The Omnis Investment Club
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A weekly podcast hosted by Rohit Vaswani, Investments Director at Omnis Investment, to discuss key themes impacting investors in the coming week. Rohit will be joined by a guest each week. This podcast is client-friendly and you will be able to share with your clients and/or embed to your website. A one-page summary of the podcast/ weekly market update will follow shortly after.
241 Episodes
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The global economic backdrop was mixed last week, with shifting monetary policy expectations, geopolitical developments and tariff uncertainty. Despite varied market drivers, themes such as improving confidence in parts of Europe and Japan, firmer policy signals in the UK, and renewed risk appetite in China helped shape overall sentiment. The US was again the laggard, as we saw a continued rotation into other regions.This Week's Presenter: Patrick O'Donnell - Omnis Chief Investment Strategist
A broadly positive week for global equities, as favourable macroeconomic data supported investor sentiment. UK and European equities extended their year-to-date outperformance of the US, while Japan took a breather following an exceptionally strong start to 2026.Presenter: Matt Daniels - Omnis Investment Analyst
AI disruption concerns again dominate global markets, with the US subsequently lagging global peers. Japan was the standout performer with stocks rallying strongly on the Liberal Democratic Party achieving a supermajority.This week's presenter: Ed Russell
We saw a continued rotation out of Technology stocks as concerns surrounding AI’s disruptive effects negatively impacted investor sentiment. Despite weakness in this area of the market, Europe, the UK and Japan all rallied during the week.This week's presenter: Rohit Vaswani
Global equity markets were mixed for the week, as investors reacted to the US Federal Reserve meeting. UK equities were the best performer, while Japanese equities lagged due to a large rally in the Japanese Yen.This week's presenter: Edward Russell
Global equity markets declined amid elevated geopolitical and trade-related uncertainty. However, stocks recovered from their lows after President Trump once again shifted his stance, boosting investor confidence.This week's presenter: Patrick O'Donnell - Chief Investment Strategist
A mixed week for global equities, as we saw a continued rotation into smaller companies and value stocks. Japanese equities were the standout performer, rising sharply on expectations of a large economic stimulus package.
We're celebrating the 5th anniversary of the Omnis Investment Club Podcast this year, so keep an ear out for new features in the coming weeks.Weekly Market Update Summary:Global equities rallied in the first full week of trading for 2026, as investors looked through rising geopolitical tensions. Japanese equities led the charge, while we saw a broadening of the market rally in the United States.This week's presenter: Ed Russell - Investment Solutions Associate
A muted week for global equity markets, with no major surprises. The US Federal Reserve cut interest rates by 0.25%, as expected. Meanwhile, the European Central Bank is expected to keep interest rates on hold this week.Presenter: Rohit Vaswani - Investment Director
Global equities advanced as expectations for aDecember interest rate cut supported risk assets. Chinese equities were the best performer, as investors shrugged off concerns surrounding slowing economic activity in the region and focused on the attractive outlook for domestic technology and AI.Presenter: Patrick O'Donnell - Chief Investment Strategist
Optimism surrounding a December interest rate cut in the U.S. saw global equities rebound strongly. The rebound was led by U.S. equities, in particular small caps and big tech.Presenter: Patrick O'Donnell - Chief Investment Strategist at Omnis Investments
AI-related valuation concerns see global equity markets fall sharply. Chinese equities were pressured the most, while UK equities held up best due to increased expectations of a December interest rate cut.
A largely muted week for global equities, despite a significant number of headlines. Investor sentiment was broadly supported by the end of the US government shutdown, however, economic growth concerns and valuation concerns in the artificial intelligence space provided something for both the bulls and the bears. European equities were the standout performer, while Chinese equities lagged.
Global equities pullback amid widespread selling across mega-cap Tech and AI-exposed companies. Chinese equities proved resilient, while the Bank of England held interest rates steady, as widely expected.This week's presenter: Edward Russell, Investor Solutions Associate at Omnis Investments
A mixed week for global equities, with Japan again the standout performer for the week, rallying over 6% to close out the month. This capped off the best month for Japanese equities in over 30 years.This week's presenter: Matt Daniels - Investment Analyst at Omnis Investments
A strong week for global equities, as favourable economic data supported risk-on sentiment. Japanese equities led the way, rallying strongly following the announcement of Sanae Takaichi as new Prime Minister.
A mixed week for global equities, with the S&P 500 leading the way, as it recovered from the sharpest daily sell-off sinceApril on the prior Friday. The CBOE Volatility Index reached its highest level since April, highlighting ongoing uncertainty facing the global economy. Chinese equities were the laggard, as risk sentiment turned negative following a spike in trade tensions with the U.S.
A fairly muted week for markets in terms of news, with mixed performances across the world during the week. Tariffs took centre stage again, but with a more muted reaction in markets. Over the weekend, news continued on the trade front which may impact markets further in the coming week.
A muted week for markets in terms of news, with mixed returns across the world during the week. In theUS, we saw markets reach new highs, whilst in Japan the lack of progress in trade negotiations weighed on sentiment. Data on China’s economy paints a mixed picture. As inflation settles in Europe, the European Central Bank considers what next for interest rates. And in the UK, the housing market appears to be recovering following a momentary downturn.
A positive week for markets around the world – primarily driven by the de-escalation of tensions in the Middle East, sprinkled with some potential developments in trade negotiations. This week shows how quickly things can escalate and subsequently de-escalate – reminding us once again of the importance of not reacting to news and remaining invested in pursuit of your financial objectives.
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