Synopsis of the week A big week for US corporate data saw almost a third of S&P 500 companies reporting quarterly figures and maintain the positive mood. During the week, Apple became the first company to see its market capitalization hit $1 Trillion as its shares traded above $208 during the week. US President Donald Trump has announced he is…
On Wednesday evening Alastair McCaig our Head of Investment Management joined Bloomberg anchor Jonathan Ferro and Richard Jones, FX & Rates Strategist. In this weeks show they discussed the Bank of England’s expected rate rise and the expected path of future changes. They also discussed the US President’s trade war with China and the possibility of tariffs being increased. Click…
Synopsis of the week The EU and US agreed to progress with tariff talks and resolved to prevent an escalation of tit for tat tariff increases. Over halfway through the US reporting season and S&P 500 corporate profits are up almost 25% year on year and look set for the second quarter of 20% plus growth in a row. Facebook’s…
On Wednesday evening Alastair McCaig our Head of Investment Management joined Bloomberg anchor Jonathan Ferro and Richard Jones, FX & Rates Strategist. In this weeks show they discussed Tariffs and Jean-Claude Junker’s trip to Washington, Deutsche Banks latest figures and the passing of Sergio Marchionne. Click here to listen to the interview on Bloomberg.
Synopsis of the week Equity markets suffer a negative week as worries over geopolitical issues outweigh good corporate earnings. The US banking sector continued its impressive performance with Goldman Sachs, Bank of America and Morgan Stanley all posting impressive figures, helped by both rising interest rates and US tax reforms. EU antitrust regulators hand out its largest fine ever to…
Alastair McCaig, our Head of Investment Management joined Amanda Kayne on CNN Money Switzerland to discuss rising trade tensions between the US and the rest of the world, US President Trumps meeting with Russian President Vladimir Putin and the latest developments with Brexit. Click here to view the interview on CNN Money Switzerland. If you would like to book in…
Synopsis of the week The latest US reporting season kicked off with US Banks Citigroup and JPMorgan posting better than expected figures and an increase to their dividends. It appears US President Donald Trump can’t help himself from starting fights with everyone and every organisation he comes across, a list that now includes both the UK Prime Minister and NATO….
On Wednesday evening Alastair McCaig our Head of Investment Management joined Bloomberg anchor Charlie Pellet and Richard Jones, FX & Rates Strategist. In this weeks show they discussed the latest developments in Brexit policy from the Conservative government, the markets and how NATO’s meeting in Brussels was developing following President Trumps comments. Click here to listen to listen to the…
On Tuesday evening Alastair McCaig our Head of Investment Management joined Bloomberg anchor Jonathan Ferro and Ken Veksler, Director at Acumen Management. In this weeks show they discussed Glencore’s issues with US regulators, German Chancellor Angela Merkel and the latest developments for the Chinese economy. Click here to listen to the interview on Bloomberg.
Synopsis of the week Last Friday’s bounce in equity markets has only lessened the losses on the week as equity markets have again struggled for confidence. As oil prices hit new multi-year highs last week, US President Trump called on Saudi Arabia to increase its output by 2 million barrels a day in order to counter the effects of Iranian…
