Episodes
273
Latest episode
Nov 2026
Language
EN-GB
A weekly podcast hosted by Rohit Vaswani, Investments Director at Omnis Investment, to discuss key themes impacting investors in the coming week. Rohit will be joined by a guest each week. This podcast is client-friendly and you will be able to share with your clients and/or embed to your website. A one-page summary of the podcast/ weekly market update will follow shortly after.
Ed Russell is joined by Tim Dingemans and Patrick O'Donnell to discuss recent stock market volatility in relation to politics, technology stocks, and AI infrastructure.
Global equities retreated as renewed AI valuation concerns, persistent inflation and rising geopolitical tensions weighed on sentiment. Technology-led weakness drove declines across most major markets, with Japan experiencing the sharpest fall.
We have a new format for our podcast this week as Ed Russell is joined in conversation by Patrick O'Donnell, Chief Investment Strategist at Omnis Investments. They unpack what's been happening in global markets, what's changed over recent weeks, and what to look out for in the next fortnight. Topics include the Middle East, inflation, interest rates, economic growth and the evolving AI story.
This week we have a very special interview guest, Michael Browne of Franklin Templeton discussing global markets, asset allocation, and is there an AI bubble? Hosted by Ed Russel, also featuring Tim Dingemans.
Global equities finished the week broadly higher led by the technology sector, as investors became increasingly bullish around the rise of agentic AI and the positive implications for overall AI demand. Japanese equities the standout, while Chinese equities lagged.
Global equities were mixed as investors weighed a raft of central bank decisions and renewed geopolitical tensions in the Middle East. Japanese equities were the standout performer, as a weakening Japanese yen provided support for their export-oriented industries. Presenter: Edward Russell
Global equities pulled back amid rising energy prices on the back of increased geopolitical tensions in the Middle East. Domestic economic signals largely took a backseat, as we saw Brent Crude oil prices climb towards US$110/barrel. Presenter: Ed Russell
Global equities were mixed for the week as investors weighed renewed geopolitical tensions in the Middle East against better-than-expected economic data. US and UK equities proved more resilient, while Japanese equities lagged on expectations of a near-term increase to interest rates from the Bank of Japan.
Global equities came under pressure on the back of rising bond yields and renewed Middle East tensions. The UK market’s more defensive characteristics and increased Energy sector exposure led it to outperform peers.
Markets were mixed last week as softer US inflation and strong gains in Japan helped support sentiment. However, weaker consumer data, higher-for-longer rate expectations, geopolitical uncertainty and continued growth concerns in China, kept investors cautious. Presenter: Rohit Vaswani
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Ann Carden
Holly Jean Jackson
Dr. Allen Lycka
Jessica Lorello and Maddison Donchez
Mark Mowrey, CFA
