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Latest Podcasts

Panel Podcast - The last mile of disinflation

Article | Podcasts | 21/02/2024

It has been said many times that the last mile of disinflation is the most difficult. With markets betting on the timing of the first cut in interest rates, every monthly inflation number is both eagerly anticipated and closely analysed for clues.

Panel Podcast - Bull and Bear for 2024

Article | Podcasts | 18/01/2024

This year, markets will remain transfixed by familiar stories: the path of inflation; how fast interest rates will fall from multi decade highs; and the potential for a growth slowdown. The returns for the year will likely pivot on how the reported data fall out.

On the investment radar 2024: How fast and how...

Article | Podcasts | 07/12/2023

Markets are approaching year end in confident mood, anticipating interest rate cuts in the first half of next year. Despite western central banks’ repetition of the ‘higher for longer’ mantra, hopes are rising over the timing of the first cut and how quickly rates will then fall.

Panel Podcast - No hard landings?

Article | Podcasts | 16/11/2023

Markets are hopeful that the threat of recession has faded, giving rise to a risk on rally. Indeed growth forecasts for the major economies are seeing consistent upward revisions.

Panel Podcast - Risk appetite falls

Article | Podcasts | 19/10/2023

Interest rate uncertainty has gripped the markets, after US jobs and inflation data beat expectations. A sharp rise in US Treasury bond yields has lowered the attractions of more highly valued equities.

Investment Basics – Investment Goals

Article | Podcasts | 18/10/2023

Architas’s Lorna Denny sat down with Capital Group’s Claire Swinden to discuss how investors might approach their investment goals and the importance of investment planning. Concise and highly informative, it highlights some essential issues for consideration as well as providing investors with a helpful checklist.

Panel Podcast - East and West: economies diverge

Article | Podcasts | 20/09/2023

Despite forecasts of recession, GDP growth in the US has so far proved resilient and US inflation has beaten forecasts. Conversely, in China the recovery has yet to fire up and consumer price growth is subdued.

Panel Podcast: More hawkish central banks

Article | Podcasts | 14/07/2023

As we enter the dog days of summer, markets are struggling to find conviction, overshadowed by the possibility of recession. Meanwhile core inflation remains sticky and labour markets are still tight.

On the investment radar H2 2023: Breaking out of...

Article | Podcasts | 08/06/2023

Clouds of uncertainty still hang over financial markets, whether about inflation, recession or the peak in the interest rate cycle. Throw in the brinkmanship surrounding the US debt ceiling and it’s no wonder markets have been range bound in recent months.

Panel Podcast: Global markets – glass half empty...

Article | Podcasts | 16/05/2023

Equity markets have spent the last month moving in a relatively narrow range. There seem to be multiple headwinds. Even before the regional banking crisis in the US, higher interest rates have curbed the demand for credit, while core inflation remains stubbornly high.

Panel Podcast: What has the banking crisis...

Article | Podcasts | 14/04/2023

After the turbulent days of early March, markets now seem to view the banking crisis as a small number of idiosyncratic events. And yet a broader credit squeeze remains a possibility, which could rein in economic growth.

Panel Podcast: Is that good news or bad news?

Article | Podcasts | 15/03/2023

February proved disappointing for markets, as stronger economic data crushed expectations of falling inflation and an early pivot in interest rates. Central bank rhetoric has become more hawkish and higher terminal interest rates are now forecast.

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