Episodes
254
Latest episode
Jun 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.
Global equities were mixed, as easing geopolitical tensions supported sentiment while inflation pressures and rate hike expectations weighed on markets. European equities performed best, while Japanese equities lagged.Presenter: Patrick O'Donnell
Global equities were mixed, as AI optimism faded and geopolitical tensions continued to bubble away in the Middle East. Japanese equities fared best, while UK equities lagged due to global trade uncertainty.Presenter: Rohit Vaswani, Omnis Investment Director
Global equities again performed strongly, driven by a combination of AI momentum and expectations of a ceasefire in the Middle East. Japanese equities performed best, while UK equities lagged due to increased exposure to defensive sectors and energy.Presenter: Edward Russell
Ed Russell and Omnis Investment Strategist Tim Dingemans are joined by Alicia Levine, Head of Investment Strategy and Equities at BNY Wealth, to unpack the current state of the US equity market. They explore what’s driving recent market strength, the risks of concentration, and whether the rally can continue.
Strong corporate earnings supported a broad-based rally in global equity markets over the week, with performance driven largely by continued strength in the technology sector. The US and Japan led gains, while the UK lagged on fading optimism over a US-Iran peace deal.Presenter: Edward Russell, Investor Solutions Associate
Global equities posted mixed performance for the week. AI-related stocks drove most of the gains across the US and Japan, while European equities were pressured as the Strait of Hormuz remained largely closed.Presenter: Edward Russell
Global equities advanced over the week, supported by signs of de-escalation in the Middle East, strong earnings momentum and generally reassuring economic data. US performed best, while UK equities lagged for the second straight week.This week's presenter: Rohit Vaswani
Global equities rally strongly on the two-week ceasefire framework in the Middle East. Japanese equities led the way, while UK equities lagged.This Weeks Presenter: Matt Daniels
This morning Ed Russell and Tim Dingemans hosted Michael Browne, Global Investment Strategist at Franklin Templeton, one of Omnis key investment partners, for a quick fireside chat on the Middle East conflict and what it could mean for portfolio positioning.Recorded and published on 31 March 2026.THIS RECORDING IS NOT INVESTMENT ADVICEPublished by Omnis Investments Limited. This recording reflects the views of Omnis and Franklin Templeton at the time of publication and is subject to change. The recording is for informational purposes only and is not investment advice. Omnis is unable to provide investment advice. Every effort is made to ensure the accuracy of the information but no assurance or warranties are given. Past performance should not be considered as a guide to future performance. The value of investments and any income from them may go down as well as up and cannot be guaranteed. Prospective investors are reminded to read the fund's Key Investor Information Document and Prospectus prior to investment. These are available free of charge from Omnis Investments Limited. Omnis Investments Limited is authorised and regulated by the Financial Conduct Authority.
The Middle East conflict and subsequent energy price volatility continued to drive investor sentiment across key global markets. US equities were hit hardest as shifting headlines undermined confidence in a near-term resolution and saw sentiment deteriorate towards the end of the week. UK equities fared best as markets rebounded following last week’s heavy selling.This Weeks Presenter: Edward Russell
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
