Canaccord Coffee Break

Jane Parry, Chief Marketing Officer, is joined again by Tom Hibbert, Chief Investment Strategist, to discuss: Why bonds and shares suddenly started moving in opposite directions again What's behind the surge in real yields How AI investment is reshaping financial markets Whether bonds are truly earning their place in portfolios again. If you have any feedback on this episode, the podcast overa...

Jane Parry, Chief Marketing Officer, is joined this week by Guy Thornewill, Direct Equities Director, to discuss: How AI agents could move from simply answering questions to taking actions on our behalf Why businesses are investing heavily in the next phase of AI adoption Whether companies are starting to see a return on their AI spending What this earnings season could reveal about the winners an...

Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, this week to discuss: Why France has become the focus of investor concern in Europe What's driving the growing gap between French and German bond yields Why political gridlock is making France's debt problem harder to solve Whether the UK can avoid the same fiscal reality. If you have any feedback o...

Jane Parry, Chief Marketing Officer, chats with Tom Hibbert, Chief Investment Strategist, in this week’s episode to discuss: Why investors are becoming more cautious despite strong market performance What's pushing bond yields higher around the world Why markets are watching for signs of disorder, not just higher rates Whether bond market volatility could spread to other assets. If you have an...

Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, this week to discuss: Why interest rate rises are back on the agenda for central banks How higher oil prices and the AI boom are adding to inflation pressures Why markets are taking a more hawkish approach to interest rates What a higher-rate world could mean for investors and the economy. If you have any f...

Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, this week to chat about: Why the return of 5% interest rates is such a big moment for investors How the era of near-free money seems to have finally came to an end What higher borrowing costs could mean for markets, the economy, homeowners and consumers. If you have any feedback on this episode, the podcast...

Jane Parry, Chief Marketing Officer, is back this week with Tom Hibbert, Chief Investment Strategist, to delve into our latest topic including: Why ‘bond vigilantes’ are back in the driving seat What's pushing government borrowing costs to multi-year highs Why and how UK Chancellor John Healey is pinning his hopes on economic growth Whether rising gilt yields are creating opportunities for inv...

Luke Farrington, Senior Corporate Communications Manager is filling in for Jane Parry this week and is joined by Tom Hibbert, Chief Investment Strategist, to discuss: Why investors are asking tougher questions about the AI investment boom What's driving concerns around borrowing, debt and future AI returns Why rising bond yields are attracting so much attention from markets. If you have any fe...

Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, to discuss why borrowing costs are rising and what this could mean for markets and investors. They explore: Why governments, companies and AI need more money The reason borrowing is becoming more expensive How the US Treasury may try to keep costs under control What this could mean for the US dollar and wid...

Jane Parry, Chief Marketing Officer, is joined by Guy Thornewill, Direct Equities Director, to discuss: Why company earnings continue to exceed expectations on both sides of the Atlantic What's driving growth beyond the technology sector Why consumers are becoming more cautious with their spending Whether weakening retail sales are a yellow flag or a red flag for investors. If you have any fee...

Jane Parry, Chief Marketing Officer, is joined by John Pullar-Strecker, Research Specialist in our Chief Investment Office to discuss: Why overseas investors are increasingly buying UK companies Why British shares continue to trade at a discount to global markets Whether some investors are overlooking value in the UK stock market. If you have any feedback on this episode, the podcast overall or qu...

Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, to discuss: Why most stocks are rising despite flat market indices What's behind the summer semiconductor swoon How market leadership is broadening beyond ‘big tech’ Why diversified investors may have reason for confidence. If you have any feedback on this episode, the podcast overall or questions regar...

Jane Parry, Chief Marketing Officer, is once again joined this week by Leah Bramwell, Head of Tailored Investment Solutions, to discuss: Why your portfolio may be more concentrated than you think, even if it appears diversified How some emerging market and global tracker funds are heavily exposed to a small number of companies or themes, including AI and semiconductors Why it’s important to look a...

Jane Parry, Chief Marketing Officer, is joined this week by Leah Bramwell, Head of Tailored Investment Solutions, to discuss: Why short-term headlines, from inflation data to political change, can move markets quickly and how to look beyond the noise What really drives long-term investment returns How patience and the power of compounding can help build wealth over time Why focusing on what you ca...

Jane Parry, Chief Marketing Officer, is joined by one of our regular contributors Tom Hibbert, Chief Investment Strategist, to discuss: How Middle East tensions are testing equity markets, oil prices and investor confidence, and why markets have so far stayed on the front foot Why the surge in artificial intelligence-related investment is creating opportunity, but also signs that corporate bond ma...

Jane Parry, Chief Marketing Officer, is joined by Peter Davies, Head of Direct Fixed Income, to discuss: Why bond markets matter for governments, and how gilt yields can influence the cost of funding public spending, growth and services What rising UK government borrowing costs may be telling us about inflation, political uncertainty and confidence in the country’s finances How so-called ‘bond vig...

Jane Parry, Chief Marketing Officer, is back to join Tom Hibbert, Chief Investment Strategist, to talk about: Why the recent ‘June swoon’ in technology stocks may be more about resetting expectations than changing fundamentals What South Korea’s army of retail investors - known as ‘ants’ - can tell us about excitement, leverage and ‘froth’ in the AI trade Why the entire AI ecosystem ultimately dep...

This week, Tom Willis, Marketing Manager, is filling in and joining Tom Hibbert, Chief Investment Strategist to discuss: Why the US Federal Reserve (Fed) already seems different under new chair Kevin Warsh Why UK government bonds (gilts) remain especially sensitive to political risk and fiscal policy changes as the UK awaits a new Prime Minister What the Fed’s ‘back to reality’ moment means as mar...

This week, Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist to speak about: Why SpaceX’s record-breaking stock market listing matters for markets and what it signals about investor risk appetite What falling oil prices and hopes of a Middle East breakthrough mean for inflation and global growth What this shift in sentiment tells us about where markets may...

This week, Jane Parry, Chief Marketing Officer, is joined by Richard Champion, Co-Chief Investment Officer, to discuss: Why strong economic data can sometimes push markets lower How AI spending and broader stimulus are heating up the US economy Why inflation and interest rate expectations are back in focus What a ‘healthy pause’ really looks like after a strong rally. If you have any feedback on t...

This week, Jane Parry, Chief Marketing Officer, is joined by Tom Hibbert, Chief Investment Strategist, to discuss: US equities hitting fresh highs, with AI still firmly at the centre of the rally Beneath the surface, a more uncomfortable question is emerging: if AI is driving such heavy investment, demand and energy use, could it actually be pushing inflation higher? If you have any feedback on th...

One economy still feels like it’s running on espresso. The other is starting to feel a bit more decaf. But is it really that simple? Recent data suggests a familiar pattern: resilience in the US economy and a softer backdrop in the UK. In the US, the labour market remains firm and activity levels are holding up well. In the UK, services and employment data point to a more fragile picture. But bene...

Yields on gilts (UK government bonds) have climbed to the highest levels in decades, sterling has weakened and markets are beginning to price in rising political and economic risk in the UK. Investors are demanding a higher return to lend and that shift can feed quickly into mortgages, borrowing costs and growth. What level do yields need to reach before this becomes a real problem and what does t...

What happens when ‘safe’ assets stop being safe? Infrastructure and gold are both traditionally seen as safe havens - yet recently they’ve been telling very different stories. One has quietly gathered momentum, while the other has lost its footing, despite an environment where many investors might expect both to benefit. Why are two assets often grouped together as safe havens now behaving so diff...

After the wobbles of March and domination of geopolitics on headlines, global equity markets surged in April, delivering their strongest month since late 2020. The key question for investors is why that rally was so powerful and what it means for long‑term returns from here. Is this simply excitement and momentum at work, or something more fundamental? Canaccord Coffee Break podcast – 7 May 2026  ...