Podcast appearances and mentions of nathan sweeney

  • 4PODCASTS
  • 46EPISODES
  • 12mAVG DURATION
  • ?INFREQUENT EPISODES
  • Feb 16, 2024LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about nathan sweeney

Latest podcast episodes about nathan sweeney

FTAdviser Podcast
Diversification in a higher inflation world

FTAdviser Podcast

Play Episode Listen Later Feb 16, 2024 29:44


This edition of the FT Adviser podcast explores the options for advisers and their clients seeking to diversify their portfolios. Can investors rely on bonds and equities to be inversely correlated in future, as they have been in the past, or is a more sophisticated approach needed?Discussing the topic with FT Adviser investment editor David Thorpe are Nathan Sweeney, chief investment officer for multi-asset at Marlborough, Rupert Thompson, chief economist at Kingswood, and Hugh Gimber, market strategist at JP Morgan. Hosted on Acast. See acast.com/privacy for more information.

FTAdviser Podcast
Outlook and opportunities for fixed income investors

FTAdviser Podcast

Play Episode Listen Later Mar 24, 2023 26:59


This edition of the FTAdviser podcast examines the outlook and opportunities for investors in fixed income markets.Joining FTAdviser investment editor David Thorpe are Torcail Stewart, Strategic Bond fund manager at Baillie Gifford; Nathan Sweeney, deputy chief investment officer for multi-asset at Marlborough, and Tom Beckett, from the chief investment officer's office at Canaccord Genuity. Hosted on Acast. See acast.com/privacy for more information.

New Habits
South Coast Summit Special – The New Habits Team interview the stars of the only in-person Microsoft Conference in the UK this year

New Habits

Play Episode Listen Later Oct 27, 2021 52:01


The New Habits team introduce guest host Marc Stamper to head the South Coast Summit takeover podcast. The South Coast Summit, brainchild of Nathan Sweeney and Aaron Rendell, attracted expert speakers and MVPs from across the country (and from across the pond) to address the latest technologies from the Microsoft Stack, and how to best utilise them in a post pandemic world.    Marc Stamper had a busy day interviewing many of the most exciting speakers including Director of Technology at Microsoft Dona Sarkar, Director of Digital Strategy, Microsoft Worldwide Richard Potter, Sara Fennah, Charlie Phipps, Nikki Chapple, Dannielle King, Gemma Young and Kevin McDonnell whom made our podcast possible. A huge thank you to Kevin, all of our wonderful guests, and Nathan and Aaron for organising a fantastic event!

GreyHatBeard
Show 44 - Live from South Coast Summit 2021

GreyHatBeard

Play Episode Listen Later Oct 17, 2021 30:59


A slightly different show today as Al and Kevin came live from above the South Coast Summit expo floor to record with a few guests. The sound isn't the greatest this time but the content is fantastic as we had Alison Mulligan, Luke Evans, Zoe Wilson and Mark Christie sharing with us what their dream conference would be. Find out who wants Satya Nadella speaking, who likes to get hands on with hardware and who would love it to be a giant festival.Big thanks to our guests and give them a follow on Twitter or LinkedIn:Alison MulliganLuke EvansZoe WilsonMark ChristieFinally a huge huge huge thank you to the conference organisers Aaron Rendell and Nathan Sweeney - no-one would have believed it was the first big event they had put on. So impressive and they've both earned a well deserved rest.

Architas Updates
Archinomics Weekly Update - Monday 26-10-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Oct 26, 2020 5:35


US equity markets were treading water ahead of the presidential election and an agreement on the fiscal stimulus package, while China’s Q3 GDP growth fell short of expectations. The week ahead brings a raft of quarterly earnings figures for the US tech sector, as well as indications of the strength of the rebound in US GDP for the third quarter. Presented by Nathan Sweeney, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
US election special - panel podcast with the Architas Investment Team

Architas Updates

Play Episode Listen Later Oct 15, 2020 18:16


The US presidential election is only weeks away and the challenger remains ahead in the polls. Unusually, this time around the election result might not hold centre stage, as far as the markets are concerned. The Covid-19 pandemic has thrown the world’s economies into such a state of uncertainty that another huge stimulus package, or the discovery of a reliable vaccine, could push the election winner out of the spotlight. We consider whether, despite a Trump or Biden win, Covid-19 could continue to drive the financial markets’ agenda. Presented by our investment team panel: Sheldon MacDonald, Nathan Sweeney, Seamus Lyons, Mayank Markanday and Niall McDonnell. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 12-10-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Oct 12, 2020 5:32


US markets reacted positively to further fiscal stimulus proposals, as well as President Trump’s successful treatment for Covid-19. Commodity markets were also lifted by the news, although the reaction of government bond markets was predictably more downbeat. Presented by Nathan Sweeney, Senior Investment Manager, Mayank Markanday CFA, Senior Investment Manager and Tom Woodfield, Responsible Investment lead. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 05-10-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Oct 5, 2020 6:41


A good week for US market’s as investors focused on the potential for an additional stimulus package. This is all despite the tweet from Trump that he had tested positive for coronavirus last week. There was promising Brexit news as an agreement was reached to formally extend Brexit trade talk for another month. Elsewhere, developments in increasing board diversity and inclusion in listed companies in Canada and California gained momentum. On the radar, stimulus and Trump’s infection will dominate the agenda again. Presented by Nathan Sweeney, Senior Investment Manager, Jen Causton, Investment Manager and Tom Woodfield, Responsible Investment lead. Hosted by Louise Somers, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 28-09-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Sep 28, 2020 6:21


A risk off week for many asset classes, with the pace of the US recovery slowing, even as Covid-19 infection rates were forecast to rise sharply. Weakness rolled into the commodity markets, and gold had its worst week for several months. The first of the US Presidential Debates will be held this week, so the intentions of swing voters will be closely monitored. Presented by Nathan Sweeney, Senior Investment Manager, Seamus Lyons, CFA, Senior Investment Manager and Mayank Markanday, CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Inflated expectations - panel podcast with the Architas Investment Team

Architas Updates

Play Episode Listen Later Sep 22, 2020 22:18


Combine vast stimulus packages with huge liquidity injections, and the result can be a spike in inflation. The new policy framework from the US Federal Reserve (Fed) allows an overshoot on inflation, without triggering an interest rate hike. A precautionary measure perhaps? We discuss the risk of inflation running out of control, set against deflationary forces pulling prices down. And the impact of rising inflation on overblown valuations. Presented by our investment team panel: Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton, Alex Burn; and Asim Qadri. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 21-09-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Sep 21, 2020 6:06


The US Federal Reserve reinforced guidance on monetary policy, with ultra-low interest rates set to stretch out to the end of 2023. Meanwhile, the US saw a big week for IPOs (initial public offerings) and issuance remained strong in the high yield markets. The week ahead should bring further clues as to the pace of recovery, with initial PMI releases for September. Presented by Nathan Sweeney, Senior Investment Manager, Seamus Lyons, CFA, Senior Investment Manager and Tom Woodfield, Environmental, Social and Governance (ESG) Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 24-08-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Aug 24, 2020 7:04


This is for investment professionals only. The US market returned to pre-Covid highs on strong macroeconomic and PMI data. Conversely, European PMI data disappointed, while trade tensions between the US and China escalated further. This week we look forward to possible upward revisions to Q2 GDP growth estimates across the globe. Presented by Nathan Sweeney, Senior Investment Manager, Alex Burn CFA, Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 17-08-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Aug 17, 2020 5:50


A number of positive economic data surprises, including US retail sales and inflation, caused government bond yields to rise and prices to fall. Gold lost its recent shine, suffering a sharp bout of profit taking, while oil continued to rally on the improving outlook for demand. Presented by Nathan Sweeney, Senior Investment Manager and Mayank Markanday CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america gold weekly update investment specialist investment professionals england no nathan sweeney old broad street
FTAdviser Podcast
'Markets can't price risk properly'

FTAdviser Podcast

Play Episode Listen Later Aug 14, 2020 41:12


Although the world is mired in recession, stock markets have bounced back strongly. What does this mean? And, in a world of uncertainty, how can investors be prepared for whatever happens next?In this week's edition of the FTAdviser podcast, special projects editor David Thorpe is joined by Jupiter’s Ian Heslop, Netwealth’s Gerard Lyons and Nathan Sweeney of Architas, to discuss the outlook for markets following the impact of the coronavirus pandemic and the options for investors.They discuss what it is that makes this year's market shock so different from others, why it is so difficult to price risk at the moment, which parts of the market look particularly expensive at the moment and how fluctuating inflation will affect investments.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. See acast.com/privacy for privacy and opt-out information.

Architas Updates
Fundamental disconnect - panel podcast with the Architas Investment Team

Architas Updates

Play Episode Listen Later Aug 12, 2020 21:00


It has been dubbed the ‘everything rally’, as equities, bonds and commodities have all risen sharply from the lows of March. But within these asset classes there are some outstanding outperformers and some notable laggards. Our discussion today aims to discover whether it’s the winners or the losers that might have lost touch with the fundamentals. Presented by our investment team panel: Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton, Niall McDonnell, Alex Burn; and Asim Qadri. Hosted by Lorna Denny, Investment Specialist.

Architas Updates
Archinomics Weekly Update - Monday 10-08-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Aug 10, 2020 5:09


US markets took heart from a faster improvement in unemployment data, while China’s big tech stocks were hit by President Trump’s ban on TikTok and WeChat. Meanwhile, momentum continues to gather in the ESG space, with total assets breaching $1 trillion globally in the second quarter. Presented by Nathan Sweeney, Senior Investment Manager, Asim Qadri CFA, Investment Analyst and Tom Woodfield, Environmental, Social and Governance (ESG) Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 03-08-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Aug 3, 2020 7:29


Equity and bond markets focused on the historically weak US GDP figure for Q2, which confirmed a US recession. China was boosted by solid PMI data, despite localised surges in Covid-19 infections. All eyes this week on US unemployment data, due on Friday, for any indications of a growth rebound. Presented by Nathan Sweeney, Senior Investment Manager, Asim Qadri CFA, Investment Analyst and Niall McDonnell CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 20-07-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Jul 20, 2020 7:08


US markets were positive last week driven by encouraging news on vaccine trials which could lead to prolonged immunity. In Europe market’s progressed despite uncertainty around the €750 billion stimulus package in Europe to help economies recover from the Covid-19 crisis. Elsewhere, US companies earnings remain a focus with notable companies like Microsoft, Tesla and Amazon reporting this week. Presented by Nathan Sweeney, Senior Investment Manager, Alex Burn CFA, Investment Manager and Tom Woodfield Responsible Investment Lead. Hosted by Louise Somers, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 13-07-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Jul 13, 2020 5:48


The Nasdaq index hit a new record, led by the tech giants, while e-commerce stocks boosted the Chinese market to its best performance in five years. Government and corporate bond markets remained firm, despite cuts to economic growth forecasts. We look forward to dramatic profit declines for Q2, as the US reporting season gets underway this week. Presented by Nathan Sweeney, Senior Investment Manager, Niall McDonnell CFA, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Architas Updates
Summer volatility triggers, panel podcast with the Architas Investment Team

Architas Updates

Play Episode Listen Later Jul 9, 2020 16:11


With all the talk of the ‘new normal’ post lockdowns and forecasts of a V-shaped recovery, markets have rallied hard over the second quarter. Financial markets are awash with liquidity and there are promises of further support from central banks. Hope is very much in the ascendancy. But finding firm proof of a sustainable recovery is still hard. Any disappointments or upsets could cause fear to reassert itself, and volatility could then spike higher. We examine the volatility triggers that the summer could bring. Presented by our investment team panel: Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton; and Asim Qadri. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 06-07-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Jul 6, 2020 7:09


Improving data from major economies pushed equity markets higher, while also boosting inflation linked bond markets and gold. With few significant data points on this week’s radar, markets will likely focus on US unemployment claims and oil inventories. Presented by Nathan Sweeney, Senior Investment Manager, Mayank Markanday CFA, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america improving weekly update investment analyst investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Archinomics Weekly Update - Monday 29-06-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Jun 29, 2020 6:18


Equity markets took fright at an upward spike in US Covid-19 cases, while government bond markets reacted positively to weaker growth forecasts. Oil and gold also moved in opposite directions, contrasting the negative reaction to further big write-downs in the oil sector with sustained demand for gold. Presented by Nathan Sweeney, Senior Investment Manager and Mayank Markanday CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america equity oil weekly update us covid investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Archinomics Weekly Update - Monday 22-06-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Jun 22, 2020 6:05


The world’s major economies, the US and China, sent mixed signals on the pace of recovery, although in both areas the consumer is coming back strongly. The US Federal Reserve began direct buying of corporate bonds, giving a further boost to high yield markets. PMI data and further Covid-19 outbreaks will command the markets’ attention this week. Presented by Nathan Sweeney, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 15-06-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Jun 15, 2020 7:54


Our expert panel discuss a risk off week, with negative catalysts being US Federal Reserve (Fed) commentary on the pace of recovery and downbeat forecasts from the OECD. A strong week for government bonds was not matched in high yield bond markets, although inflows into the asset class remain strong. The week ahead will be dominated by further comments from central banks in the US, UK and Japan, while ‘intensified’ Brexit trade talks reflect the fast approaching deadline for extension. Presented by Sheldon MacDonald CFA, Deputy Chief Investment Officer, Nathan Sweeney, Senior Investment Manager and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america uk japan brexit oecd weekly update investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Racing the recovery podcast: panel podcast with the Architas Investment team

Architas Updates

Play Episode Listen Later Jun 10, 2020 23:19


Equity markets have rallied sharply from the lows seen in March. Confidence is back, boosted by huge government stimulus and central bank support, and markets are now racing to get ahead of the forecast V-shaped recovery. Our discussion today will consider whether these markets have broken too early, anticipating a sharp recovery when there is still little evidence of a speedy return to economic growth or corporate profitability. We will also outline recent tactical asset allocation changes, as well as what adjustments could be made over the coming months. Presented by our investment team panel: Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton, Alex Burn; and Asim Qadri. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 08-06-20 This is for investment professionals only

Architas Updates

Play Episode Listen Later Jun 8, 2020 6:21


Strong US jobs data provided a catalyst to equity markets, which are anticipating a V-shaped recovery. Sterling strengthened in the face of Brexit uncertainty, while in high yield bond markets the ‘fallen angels’ were a key positive driver. This week all eyes will be on the US Federal Reserve meeting. Presented by Nathan Sweeney, Senior Investment Manager, Jen Causton, Investment Manager and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Tuesday-26-05-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later May 26, 2020 4:47


Equity markets enjoyed a risk on week, despite escalating trade tensions and China’s abandonment of its GDP growth target for 2020. We look forward to further lifting of lockdowns in major US cities. Presented by Nathan Sweeney, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america china equity gdp weekly update investment analyst investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Archinomics Weekly Update - Monday 18-05-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later May 18, 2020 7:10


Equity markets weakened on discouraging rhetoric from the US Federal Reserve, as well as rising US/China tensions. We outline a more stable backdrop for the oil price this week, with possible indications as to the recovery track for the US and China, the world’s two largest economies.   Presented by Nathan Sweeney, Senior Investment Manager, Solomon Nevins CFA, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 11-05-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later May 11, 2020 6:51


Today our expert panel discuss how markets are looking through appalling US unemployment data and grim economic forecasts, anticipating a sharp rebound later in the year. Also the oil price rebound, which could be hit by further storage capacity issues. We maintain a ‘wait and see’ stance, monitoring how the relaxation of global lockdowns evolves. Presented by Sheldon MacDonald CFA, Deputy Chief Investment Officer, Nathan Sweeney, Senior Investment Manager and Solomon Nevins CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 02638607, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america weekly update investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Covid-19 – looking beyond the recession podcast

Architas Updates

Play Episode Listen Later May 1, 2020 18:03


The Covid-19 pandemic has brought economic activity around the globe to its knees, with negative consequences for corporate profitability. Nonetheless, risk assets have rallied sharply. The panel will discuss whether markets are looking beyond the current recession to better times ahead, or leaning too heavily on central bank support. We will also outline recent tactical asset allocation changes, as well as what adjustments could be made over the coming months. Presented by our investment team panel: Sheldon MacDonald, Nathan Sweeney, Mayank Markanday, Jen Causton, Alex Burn; and Asim Qadri around these discussions. Hosted by Lorna Denny, Investment Specialist. Due to current situation this is a Lo-Fi recorded podcast due to our panel all working remotely. We will hopefully return to our studio quality broadcasts in the near future. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 27-04-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later Apr 27, 2020 6:40


Further stimulus measures across the globe met weaker earnings expectations, while oil grabbed the headlines. High yield markets had a poor week, as the US Federal Reserve (Fed) gave a reality check. We look forward to major central bank meetings this week, as well as earnings reports from the US tech giants.   Presented by Sheldon MacDonald CFA, Deputy Chief Investment Officer, Nathan Sweeney, Senior Investment Manager and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america weekly update investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Archinomics Weekly Update - Monday 20-04-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later Apr 20, 2020 5:26


Today our expert panel focused on a strong week for the US stock market and some positive test results for the treatment of Covid-19. We also look at weak data emerging from China and how it is starting to recover from the initial economic hit from Covid-19. Presented by Nathan Sweeney, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Shunil Roy-Chaudhuri, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america china weekly update investment analyst investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Archinomics Weekly Update - Tuesday 14-04-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later Apr 14, 2020 6:09


Equity and credit markets rallied strongly on further support from the US Federal Reserve, as the Covid-19 infection curve appeared to flatten. Our expert panel consider the scale of oil production cuts in the face of falling demand, before looking forward to the US corporate reporting season. Presented by Nathan Sweeney, Senior Investment Manager, Solomon Nevins CFA, Senior Investment Manager, and Seamus Lyons CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america equity weekly update us federal reserve investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Archinomics Weekly Update - Monday 06-04-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later Apr 6, 2020 8:21


Today our expert panel focussed on the likely shape of the US recovery and the repercussions on the pace of recovery in China. We then unpack the latest gyrations in the oil price, as well as gold price weakness in the context of government bond market strength.   Presented by Nathan Sweeney, Senior Investment Manager, Solomon Nevins CFA, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america china weekly update investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Coronavirus policy responses - What will it take? - for investment professionals only

Architas Updates

Play Episode Listen Later Mar 19, 2020 15:57


Central banks and governments have taken unprecedented steps to support economies hit by the spread of coronavirus. We discuss the scale of these moves and consider what it might take to restore confidence and to calm financial markets. Presented by Deputy CIO, Sheldon MacDonald and Investment Managers Mayank Markanday, Nathan Sweeney, Solomon Nevins, Jen Causton and Alex Burn. Hosted by Lorna Denny, Senior Investment Specialist. Due to current situation this is a Lo-Fi recorded podcast due to our panel all working remotely. We will hopefully return to our studio quality broadcasts in the near future. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america coronavirus policy responses lofi deputy cio investment professionals england no alex burn nathan sweeney old broad street
FTAdviser Podcast
Investing in the age of Trump

FTAdviser Podcast

Play Episode Listen Later Mar 6, 2020 30:52


Despite persistent client fears about valuations, the US equity market has hit numerous record highs, driven largely by technology stocks. In the latest episode of the FTAdviser Podcast, investment reporter David Thorpe is joined by Julian Cook and Eric Papesh, US equity managers at T Rowe Price, and Nathan Sweeney, multi-asset manager at Architas, to discuss the long-term drivers of returns in the US market.This edition of the FTAdviser Podcast is sponsored by T Rowe Price and listeners of this week's episode can claim 30 minutes of CPD by completing the multiple choice quiz on FTAdviser. See acast.com/privacy for privacy and opt-out information.

donald trump investing cpd david thorpe t rowe price nathan sweeney
Architas Updates
Archinomics Weekly Update - Monday 24-02-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later Feb 24, 2020 5:29


As the spread of the coronavirus reverberated around the world, our expert panel look at the impact on US PMI data, Apple’s warning of a hit to turnover for this quarter and the supportive response from the People’s Bank of China. The price of gold has responded well to turmoil elsewhere in the markets. Presented by Nathan Sweeney, Senior Investment Manager, Solomon Nevins, CFA Senior Investment Manager and Asim Qadri, Investment Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america china apple bank weekly update investment analyst investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Archinomics Weekly Update - Monday 17-02-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later Feb 17, 2020 6:26


This week our expert panel discuss the influence of the FAANG stocks on the US earnings season. We then look at central bank responses to the coronavirus and the sharp rebound in the oil price. Presented by Nathan Sweeney, Senior Investment Manager, Solomon Nevins, CFA Senior Investment Manager and Asim Qadri, Investment Analyst. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Limited ("Architas").Architas is a company registered in England No. 0263860, registered office: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

united states america weekly update faang investment analyst investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Archinomics Weekly Update - Monday 10-02-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later Feb 10, 2020 3:05


The standout events last week was the continuing spread of the coronavirus. Our expert panel discuss how the US market looked past the impact of coronavirus and responded positively to good earnings figures and economic data. We move on to the hit to the Chinese stock market at the start of the week and explain how it bounced back towards the end of the week, while it was a good week for emerging markets overall. Presented by Nathan Sweeney, Senior Investment Manager and Asim Qadri, Investment Analyst. Hosted by Shunil Roy-Chaudhuri, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Brexit Day: Specially extended podcast with the Architas Investment team

Architas Updates

Play Episode Listen Later Jan 30, 2020 23:57


For Investment Professionals only. Listen to our expert panel discuss Brexit Day and beyond on a specially extended podcast Our latest podcast features a panel of our experts discussing events beyond Brexit Day, including the coronavirus outbreak and the US election, with implications for global growth and interest rates, and how investments could be affected. You can listen to the English language version on SoundCloud and on all main podcasting platforms and apps including Apple, Tune In, Spotify and 3rd party apps on IOS and Android. Search for Architas Updates on your favoured podcast app. Presented by Sheldon MacDonald, CFA Deputy Chief Investment Officer, Nathan Sweeney, Senior Investment Manager, Jen Causton, Investment Manager, Solomon Nevins, CFA Senior Investment Manager, Mayank Markanday, CFA Senior Investment Manager, Alex Burn, CFA Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 27-01-2020 This is for investment professionals only

Architas Updates

Play Episode Listen Later Jan 27, 2020 4:03


As the coronavirus spreads beyond China, we consider the possible impact on economic growth, as well as the hit to the oil price. Brexit Day will finally dawn this Friday. We focus on the Bank of England meeting and whether recent encouraging PMI data will persuade the committee to leave interest rates unchanged. Presented by Solomon Nevins , CFA Senior Investment Manager and Nathan Sweeney, Senior Investment Manager. Hosted by Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Election Podcast -How will the election affect markets? This is for investment professionals only

Architas Updates

Play Episode Listen Later Dec 12, 2019 3:57


A landslide victory for Boris Johnson’s Conservative party has provoked a positive response from sterling and many UK asset classes. We look at these initial reactions and consider broader implications for asset allocation in 2020. Presented by Sheldon MacDonald CFA, Deputy Chief Investment Officer and Nathan Sweeney, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 11-11-2019 This is for investment professionals only.

Architas Updates

Play Episode Listen Later Nov 10, 2019 3:33


This is for investment professionals only. With US markets hitting all-time highs, in this week's podcast our expert panel look at company earnings forecasts. A trade truce could bring better economic growth prospects- good for equity markets, perhaps not so good for government bond markets. Presented by Mayank Markanday, CFA Senior Investment Manager, and Nathan Sweeney, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

united states america weekly update financial conduct authority investment specialist investment professionals england no nathan sweeney old broad street
Architas Updates
Archinomics Weekly Update - Monday 04-11-2019 This is for investment professionals only.

Architas Updates

Play Episode Listen Later Nov 3, 2019 4:10


This is for investment professionals only. In this week's podcast our expert panel discuss last week's US Federal Reserve interest rates cut, and the suggested pause before any further cuts. We look at the improving prospects for US growth and the implications for Emerging Markets, before turning to sterling in the light of Brexit and General Election developments. Presented by Nathan Sweeney, Senior Investment Manager, and Quentin De Bottini, Investment Manager. Hosted by Lorna Denny, Investment Specialist. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

Architas Updates
Archinomics Weekly Update - Monday 07-10-2019 This is for investment professionals only.

Architas Updates

Play Episode Listen Later Oct 6, 2019 4:18


This is for investment professionals only. In this week's podcast, after a tough week for the UK equity market and weaker PMI data across the board, our expert panel discuss the possible central bank response. US/China trade talks this week and the beginning of the US reporting season next week could result in another volatile October. Presented by Nathan Sweeney, Senior Investment Manager, and Quentin De Bottini, Investment Manager. Hosted by Jonathan Arthur, Senior Product Specialist.  This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

united states america united kingdom pmi weekly update investment manager financial conduct authority investment professionals england no nathan sweeney old broad street
Architas Updates
Archinomics Weekly Update - Tuesday 27-08-2019. This is for investment professionals only.

Architas Updates

Play Episode Listen Later Aug 26, 2019 2:10


This is for investment professionals only. In this week's podcast, our expert panel discusses the escalation in the trade war, the market focus on monetary policy and what to expect this week. Presented by Nathan Sweeney, Senior Investment Manager, and Investment Manager Quentin DeBottini. Hosted by Dr Pela Strataki, CFA Investment Manager. This podcast is intended for investment professionals, and must not be shared with a non-professional audience. This podcast is for information purposes only and is intended to broaden listeners' awareness of financial markets and no part of the materials should be construed to represent financial advice or an offer to buy, sell or otherwise participate in any investment activity or strategy. The content is based on information sources that are deemed reliable at the time of recording. Architas has no express or implied warranty, guarantee or statement as to the accuracy, suitability or completeness of the information provided. All rights are reserved. Without the prior consent of the copyright holder, no part of this podcast in any form or by any means is allowed to be published, copied or emailed or stored in an information system. These materials originate from Architas Multi-Manager Limited ("Architas"). Architas is a company registered in England No. 06458717, registered office: 5 Old Broad Street, London, EC2N 1AD. Architas Multi-Manager Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register: register.fca.org.uk/ number 477328. These materials are not intended for audiences in the United States of America.

united states america weekly update financial conduct authority investment professionals england no nathan sweeney old broad street