Episodes
265
Latest episode
Aug 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 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
Risk assets remained in positive territory last week, led by the S&P 500 and supported by easing inflation concerns, lower bond yields and resilient economic activity. Improving business activity in Europe and the UK, alongside supportive policy expectations in Japan and strength in Chinese technology stocks, helped offset concerns around slowing growth, trade tensions and geopolitical risks.
Risk assets remained broadly resilient last week, with gains across major developed markets driven by robust earnings and improving technology sentiment. While concerns remain around inflation, higher bond yields and slowing economic growth. Presenter: Ed Russell
Global risk sentiment weakens amid AI related volatility, coupled with rising bond yields and ongoing tensions in the Middle East. Presenter: Ed Russell
Global equities retreated as a sharp sell-off in technology and AI-related stocks weighed on sentiment, while geopolitical tensions and higher oil prices added to market uncertainty. Presenter: Alex Kamanu
U.S. equities outperformed, supported by strong momentum in semiconductor and AI-related stocks despite higher bond yields. Elsewhere, geopolitical risks and inflation concerns weighed on European, UK and Japanese markets, while China posted mixed returns. Presenter: Patrick O'Donnell
Global equities were broadly higher for the week following a softer week last week. European equities performed best, supported by better-than-expected inflation data. Chinese equities lagged amid softness in AI and Tech stocks.
Global equities were broadly weaker, with declines in the US, Japan, Europe and China amid a tech driven sell-off. Meanwhile, the UK market outperformed as investors rotated out into value stocks. Presented by: Rohit Vaswani
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Marvette Lacy, PhD
Michael Michelini: Global Internet Businessman in China, Asia
Jason Graystone & Akil Stokes
Phil Rogacki & Jared Abrojena
MUSICHYPEBEAST
