Canaccord Coffee Break

Canaccord Wealth

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. 1d ago

    Is your portfolio really as diverse as you think?

    Jane Parry, Chief Marketing Officer, is once again joined this week by Leah Bramwell, Head of Tailored Investment Solutions, to discuss: Why your portfolio may be more concentrated than you think, even if it appears diversified How some emerging market and global tracker funds are heavily exposed to a small number of companies or themes, including AI and semiconductors Why it’s important to look at a fund’s holdings to understand what is really driving returns in your portfolio The long-term role emerging markets can play in a portfolio, and why careful fund selection matters more than ever. 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.

  2. Jul 23

    Playing the long game in a world of short-term headlines

    Jane Parry, Chief Marketing Officer, is joined this week by Leah Bramwell, Head of Tailored Investment Solutions, to discuss: Why short-term headlines, from inflation data to political change, can move markets quickly and how to look beyond the noiseWhat really drives long-term investment returnsHow patience and the power of compounding can help build wealth over timeWhy focusing on what you can control, from savings to investment portfolios, can support better long-term outcomes. 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.

  3. Jul 16

    Football pitch vs. the markets: where is the real contest?

    Jane Parry, Chief Marketing Officer, is joined by one of our regular contributors Tom Hibbert, Chief Investment Strategist, to discuss: How Middle East tensions are testing equity markets, oil prices and investor confidence, and why markets have so far stayed on the front foot Why the surge in artificial intelligence-related investment is creating opportunity, but also signs that corporate bond markets are starting to feel the pressure What rising UK gilt yields may be telling us about political uncertainty, government borrowing and the need to keep bond investors onside. 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.

  4. Jul 9

    Who really holds the power: politicians or bond markets?

    Jane Parry, Chief Marketing Officer, is joined by Peter Davies, Head of Direct Fixed Income, to discuss: Why bond markets matter for governments, and how gilt yields can influence the cost of funding public spending, growth and servicesWhat rising UK government borrowing costs may be telling us about inflation, political uncertainty and confidence in the country’s financesHow so-called ‘bond vigilantes’ are simply rational investors demanding a higher return when they see greater risk or more supply in the market. 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.

  5. Jul 2

    AI, ants and aftershocks: what’s driving the June swoon

    Jane Parry, Chief Marketing Officer, is back to join Tom Hibbert, Chief Investment Strategist, to talk about: Why the recent ‘June swoon’ in technology stocks may be more about resetting expectations than changing fundamentalsWhat South Korea’s army of retail investors - known as ‘ants’ - can tell us about excitement, leverage and ‘froth’ in the AI tradeWhy the entire AI ecosystem ultimately depends on one thing: whether end users are willing to pay for it. 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.

  6. Jun 25

    Back to reality: what the Fed reset and Starmer’s exit mean for markets

    This week, Tom Willis, Marketing Manager, is filling in and joining Tom Hibbert, Chief Investment Strategist to discuss: Why the US Federal Reserve (Fed) already seems different under new chair Kevin WarshWhy UK government bonds (gilts) remain especially sensitive to political risk and fiscal policy changes as the UK awaits a new Prime MinisterWhat the Fed’s ‘back to reality’ moment means as markets look less to central banks for support. 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.

  7. Jun 18

    Rocket fuel for markets: what the SpaceX float says about investor appetite

    This week, Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist to speak about: Why SpaceX’s record-breaking stock market listing matters for markets and what it signals about investor risk appetiteWhat falling oil prices and hopes of a Middle East breakthrough mean for inflation and global growthWhat this shift in sentiment tells us about where markets may go next.As always, moments of excitement can tempt investors to chase momentum. However, disciplined participation 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.

  8. Jun 11

    What happens when good news spooks markets?

    This week, Jane Parry, Chief Marketing Officer, is joined by Richard Champion, Co-Chief Investment Officer, to discuss: Why strong economic data can sometimes push markets lowerHow AI spending and broader stimulus are heating up the US economyWhy inflation and interest rate expectations are back in focusWhat a ‘healthy pause’ really looks like after a strong rally.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.

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.

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