The Omnis Investment Club

Markets Mixed as Inflation Weighs; Europe Leads - 15 June 2026 - Weekly Market Update

Global equities were mixed, as easing geopolitical tensions supported sentiment while inflation pressures and rate hike expectations weighed on markets. European equities performed best, while Japanese equities lagged. Presenter: Patrick O'Donnell

Equities Mixed Amid AI Pullback and Geopolitical Tensions - 8 June 2026 - Weekly Market Update

Global equities were mixed, as AI optimism faded and geopolitical tensions continued to bubble away in the Middle East. Japanese equities fared best, while UK equities lagged due to global trade uncertainty. Presenter: Rohit Vaswani, Omnis Investment Director

Global Equities Rally on AI Momentum; Japan Leads - 1 June 2026 - Weekly Market Update

Global equities again performed strongly, driven by a combination of AI momentum and expectations of a ceasefire in the Middle East. Japanese equities performed best, while UK equities lagged due to increased exposure to defensive sectors and energy. Presenter: Edward Russell

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