Canaccord Coffee Break

This week, Jane Parry, Group Chief Marketing Officer and Tom Hibbert, Multi-Asset Strategist, unwrap the treats and tricks in the economic cauldron: In this episode, we explore: Why surprising UK inflation data sparked a rally in gilts and equities What cooling core inflation means for the Bank of England’s next move The fiscal fright: could tax hikes haunt growth? How the US is cutting rates amid...

This week on the Canaccord Coffee Break podcast, Jane Parry, Group Chief Marketing Officer and Tom Hibbert, Multi-Asset Strategist dig into why the recent failures in the US have spooked some investors and commentators. In this episode, we explore: Why market sentiment can shift so quickly, even when the fundamentals look solid What the bankruptcies of Tricolor and First Brands reveal about hidden...

Equity markets have climbed steadily since mid-April, but a stumble last Friday – sparked by renewed US-China trade tensions – was a sharp reminder not to get complacent. With both nations politically posturing ahead of a planned trade meeting, it reinforced the market impact of external forces.  In our latest episode, Chief Marketing Officer, Jane Parry is joined by Multi-Asset Strategist, Tom Hi...

Equity and credit markets are flying high at the moment, even as political instability in France and record borrowing by several governments cast long shadows. How do we interpret this disconnect with regards to your portfolio? In our latest episode, Chief Marketing Officer, Jane Parry is joined by special guest and Co-Chief Investment Officer, Richard Champion. With decades of experience navigati...

Gold is glowing in 2025, up 46% year-to-date. But what does this tell us about the state and future of US debt?  Jane Parry, Group Chief Marketing Officer, sits down with one of our investment experts to explore the key mechanisms behind the US debt ceiling, the concerns it raises for investors, and how ‘Ferguson’s Law’ - the idea that once a nation spends more on interest than on defence, it has...

September is historically the weakest for stock market performance. But not this year. Jane Parry, Group Chief Marketing Officer sits down with one of our investment experts to explore the key themes shaping markets and investor sentiment and explores the reasons behind the unseasonally positive performance of markets this month - particularly in the US. If you have any feedback on this episode, t...

In our first episode, Tom Hibbert, Multi-Asset Strategist, breaks down the ‘gain-of-function’ metaphor in the context of the US Federal Reserve (Fed). He considers how its recent policy choices – amid a public battle with the Trump administration – have prompted concerns over the Fed’s independence, with unconventional tools, an expanding remit and growing institutional complexity all coming into...