Canaccord Coffee Break

Canaccord Wealth
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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. 6D AGO

    Is AI breaking the software business model?

    Just when markets thought they understood the AI story, it shifted again. This week saw a historic rout in global software stocks - their worst week since April last year and their weakest relative performance since the tech bubble burst 25 years ago. In a single day, around US$300bn was wiped off the sector. Is this a genuine turning point, or are the markets shooting first and asking questions later? In this episode, Jane Parry is joined by Kamal Warraich, Head of Fund Selection, to unpack what’s driving the volatility and what it means for investors and the AI story. They cover: • Why new AI tools from the company Anthropic sparked disruption fears • How enterprise software business models could be challenged • What ‘economic moats’ mean and whether proprietary data still protects companies • Why markets may be reacting first and analysing later. Kamal explains that while AI has the potential to reshape parts of the software industry, not all businesses are equally exposed. Some companies may even ultimately benefit from the very disruption that’s causing today’s volatility. 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), Canaccord Genuity Wealth (International) Limited (CGWIL) and Canaccord Asset Management (International) Ltd (CAMIL), 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 authorised by the Financial Sector Conduct Authority (FSCA) as a financial services provider in South Africa, FSP no. 48055. CGWIL is registered in Guernsey at Dorey Court, Elizabeth Avenue, St. Peter Port, Guernsey, GY1 2HT (number 22761). CAMIL is licensed and regulated by the Jersey Financial Services Commission. Its Guernsey branch is licensed and regulated by the Guernsey Financial Services Commission and its Isle of Man branch is licensed and regulated by the Isle of Man Financial Services Authority. is authorised by the FSCA as a financial services provider in South Africa. Registered in Jersey No: 143275. Registered office: Third Floor, No 1 Grenville Street, St. Helier, Jersey, JE2 4UF.

    11 min

  2. FEB 5

    All that jitters is not gold

    Gold and silver have been doing well for months. Then, almost overnight, the rally cracked. Last week saw one of the sharpest pullbacks in precious metals in decades, alongside fresh weakness in Bitcoin. Is this just volatility or could it mean something deeper? This week, Jane Parry is joined by a returning Tom Hibbert, Chief Investment Strategist, to unpack what triggered the sudden sell-off. Together they discuss: • Why gold and silver saw historic one-day falls • How higher margin requirements amplified the sell-off • What Kevin Warsh’s expected appointment as the US Federal Reserve (Fed) Chair signals for markets • Why Bitcoin is struggling to live up to its ‘digital gold’ reputation • Why the long-term case for metals may remain intact. Tom explains how a more hawkish Fed narrative disrupted the ‘currency debasement’ trade that has powered metals higher, but why structural concerns around US fiscal policy still support holding gold and silver in diversified portfolios. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email . 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), Canaccord Genuity Wealth (International) Limited (CGWIL) and Canaccord Asset Management (International) Ltd (CAMIL), 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 authorised by the Financial Sector Conduct Authority (FSCA) as a financial services provider in South Africa, FSP no. 48055. CGWIL is registered in Guernsey at Dorey Court, Elizabeth Avenue, St. Peter Port, Guernsey, GY1 2HT (number 22761). CAMIL is licensed and regulated by the Jersey Financial Services Commission. Its Guernsey branch is licensed and regulated by the Guernsey Financial Services Commission and its Isle of Man branch is licensed and regulated by the Isle of Man Financial Services Authority. is authorised by the FSCA as a financial services provider in South Africa. Registered in Jersey No: 143275. Registered office: Third Floor, No 1 Grenville Street, St. Helier, Jersey, JE2 4UF.

    11 min

  3. JAN 29

    Matcha, markets and the yen: why Japan’s shock election shook bonds

    In this episode, Jane Parry, Chief Marketing Officer, is joined by Leah Bramwell, Head of Tailored Investment Solutions, to unpack why Japanese politics suddenly moved markets and why investors everywhere should be paying attention. Swapping coffee for matcha, they explain how bond yields, currencies and the much-talked-about ‘carry trade’ fit into the bigger global picture. Together they discuss: • Japan’s snap election and fears of aggressive fiscal spending • A sharp jump in Japanese bond yields and why it matters globally • Yen volatility and the risks around the ‘carry trade’ • How shifts in Japan can affect portfolios far beyond Asia. Leah explains why Japan’s policy mix has the power to move global bonds, currencies and equities and why staying alert to these developments is essential for diversified portfolios. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email . 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), Canaccord Genuity Wealth (International) Limited (CGWIL) and Canaccord Asset Management (International) Ltd (CAMIL), 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 authorised by the Financial Sector Conduct Authority (FSCA) as a financial services provider in South Africa, FSP no. 48055. CGWIL is registered in Guernsey at Dorey Court, Elizabeth Avenue, St. Peter Port, Guernsey, GY1 2HT (number 22761). CAMIL is licensed and regulated by the Jersey Financial Services Commission. Its Guernsey branch is licensed and regulated by the Guernsey Financial Services Commission and its Isle of Man branch is licensed and regulated by the Isle of Man Financial Services Authority. is authorised by the FSCA as a financial services provider in South Africa. Registered in Jersey No: 143275. Registered office: Third Floor, No 1 Grenville Street, St. Helier, Jersey, JE2 4UF.

    12 min

  4. JAN 14

    Markets hit record highs - what does this mean for investing in 2026?

    In the first Coffee Break podcast of 2026, Jane Parry is joined by guest host Richard Champion, Co-Chief Investment Officer, to take stock of where markets stand after two strong years and what may lie ahead as the global backdrop becomes more complex. Together, they discuss: • US central bank tensions and political pressure on interest rates • Gold hitting record highs amid high government debt • Strong corporate earnings driving equity markets • Why 2026 may be volatile but still promising for investors. Richard explains why the current environment points to continued progress rather than a market peak, but also why staying diversified, disciplined and alert to inflation risks will be crucial in the year ahead. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email . 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), Canaccord Genuity Wealth (International) Limited (CGWIL) and Canaccord Asset Management (International) Ltd (CAMIL), 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 authorised by the Financial Sector Conduct Authority (FSCA) as a financial services provider in South Africa, FSP no. 48055. CGWIL is registered in Guernsey at Dorey Court, Elizabeth Avenue, St. Peter Port, Guernsey, GY1 2HT (number 22761). CAMIL is licensed and regulated by the Jersey Financial Services Commission. Its Guernsey branch is licensed and regulated by the Guernsey Financial Services Commission and its Isle of Man branch is licensed and regulated by the Isle of Man Financial Services Authority. is authorised by the FSCA as a financial services provider in South Africa. Registered in Jersey No: 143275. Registered office: Third Floor, No 1 Grenville Street, St. Helier, Jersey, JE2 4UF.

    12 min

  5. 12/29/2025

    World of wonder, world of light: from Christmas robins to a quantum future

    Enter the mind-bending world of quantum computing and what it could mean for the future of security. Jane Parry, Chief Marketing Officer is joined again by Research Specialist in our Chief Investment Office, John Pullar-Strecker to explore: How quantum phenomena already exist in nature - from migrating robins to plant photosynthesis The concept of the “Quantum Christmas Safe” and what it tells us about future security How quantum computing could accelerate breakthroughs in medicine, cryptography, and financial analysis If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email . 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), Canaccord Genuity Wealth (International) Limited (CGWIL) and Canaccord Asset Management (International) Ltd (CAMIL), 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 authorised by the Financial Sector Conduct Authority (FSCA) as a financial services provider in South Africa, FSP no. 48055. CGWIL is registered in Guernsey at Dorey Court, Elizabeth Avenue, St. Peter Port, Guernsey, GY1 2HT (number 22761). CAMIL is licensed and regulated by the Jersey Financial Services Commission. Its Guernsey branch is licensed and regulated by the Guernsey Financial Services Commission and its Isle of Man branch is licensed and regulated by the Isle of Man Financial Services Authority. is authorised by the FSCA as a financial services provider in South Africa. Registered in Jersey No: 143275. Registered office: Third Floor, No 1 Grenville Street, St. Helier, Jersey, JE2 4UF.

    16 min

  6. 12/23/2025

    A dog is for life, not just for Christmas

    As Christmas approaches, many households will be spending a little more time (and money) caring for the cherished pets they have. But behind the festive cheer sits a serious and growing theme: how we look after pet health and why innovation in diagnostics is becoming increasingly important for owners, vets and investors alike. In the first of our special Christmas episodes, Jane Parry, Group Chief Marketing Officer, is joined by John Pullar-Strecker, Research Specialist in our Chief Investment Office, to explore the fast-growing world of pet health and diagnostics and why it matters from both a societal and investment perspective. Together, they discuss: • The sheer scale of pet ownership across the UK, Europe and the US • Why rising insurance costs and the cost of living are putting pressure on pet owners • How a global shortage of qualified vets is creating bottlenecks in care • How advances in diagnostics - from blood analysis to oncology screening - can improve outcomes for pets • Why companies providing diagnostic technology benefit from strong, recurring revenue models. John explains why owners often prioritise their animals’ wellbeing over their own spending and how investing in pet health technology can support better care - while also offering attractive long-term investment characteristics. If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email . 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), Canaccord Genuity Wealth (International) Limited (CGWIL) and Canaccord Asset Management (International) Ltd (CAMIL), 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 authorised by the Financial Sector Conduct Authority (FSCA) as a financial services provider in South Africa, FSP no. 48055. CGWIL is registered in Guernsey at Dorey Court, Elizabeth Avenue, St. Peter Port, Guernsey, GY1 2HT (number 22761). CAMIL is licensed and regulated by the Jersey Financial Services Commission. Its Guernsey branch is licensed and regulated by the Guernsey Financial Services Commission and its Isle of Man branch is licensed and regulated by the Isle of Man Financial Services Authority. is authorised by the FSCA as a financial services provider in South Africa. Registered in Jersey No: 143275. Registered office: Third Floor, No 1 Grenville Street, St. Helier, Jersey, JE2 4UF.

    12 min

  7. 12/18/2025

    Wrapping up the year: what rate cuts and policy shifts mean for investors

    In our final regular weekly episode of the year, Jane Parry, Group Chief Marketing Officer, is joined by Tom Hibbert - newly appointed Chief Investment Strategist - to reflect on the latest market developments and what they could mean as we head into 2026. Together, they discuss: Why equity markets have drifted sideways despite a Fed rate cutWhat the end of quantitative tightening really means and why it matters for liquidityWhy weakness in tech and AI has been offset by strength in cyclical sectorsHow the Fed’s shift from a restrictive to a more neutral stance could support marketsWhat the US National Security Strategy reveals about the link between economics, technology and global powerWhy AI, quantum computing and advanced manufacturing are now central to US economic policy.Tom explains why the Fed’s move away from a hawkish stance should provide near-term market support and how the growing strategic competition between the US and China is reshaping investment themes, particularly around technology, productivity and domestic manufacturing. 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), Canaccord Genuity Wealth (International) Limited (CGWIL) and Canaccord Asset Management (International) Ltd (CAMIL), 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 authorised by the Financial Sector Conduct Authority (FSCA) as a financial services provider in South Africa, FSP no. 48055. CGWIL is registered in Guernsey at Dorey Court, Elizabeth Avenue, St. Peter Port, Guernsey, GY1 2HT (number 22761). CAMIL is licensed and regulated by the Jersey Financial Services Commission. Its Guernsey branch is licensed and regulated by the Guernsey Financial Services Commission and its Isle of Man branch is licensed and regulated by the Isle of Man Financial Services Authority. is authorised by the FSCA as a financial services provider in South Africa. Registered in Jersey No: 143275. Registered office: Third Floor, No 1 Grenville Street, St. Helier, Jersey, JE2 4UF.

    10 min
  8. Central banks on a sleigh ride: Santa rally ahead?

    12/10/2025

    Central banks on a sleigh ride: Santa rally ahead?

    In this episode, Jane Parry, Group Chief Marketing Officer, is joined by Tom Hibbert from the Chief Investment Office to explore how the world’s most influential central banks are shaping market sentiment as we head into year-end. Together, they cover: Why markets have been ‘rangebound’ and what that tells us about investor sentiment Why the Fed is cutting rates despite a surprisingly ‘hot’ US economy What Kevin Hassett’s rise as frontrunner for chair of the Fed could mean for policy independence Why the BoE looks set to follow with rate cuts of its own How Japan’s first potential rate hike in nearly 20 years is reshaping its bond market Whether rate cuts - or hikes - could ultimately fuel a classic Santa rally. Tom explains how these shifts across the central banks are feeding into broader market sentiment and what that may mean as we head into 2026.   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), Canaccord Genuity Wealth (International) Limited (CGWIL) and Canaccord Asset Management (International) Ltd (CAMIL), 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 authorised by the Financial Sector Conduct Authority (FSCA) as a financial services provider in South Africa, FSP no. 48055. CGWIL is registered in Guernsey at Dorey Court, Elizabeth Avenue, St. Peter Port, Guernsey, GY1 2HT (number 22761). CAMIL is licensed and regulated by the Jersey Financial Services Commission. Its Guernsey branch is licensed and regulated by the Guernsey Financial Services Commission and its Isle of Man branch is licensed and regulated by the Isle of Man Financial Services Authority. is authorised by the FSCA as a financial services provider in South Africa. Registered in Jersey No: 143275. Registered office: Third Floor, No 1 Grenville Street, St. Helier, Jersey, JE2 4UF.

    12 min
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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
    21
  • Rating
    Clean
  • Copyright
    © Canaccord Wealth
  • Show Website
    Canaccord Coffee Break