Investment Club – Episode 57
On yet another volatile week, markets across the world were sent tumbling down as Russia’s attacks on Ukraine continue. European and UK stocks were the worst impacted during the week. The West continues to take further action against Russia, whilst Ukraine and Russia continue to negotiate. Please bear in mind that this update was written on 6 March 2022 and was correct at the time of publishing.
Investment Club – Episode 56
On Thursday, Ukraine woke up to explosions as peace in Europe was shattered. After Russia spent several weeks building up a sizable military force along its border with Ukraine, Russian President Vladimir Putin ordered its military to invade Ukraine.
Investment Club – Episode 55
The situation in and around Ukraine is deeply political and highly complex: it remains far from obvious how events will unfold. Meanwhile, the consensus outlook for inflation, economic growth and interest rates continues to shift, adding to the uncertainty. For investors, uncertainty means volatility – as evidenced by the ups and downs of major market indices over the past week.
Investment Club – Episode 54
It continues to be a volatile time for markets as much of the world continues to transition towards slowly learning to live with COVID-19. Inflation is also dominating investor sentiment, as are escalating tensions between Russia and Ukraine, with fears building that a Russian invasion could be imminent.
Investment Club – Episode 53
Markets continue to be volatile and continue to be dominated by expectations of what central banks will do throughout 2022. This week we also saw a lot of share prices move because of either positive or negative reports from companies. Oil prices continue to rise which has benefitted some energy companies.
Investment Club – Episode 52
Markets continue to be volatile this year, dominated in the short term by the prospect of rising interest rates. Beyond interest rate expectations, many companies are reporting challenges to their businesses, escalating geopolitical tensions around the Ukraine/Russia border, weak economic data from China and rising Covid-19 cases in some parts of the world have also caused markets to jitter.
Investment Club – Episode 51
Inflation remains at the forefront of news, putting additional pressure on central banks to take action, which in turn has impacted investor sentiment. The US stock market suffered a big fall, whilst record inflation numbers in the UK and Europe heavily weighed on markets.
Investment Club – Episode 50
Inflation remains at the forefront of news and investor sentiment. Meanwhile, Japan and China continue to tackle fresh waves of the coronavirus, whilst in Europe and the UK restrictions begin to ease. The UK economy grew to above its pre-pandemic level for the first time, but this was before news of Omicron weighed on economic activity.
Investment Club – Episode 49
Global markets have had an uneven start to the year with the main themes from 2021 continuing into the new year – coronavirus, and specifically Omicron, together with inflation and how central banks may look to react have all had an impact on markets this week.
Investment Club – Episode 48
It continues to be a volatile time for markets as the world continues to face growing Covid-19 cases. Central Banks have begun talking about controlling inflation, with the Bank of England raising key interest rates for the first time in more than three years.
Investment Club – Episode 47
Despite the reimposition of social restrictions here in the UK and elsewhere, investors – along with everybody else – have breathed a sigh relief as early evidence suggests the omicron variant may not pose as severe a threat as had been feared. Meanwhile, evidence from Europe, Japan and Asia suggests supply chain bottlenecks may be easing.
Investment Club – Episode 46
It continues to be a volatile time for markets as the world continues to face Omicron without knowing much about the transmission rate or the severity of this new variant. Inflation is also dominating investor sentiment, particularly as Omicron could bring further supply chain disruptions across the world.
Investment Club – An Interview with Hannah Simons
Our special guest this week is Hannah Simons, Head of Sustainability Strategy at Schroders to discuss all things sustainability and COP26 - the key achievements and outputs - and what they mean for investors.
Investment Club – Episode 45
Omicron sends equity markets sharply lower across the world as investors’ confidence is tested and they move out of equities into less risky asset classes such as government bonds. Before the announcement of the new Covid variant, markets were already nervous about the slowing global economic recovery.
Investment Club – Episode 44
It was a fairly muted week for equity markets across the world, with the exception of the UK, where inflation rose to the highest level in almost a decade. In the US, investors weight inflation fears against strong economic data, whilst in China a larger-than-expected stimulus had little effect on markets.
Investment Club – Episode 43
It was a mixed week for equity markets across the world – with a real focus on economic indicators, in particular the inflation numbers, which in the US surged to over 6%. In Japan, the government prepares to spend, whilst in China the property sector remains in the limelight. Over in Europe, coronavirus cases are ticking up and, in the UK, early Christmas shopping helps the economy.
Investment Club – Episode 42
Equity markets were positive across the world last week, except for China where the concerns about the strength of its property sector and rising Covid-19 cases weighed on markets. In the UK, the central bank keeps interest rates unchanged, and, in the US, the long-awaited infrastructure bill is approved.
Investment Club – Episode 41
Equity markets were moderately positive across the world last week, except for China where the concerns about the strength of its property sector weighed on markets. Corporate earnings appear to be positive, but supply chain problems and inflation concerns persist.
Investment Club – Episode 40
Equity markets were mixed across the world this week. Corporate earnings appear to have boosted investor sentiment in the US and in Europe. Japan readies for its upcoming general election and China seeks to contain the property crisis amid a slowing economy.
Investment Club – An Interview with Omnis’ Chief Investment Officer
Robert Jeffree, our Chief Investment Officer, recently celebrated his 1-year anniversary at Omnis and I took the opportunity to sit down with him and talk about Omnis.
Investment Club – Episode 39
Equity markets rose this week across the world. Inflation in the US appears to be peaking, whilst Japan’s new Prime Minister reassures the market. China sees a muted week in markets, whilst shares in Europe and UK rally, despite the continued concerns about inflation.
Investment Club – Episode 37
Equity markets rose this week, helped by US congress agreeing to increase the US debt ceiling temporarily allowing the US to avoid defaulting on its debt payments until early December. Inflationary pressures continue to be front and centre of investors’ minds.
Investment Club – Episode 36
It was a mixed week in markets. Pessimism and interest rate fears in the US weighed markets down.
Investment Club – Episode 35
It was a mixed week in markets, dominated by news of China’s second-largest property developer Evergrande’s debt problems. At the same time, global economies are facing a slowing in economic growth with inflation rising sharply.
Investment Club – Episode 34
Overall markets fell this week with key data coming out across the world. In the US, inflation appears to be falling.
Investment Club – Episode 33
Investors’ attention continued to focus on central banks looking for hints as to when they might start tapering financial support, ahead of interest rate rises.
Investment Club – Episode 32
It was a muted week for markets, with the except of Japan, driven by mixed economic numbers. In the US, reports on the labour market delivered underwhelming numbers, whilst inflation in Europe continues to pick up.
Investment Club – Episode 31
Overall, it was a negative week for markets globally. Worries over tighter central bank policy in the US and fears that economic growth could be peaking weighed on investor sentiment. This comes at a time when the highly contagious delta variant continues to disrupt supply chains and add to uncertainty.
Investment Club – What does inflation mean for bonds? – Deep Dive
Our latest episode of The Omnis Investment Club podcast is now available - a special interview with Tim Foster, Portfolio Manager at Fidelity International. As our guest this week, Tim discusses all things inflation and fixed income. We explore the inflation environment in more detail - why it has picked up dramatically, whether it's transitory and what it means for bonds.
Investment Club – Episode 30
Stock markets enjoyed a positive week. In the absence of much notable economic news, most market indices ground higher.
Investment Club – Episode 29
Stock markets enjoyed a positive week. Strong economic data and a slew of upbeat company earnings reports were enough to offset concerns over the continued spread of the delta variant and talk of central banks ending their extraordinary support packages.
Investment Club – Episode 28
It was a challenging week for markets globally, driven by continued news that the pace of the global economic growth is slowing, exacerbated by the spread of the delta variant and the impact this could have on economic growth.
Investment Club – Episode 27
It was a mixed week for markets globally. Most markets fell at the start of the week, but many recovered those losses. The spread of the delta variant and the likelihood that growth is slowing has impacted markets, but we saw some positive economic data coming out of Europe and some optimism return in the US as companies reported earnings.
Investment Club – Episode 26 – Deep Dive
On today's episode of The Omnis Investment Club podcast, the tables have turned...and instead of Rohit Vaswani interviewing a guest, he is put in the hot seat - joined by Setul Mehta, Head of Business Development Operations at The Openwork Partnership. Setul challenges him on all things investments - Omnis, mutual funds, asset classes, Bitcoin and much more.
Investment Club – Episode 25
It was a tough week for markets. Stocks on both sides of the Atlantic met their worst weekly performance in at least a month due to fears about the rapid spread of the Delta variant of coronavirus. We also saw higher inflation being reported in the UK and the US which weighed on markets during the week.
Investment Club – Episode 24
Markets last week were concerned about a slowdown in economic growth, which became more concerning amidst rising Covid-19 cases globally. Despite a sharp decline in markets in the middle of the week, most appear to have recovered, ending the week flat or mildly positive.
Investment Club – Episode 23
It was a mixed week for markets globally. Strong economic data has driven positive investor sentiment this week. This has been somewhat dampened by rises in infection rates due to the ‘delta’ variant of the coronavirus. Unemployment in many parts of the world appears to be coming down.
Investment Club – Episode 22
After a difficult week for markets in the previous week, inflation fears appear to have calmed down this week, triggering most global markets to post gains last week. Countries continue on their path to reopening their economies wrapping up the first half of the year with an optimistic tone.
Investment Club – Episode 21
Rohit Vaswani takes a look at last week's stock markets and economic data. The US Central Bank, The Federal Reserve, indicated that it may raise interest rates sooner than previously expected, sending markets globally tumbling down.
Investment Club – Episode 20
Rohit Vaswani takes a look at last week's stock markets and economic data.
Investment Club – Episode 19 – An interview with Barings
On this week's Omnis Investment Club interview special, we're delighted to welcome Rosemary Simmonds, Investment Manager at Barings onto the podcast.
Investment Club – Episode 18
This week, Colin Gellatly, Deputy CIO takes a look at last week's stock markets and economic data.
Investment Club – Episode 17
Rohit Vaswani takes a look at last week's stock markets and economic data.
Investment Club – Episode 16
This week Rohit Vaswani takes another longer look at last week's stock markets and economic data.
Investment Club – Episode 15
This week Rohit Vaswani takes another longer look at last week's stock markets and economic data.
Investment Club – Episode 14
This week Rohit Vaswani takes a longer look at last week's stock markets and economic data. It was a challenging week for markets despite overall positive economic news.
Investment Club – Episode 13
Rohit Vaswani speaks to Nabeel Abdoula, Deputy Chief Investment Officer of Fulcrum Asset Management. The fund has recently began investing in the Climate Change theme and Nabeel talks to us about the investment opportunity.
Investment Club – Episode 12
Rohit Vaswani reviews stock markets, consumer sentiment, economic data and speaks to Dominic Johnson, CEO of Somerset Capital Management, investment manager for the Omnis Global Emerging Markets Equity Opportunities Fund.
Investment Club – Episode 11
As we begin to close the first quarter of 2021, we mix things up in this week's Monday Investment Club Podcast.
Investment Club – Episode 10
Rohit Vaswani reviews last week and talks to Jonathan Gosling, Investment Manager about fixed income as an asset class and they discuss the Fixed Income funds available at Omnis.
Investment Club – Episode 9
Rory Maguire, Managing Director of Fundhouse delves into the hot topic of Environmental, Social and Governance (ESG) investing - what it is, and how we approach it at Omnis.
Investment Club – Episode 8
In this week's Investment Club Podcast we review what was a mixed week for global stock markets, dominated by stimulus packages, inflation concerns and the easing of restrictions. We also explore last week's Spring Budget - and what this means for investors.
Investment Club – Episode 7
Do Cryptocurrencies belong in diversified portfolios? This week, Rohit Vaswani looks at what was a challenging week for stock markets and is joined by Ben Popatlal, Strategist at Schroders to explore Cryptocurrencies as an investment.
Investment Club – Episode 6
This week Jonathan Gosling, Investment Manager at Omnis Investments joins the conversation. We take a look at the news from last week and explore the last 12 months from an investment perspective – what themes have performed well for investors?
Investment Club – Episode 5
In this week’s episode, Rohit Vaswani is joined by our Chief Investment Officer, Robert Jeffree, as they look at the current state of the UK economy and discuss what may happen from here.
Investment Club – Episode 4
Sherry Qin from Fidelity International, based in Shanghai shares her views on the Chinese economy and identifies investable themes as China prepares itself to bring in the Year of the Ox.
Investment Club – Episode 3
Reddit traders spark a short squeeze and unnerve equity markets, with last week being the worst week for many stock markets since October 2020. Meanwhile, Europe’s vaccination row intensifies as the UK inoculation pace speeds up. In the US, Biden signs ‘Buy American’ Executive Order.
Investment Club – Episode 2
The Monday Investment Club Episode 2 - President Joe Biden.
Investment Club – Episode 1
Rohit Vaswani, Client Portfolio Manager and talks to Robert Jeffree Chief Investment Officer and Colin Gellatly, Deputy Chief Investment Officer.
