114 episodes

This podcast is intended for professional investors, 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: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

Architas Updates Architas Multi-Manager

    • Business

This podcast is intended for professional investors, 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: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

    Panel Podcast: On the investment radar - For investment professionals only

    Panel Podcast: On the investment radar - For investment professionals only

    The first quarter was characterised by renewed optimism, boosted by stimulus packages and vaccine rollouts. This brought a sector rotation in the equity markets, from growth to value stocks.

    The outlook for recovery remains positive, with the potential for a sharp rise in consumer spending. Beyond this we maintain our focus on the longer-term megatrends that will drive growth in the future.

    Jaime Arguello, Chief Investment Officer of Architas, discusses what’s on his investment radar. 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: 20 Gracechurch Street, London, EC3V 0BG. These materials are not intended for audiences in the United States of America.

    • 4 min
    Archinomics Weekly Update - Monday 19-04-21 This is for investment professionals only

    Archinomics Weekly Update - Monday 19-04-21 This is for investment professionals only

    US equity markets made new record highs, spurred on by strong consumer spending, while the post-pandemic bounce saw China’s GDP growth rate hit record levels. This week brings a raft of quarterly earnings from major US companies, such as Johnson & Johnson and Netflix.

    Presented by Seamus Lyons 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: 20 Gracechurch Street, London, EC3V 0BG. These materials are not intended for audiences in the United States of America.

    • 7 min
    Archinomics Weekly Update - Monday 12-04-21 This is for investment professionals only

    Archinomics Weekly Update - Monday 12-04-21 This is for investment professionals only

    Equities rallied as government bond markets were reassured by the US Federal Reserve, with the tech heavy Nasdaq index at the forefront of gains. This week the focus will be on US inflation and retail sales data, as well as the expected rebound in China’s GDP after the pandemic struck first quarter of 2020.

    Presented by Niall McDonnell CFA, Senior Investment Manager and Pela Strataki CFA, Senior 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: 20 Gracechurch Street, London, EC3V 0BG. These materials are not intended for audiences in the United States of America.

    • 5 min
    Archinomics Weekly Update - Tuesday 06-04-21 This is for investment professionals only

    Archinomics Weekly Update - Tuesday 06-04-21 This is for investment professionals only

    President Biden’s infrastructure stimulus package, worth $2.25 trillion, stole the headlines and will be much debated in Congress over the coming week. Elsewhere, as strong survey data came through, China’s currency fell to the lowest point since the trade war with the US, on expectations that monetary stimulus measures will soon be withdrawn.

    Presented by 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: 20 Gracechurch Street, London, EC3V 0BG. These materials are not intended for audiences in the United States of America.

    • 7 min
    Archinomics Weekly Update - Monday 29-03-21 This is for investment professionals only

    Archinomics Weekly Update - Monday 29-03-21 This is for investment professionals only

    Value sectors continued the outperformance seen year to date, in anticipation of stronger global growth. The grounding of a massive container ship in the Suez Canal sparked volatility in the oil price, as well as significant disruption to global trade in manufactured goods. The focus for this week will be on US employment data, a series key to the US Federal Reserve’s interest rate policy.

    Presented by Richard Byrne, 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: 20 Gracechurch Street, London, EC3V 0BG. These materials are not intended for audiences in the United States of America.

    • 5 min
    Archinomics Weekly Update - Monday 22-03-21 This is for investment professionals only

    Archinomics Weekly Update - Monday 22-03-21 This is for investment professionals only

    Central bankers remained in the spotlight, as short term growth and inflation forecasts were raised. US Treasury bond yields hit pre-pandemic levels, as prices fell, creating a negative knock on for global stock markets. This week brings more central bank commentary on fiscal and monetary stimulus, as well as PMI data for a number of major economies.

    Presented by Seamus Lyons CFA, Senior Investment Manager 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: 20 Gracechurch Street, London, EC3V 0BG United Kingdom. These materials are not intended for audiences in the United States of America.

    • 5 min

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