Canaccord Coffee Break

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  ...

Oil prices have been volatile recently, surging from around US$60 to US$100 a barrel, yet markets have remained surprisingly calm. Unlike past energy shocks, this move has so far looked contained rather than disorderly - even with the conflict in the Middle East unresolved. What’s different this time and why should investors be paying attention? This week, Jane Parry, Chief Marketing Officer, spea...

In just two weeks, markets have swung from panic to confidence. Equities are back at record highs, oil prices fell and gilts (UK government bonds) have seen a surge in demand. It’s the speed and breadth of that shift that has caught some investors off guard. Markets appear to be pricing in calm, even as geopolitical risks remain unresolved and sentiment continues to turn quickly with each new head...

Markets rallied sharply last week following a ceasefire announcement between the US and Iran. The scale of the market response was positive - yet surprising - given how fragile and uncertain the situation remains. Energy prices remain well above pre‑conflict levels, with disruption through the Strait of Hormuz continuing. That has brought renewed focus on the risk of stagflation - a challenging en...

After several weeks of volatility in the Middle East dominating headlines, markets showed more encouraging signs last week. Equity markets moved higher, bonds also rallied and sentiment appeared to stabilise as investors focused on improving fundamentals rather than daily news flow. While uncertainty hasn’t disappeared, recent market moves suggest investors may be starting to look through the nois...

Markets are telling two very different stories right now. On one hand, equities and credit markets have been surprisingly resilient despite the heightened uncertainty around the conflict in Iran and surging energy prices. On the other, UK government bonds (gilts) are showing sharp moves, with yields rising above 5% - levels not seen since the financial crisis. This week, Jane Parry, Chief Marketin...

The situation in the Middle East continues to drive markets, with tensions around the Strait of Hormuz keeping energy prices elevated. While oil grabs the headlines, another important market reaction is happening elsewhere: UK government bond (gilts) yields are now approaching 5% - levels not seen since the financial crisis. For long-term investors, this surge isn’t just a headline, it could repre...

The Strait of Hormuz - through which around a fifth of the world’s oil flows - is now at the centre of escalating tensions, sending energy prices sharply higher and raising fresh questions for inflation and interest rates. Oil has surged above US$100 a barrel, with sharp swings reflecting just how uncertain the situation remains. But this isn’t just about energy: when oil moves, it feeds into almo...

Escalating tensions involving Iran have unsettled global markets, driving energy prices higher and reviving inflation concerns. The ripple effects have been felt across asset classes, with the UK market particularly sensitive to an energy-driven shock. Against that backdrop, UK government bonds (gilts) have endured one of their worst weeks in years. Gilt yields moved higher as investors reassessed...

Markets have turned more volatile this week as tensions in the Middle East escalate. Beyond the very real human cost, investors are trying to gauge what it could mean for energy supplies, inflation and global markets. Equities have pulled back as uncertainty rises, while traditional ‘safe haven’ assets such as the US dollar have strengthened. But the market reaction hasn’t been entirely typical. W...

Tech stock performance has dominated headlines in what feels like ages, but the story may be broadening. Investors are turning to ‘old economy’ sectors - industrials, materials and utilities. UK and European equities are showing real strength, supported by infrastructure demand, rising energy needs and valuations that look attractive compared with the US. What else has powered their gains this pas...

Last week, AI was ‘coming for’ software. This week, it’s part two and the plot has thickened. The disruption narrative has spread beyond enterprise tech into financial services, with banks, insurers and even wealth managers facing fresh questions over underwriting, research and advisory models. Headline markets were broadly flat. But beneath the surface, there was a sharp rotation. Some of the big...

Just when markets thought they understood the AI story, it shifted again. This week saw a historic rout in global software stocks - their worst week since April last year and their weakest relative performance since the tech bubble burst 25 years ago. In a single day, around US$300bn was wiped off the sector. Is this a genuine turning point, or are the markets shooting first and asking questions l...

Gold and silver have been doing well for months. Then, almost overnight, the rally cracked. Last week saw one of the sharpest pullbacks in precious metals in decades, alongside fresh weakness in Bitcoin. Is this just volatility or could it mean something deeper? This week, Jane Parry is joined by a returning Tom Hibbert, Chief Investment Strategist, to unpack what triggered the sudden sell-off. To...

In this episode, Jane Parry, Chief Marketing Officer, is joined by Leah Bramwell, Head of Tailored Investment Solutions, to unpack why Japanese politics suddenly moved markets and why investors everywhere should be paying attention. Swapping coffee for matcha, they explain how bond yields, currencies and the much-talked-about ‘carry trade’ fit into the bigger global picture. Together they discuss:...

This week, Jane Parry, Chief Marketing Officer, is joined by Kamal Warraich, Head of Fund Selection, to sift through the noise and break down a week packed with market drama. From silver surging on artificial intelligence (AI) demand and corporate earnings surprises to President Trump making headlines with more trade tariffs and a high-stakes tussle over Greenland, there’s plenty to digest. Togeth...