US equity markets were boosted by the Democrat clean sweep, anticipating greater fiscal stimulus. Conversely, US bond markets were troubled by the prospect of more reflationary policy, impacting government bonds in many developed markets. Meanwhile, increasing strength saw China’s renminbi break through a significant level against the US dollar. This week the major banks will kick off the Q4 reporting season in the US.

Presented by Seamus Lyons CFA, Senior Investment Manager, Asim Qadri CFA, Investment Analyst and Niall McDonnell, CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist.

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: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

US equity markets ended the year in bullish form, while government bonds marked time. The last minute Brexit trade deal was well received by both equity and currency markets. This week’s Georgia Senate run off in the US could find markets caught off guard by a double Democrat victory.

Presented by Seamus Lyons CFA, Senior Investment Manager, Alex Burn CFA, Investment Manager and Niall McDonnell, CFA, Senior Investment Manager. Hosted by Lorna Denny, Investment Specialist.

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: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

A risk off week saw US jobless claims jump, reflecting a sharp rise in Covid-19 cases, while support packages buoyed government bond markets. This week brings the final US Federal Reserve meeting of the year, with new guidance expected on an extension to the bond purchasing package.

Presented by Seamus Lyons CFA, Senior Investment Manager, Alex Burn CFA, Investment Manager. Hosted by Lorna Denny, Investment Specialist.

The Archinomics Weekly podcast will resume on 04.01.2021. In the meantime, we wish all of our listeners a happy and healthy new year!

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: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

It’s been called ‘the year to forget’, but there is no denying that 2020 has been a memorable year. Markets hit new peaks in February, before the Covid-19 pandemic struck home and caused a spike in financial market volatility. Since then, with huge rescue packages in place and abundant liquidity, many markets recovered their nerve. Boosted further by the prospect of a reflationary new US president and an effective vaccine against Covid-19, new highs have been reached.

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: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Equity and commodity markets rallied further on a raft of positive news, including developments on the Covid-19 vaccine and the long-awaited US stimulus package. This week’s European Council meeting could finally bring agreement on post-Brexit trade arrangements.

Presented by Seamus Lyons, CFA, Senior Investment Manager, Alex Burn, CFA, Investment Manager, and Asim Qadri, CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist.

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: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Markets moved towards a strong close to November, boosted by positive sentiment on both vaccines and economic reflation. This week, however, major economies PMIs and US unemployment data could bring a reality check.

Presented by Seamus Lyons, CFA, Senior Investment Manager, Niall McDonnell, CFA, Senior Investment Manager and Alex Burn, CFA, Investment Manager. Hosted by Lorna Denny, Investment Specialist.

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: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

Equity markets were boosted by positive Covid-19 vaccine news, with Europe a marked outperformer. We look at the pan-Asian RCEP trade agreement and its possible impact on US global trade dominance, while Brexit trade talks approach the end game.

Presented by Alex Burn, CFA, Investment Manager, Richard Byrne, Investment Manager, and Asim Qadri, CFA. Hosted by Lorna Denny, Investment Specialist.

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: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

In a classic risk-on response, equity and credit markets were boosted by more clarity on the US election results, as well as promising developments on a Covid-19 vaccine. This week could see the final push towards a Brexit trade agreement, while elsewhere rising Covid-19 infection rates will be weighed against further vaccine news.

Presented by Seamus Lyons, CFA, Senior Investment Manager and Patrick Good, Portfolio Manager. Hosted by Lorna Denny, Investment Specialist.

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: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

It now seems clear that Joe Biden will be the 46th President of the United States. Financial markets had discounted this result over the last weeks, but the so-called Blue Wave, with the Democrats controlling all three houses of Congress, has so far proved out of reach. Biden has become the president-elect, but political gridlock could now stand in the way of his plans for the US economy. We discuss the financial markets’ response to this new reality and market drivers from here.

Presented by our investment team panel: Rémi Lambert, CIO Architas France, Seamus Lyons CFA, Senior Investment Manager, Niall McDonnell CFA, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist.

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: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.

We examine financial market reactions to the US election results last week, before Joe Biden emerged as president-elect over the weekend. Also reactions in Asia to a new US administration, as well as to the last-minute postponement of the giant Ant Group IPO.

Presented by Seamus Lyons CFA, Senior Investment Manager, Niall McDonnell CFA, Senior Investment Manager and Asim Qadri CFA, Investment Analyst. Hosted by Lorna Denny, Investment Specialist

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: 5 Old Broad Street, London, EC2N 1AD. These materials are not intended for audiences in the United States of America.