Canaccord Coffee Break

Canaccord Wealth
  • 5.0 (4)
  • INVESTING

Welcome to our weekly podcast series: Canaccord Coffee Break. Each episode, Jane Parry, Group Chief Marketing Officer sits down with one of our investment experts to demystify the key themes shaping markets and investor sentiment. If you have any feedback on a specific episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

  1. 3 DAYS AGO

    AI, earnings and interest rates – why did markets rally in April?

    After the wobbles of March and domination of geopolitics on headlines, global equity markets surged in April, delivering their strongest month since late 2020. The key question for investors is why that rally was so powerful and what it means for long‑term returns from here. Is this simply excitement and momentum at work, or something more fundamental? Canaccord Coffee Break podcast – 7 May 2026   This week, Jane Parry, Chief Marketing Officer, was again joined by Tom Hibbert, Chief Investment Strategist, to discuss: Why markets looked past recent shocks and refocused on fundamentalsHow strong earnings - particularly in the US - powered April’s rallyWhat the latest results from the big US tech stocks tell us about AI, costs and profitabilityWhy central banks stayed quiet despite a busy week of meetings and what that signals for interest rates. April’s rally wasn’t driven by hope alone. Robust earnings, record margins and improving corporate discipline have played a central role - raising an important question about how much of that strength is already priced into today’s markets. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you. Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change. Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc. CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862). CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

    13 min

  2. 30 APR

    Why markets are coping better with oil prices than before

    Oil prices have been volatile recently, surging from around US$60 to US$100 a barrel, yet markets have remained surprisingly calm. Unlike past energy shocks, this move has so far looked contained rather than disorderly - even with the conflict in the Middle East unresolved. What’s different this time and why should investors be paying attention? This week, Jane Parry, Chief Marketing Officer, speaks with Tom Hibbert, Chief Investment Strategist about: Why today’s oil shock looks very different from past crisesHow markets have adapted through alternative supply routes and strategic reservesWhy inflation is the key risk and what would make it more concerningWhat higher oil prices mean for central banks and interest rate expectations.Oil prices may be higher, but the real risk lies in what happens next: if energy costs start feeding into wages, prices and expectations more broadly. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you. Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change. Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc. CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862). CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

    13 min

  3. 23 APR

    From fear to FOMO: why markets bounced and why gilts are back

    In just two weeks, markets have swung from panic to confidence. Equities are back at record highs, oil prices fell and gilts (UK government bonds) have seen a surge in demand. It’s the speed and breadth of that shift that has caught some investors off guard. Markets appear to be pricing in calm, even as geopolitical risks remain unresolved and sentiment continues to turn quickly with each new headline. How long can the calm last? This week, Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, to discuss: Why markets rebounded so quickly and why the pace of the recovery mattersWhat highly ‘rotational’ markets reveal about investor confidence todayWhy record demand for UK gilts is sending a strong signal from bond investorsHow resilient earnings and economic data are supporting risk assets.Rapid rotations and sharp reversals have become a defining feature of this market, making it harder to rely on simple narratives or single themes. For investors, staying balanced an adaptable becomes increasingly important. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you. Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change. Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc. CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862). CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

    10 min

  4. 16 APR

    Are we riding the oil squeeze into stagflation?

    Markets rallied sharply last week following a ceasefire announcement between the US and Iran. The scale of the market response was positive - yet surprising - given how fragile and uncertain the situation remains. Energy prices remain well above pre‑conflict levels, with disruption through the Strait of Hormuz continuing. That has brought renewed focus on the risk of stagflation - a challenging environment where inflation stays high even as economic growth slows. This week, Jane Parry, Chief Marketing Officer is joined by Tom Hibbert, Chief Investment Strategist, to discuss: Why markets reacted so strongly to the ceasefire announcementWhy higher energy prices can slow growth while pushing inflation higherWhat stagflation means for investors and clients, why it’s such an unwelcome scenario and if any assets tend to perform well during it. Markets may be responding to better news, but the situation remains fluid. In periods like this, resilience, diversification and forward planning tend to matter more than reacting to short term price moves. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you. Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change. Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc. CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862). CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

    11 min

  5. 9 APR

    Reasons to be cheerful… are markets finding their feet again?

    After several weeks of volatility in the Middle East dominating headlines, markets showed more encouraging signs last week. Equity markets moved higher, bonds also rallied and sentiment appeared to stabilise as investors focused on improving fundamentals rather than daily news flow. While uncertainty hasn’t disappeared, recent market moves suggest investors may be starting to look through the noise. This week, Jane Parry, Chief Marketing Officer is joined by Tom Hibbert, Chief Investment Strategist, to discuss: What drove last week’s more positive tone across equity and bond marketsWhy certain parts of the market responded particularly stronglySigns of resilience in global economic data and company earnings expectationsWhy fundamentals (such as company earnings and economic data) remain important when markets feel uncertain.In times like these, day to day moves can feel unsettling - but they don’t always tell the full story. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you. Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change. Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc. CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862). CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

    11 min

  6. 2 APR

    A tale of two markets - why bonds are warning and equities aren’t listening

    Markets are telling two very different stories right now. On one hand, equities and credit markets have been surprisingly resilient despite the heightened uncertainty around the conflict in Iran and surging energy prices. On the other, UK government bonds (gilts) are showing sharp moves, with yields rising above 5% - levels not seen since the financial crisis. This week, Jane Parry, Chief Marketing Officer is joined by Tom Hibbert, Chief Investment Strategist, to discuss: Why markets are currently pricing two very different economic outcomesWhat resilience in equities and credit markets is really telling usWhy gilts are reacting so differentlyWhether rising yields reflect genuine risk, or a potential opportunity for investors.While uncertainty remains high, understanding how different parts of the market are responding can help cut through the noise. As always, maintaining perspective, staying diversified and focusing on long-term objectives remains key. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you. Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change. Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc. CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862). CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

    12 min

  7. 26 MAR

    From Gulf to gilts: opportunity in UK bonds?

    The situation in the Middle East continues to drive markets, with tensions around the Strait of Hormuz keeping energy prices elevated. While oil grabs the headlines, another important market reaction is happening elsewhere: UK government bond (gilts) yields are now approaching 5% - levels not seen since the financial crisis. For long-term investors, this surge isn’t just a headline, it could represent a rare opportunity to secure attractive, tax-efficient returns. This week, Jane Parry, Chief Marketing Officer is joined by Leah Bramwell, Head of Tailored Investment Solutions, to discuss: How the Strait of Hormuz-driven energy shock is feeding into inflation and interest rate expectationsWhy central banks are pausing but signalling very different paths aheadWhat’s behind the sharp move higher in UK gilt yields.In a fast-moving environment, it’s easy to focus on the headlines. But often, the real story lies in how markets respond and where that creates opportunity. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you. Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change. Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc. CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862). CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

    13 min

  8. 19 MAR

    How one narrow Strait is driving global markets

    The Strait of Hormuz - through which around a fifth of the world’s oil flows - is now at the centre of escalating tensions, sending energy prices sharply higher and raising fresh questions for inflation and interest rates. Oil has surged above US$100 a barrel, with sharp swings reflecting just how uncertain the situation remains. But this isn’t just about energy: when oil moves, it feeds into almost every part of the global economy, from supply chains to inflation, and ultimately central bank decisions. This week, Jane Parry, Chief Marketing Officer is joined by Tom Hibbert, Chief Investment Strategist, to discuss: Why the Strait of Hormuz has become the key flashpoint for marketsHow energy prices are feeding through into inflation and growth expectationsWhy central banks in the UK, US and Europe are responding differentlyWhat investors should be watching as the situation continues to evolve.Markets have remained relatively resilient so far, but the backdrop is shifting quickly. As always, staying diversified and focused on the long term remains key. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you. Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance. The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change. Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc. CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862). CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

    12 min
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Ratings & Reviews

5
out of 5
4 Ratings

About

Welcome to our weekly podcast series: Canaccord Coffee Break. Each episode, Jane Parry, Group Chief Marketing Officer sits down with one of our investment experts to demystify the key themes shaping markets and investor sentiment. If you have any feedback on a specific episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Information

  • Creator
    Canaccord Wealth
  • Years Active
    2025 - 2026
  • Episodes
    33
  • Rating
    Clean
  • Copyright
    © Canaccord Wealth
  • Show Website
    Canaccord Coffee Break

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