The Omnis Investment Club

SPECIAL: The US Equity Debate: Strong Performance, Lingering Questions

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.

Global Equities Rally on Earnings; U.S. & Japan Lead - 11 May 2026 - Weekly Market Update

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

AI Drives Gains as Europe Weighs on Global Markets - 27 April 2026 - Weekly Market Update

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 Rise on De‑Escalation; U.S. Leads - 20 April 2026 - Weekly Market Update

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 rallied on de-escalating geopolitical tensions - 13 April 2026 - Weekly Market Update

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