties reach…
On Wednesday evening our Director of Investment Management Alastair McCaig joined Bloomberg anchor Jonathan Ferro for his weekly show. This week they discussed the latest developments surrounding Brexit, the upcoming US Federal Reserve interest rate decision and market expectations for the future rate path along with the consequences to the US Dollar and global currencies. Click here to listen to…
Synopsis of the week As expected, the Swiss National Bank left interest rates unchanged at negative 0.75%. With inflation still very low and the Franc still too strong, FX markets are not expecting to see a rate rise until 2020. UK Prime Minister Theresa May’s exit plans were thrown out by EU leaders at last weeks Salzburg summit calling her…
