Canaccord Coffee Break - Canaccord Wealth

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AI, ants and aftershocks: what’s driving the June swoon

jeudi 2 juillet 2026 • Durée 13:00

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 depends on one thing: whether end users are willing to pay for it.

If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.

CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).

CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

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Back to reality: what the Fed reset and Starmer’s exit mean for markets

jeudi 25 juin 2026 • Durée 11:04

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 markets look less to central banks for support.

If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.

CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).

CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Rocket fuel for markets: what the SpaceX float says about investor appetite

jeudi 18 juin 2026 • Durée 10:39

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 go next.

As always, moments of excitement can tempt investors to chase momentum. However, disciplined participation remains key.

If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.

CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).

CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

What happens when good news spooks markets?

jeudi 11 juin 2026 • Durée 09:19

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 this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.

CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).

CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

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AI is powering the market rally - but is it also starting to push inflation higher?

jeudi 4 juin 2026 • Durée 12:02

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 this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.

CGWL and CGWPL are authorised and regulated by the Financial Conduct Authority (reference numbers: 194927 and 594155). CGWL and CGWPL are registered in England & Wales at 88 Wood Street, London, EC2V 7QR (numbers 03739694 and 08284862).

CGWIL is licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission. CGWIL is registered in Guernsey no. 22761. Registered office: Dorey Court, Elizabeth Avenue, St Peter Port, Guernsey GY1 2HT.

Lire plusRéduire

Strong in the US, soft in the UK - but what’s really driving markets?

jeudi 28 mai 2026 • Durée 10:51

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 beneath that surface, the story is less clear and markets are trying to work out what reflects genuine strength. How can investors make sense of this tale of two halves?

This week, Jane Parry, Chief Marketing Officer, is joined by Richard Champion, Co-Chief Investment Officer, to discuss:

Why US growth continues to look resilient and what’s driving it
What weaker UK data (particularly in services and employment) is signalling
How inflation and energy prices are shaping the outlook for both central banks
Why the key question may now be how sustainable growth really is.

This episode highlights an important consideration: it’s not just about how strong growth looks today, but how long it can last.

If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.

Rising gilt yields, falling confidence - the UK risk premium is back - but what does it mean for your money?

jeudi 21 mai 2026 • Durée 10:28

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 that mean for your investments?

Jane Parry, Chief Marketing Officer, is again joined by Tom Hibbert, Chief Investment Strategist, this week to talk about:

Why gilts are under pressure from political uncertainty and global bond market trends
What rising yields mean for growth, inflation and the wider UK economy
Where risk levels begin to escalate and what higher yields could trigger
Why today’s yield levels may also present a more attractive entry point for investors.

This week’s episode explains what’s driving the current pressure in UK markets and why higher gilt yields could be significant for your portfolio.

If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.

Not all safe havens are safe: why gold is falling behind infrastructure

jeudi 14 mai 2026 • Durée 11:21

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 differently?

This week, Jane Parry, Chief Marketing Officer, was joined by Leah Bramwell, Head of Tailored Investment Solutions, to discuss:

Why infrastructure has evolved beyond a purely defensive role
How AI-driven investment is feeding through into utilities and energy networks
Why gold hasn’t behaved as expected despite inflation and geopolitical uncertainty
What the divergence between traditional safe havens tells us about today’s market dynamics.

This episode is a reminder that labels like ‘safe haven’ can hide very different underlying drivers.

If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.

AI, earnings and interest rates – why did markets rally in April?

jeudi 7 mai 2026 • Durée 12:35

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

This week, Jane Parry, Chief Marketing Officer, was again joined by Tom Hibbert, Chief Investment Strategist, to discuss:

Why markets looked past recent shocks and refocused on fundamentals
How strong earnings - particularly in the US - powered April’s rally
What the latest results from the big US tech stocks tell us about AI, costs and profitability
Why central banks stayed quiet despite a busy week of meetings and what that signals for interest rates.

April’s rally wasn’t driven by hope alone. Robust earnings, record margins and improving corporate discipline have played a central role - raising an important question about how much of that strength is already priced into today’s markets.

If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

Why markets are coping better with oil prices than before

jeudi 30 avril 2026 • Durée 12:30

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, speaks with Tom Hibbert, Chief Investment Strategist about:

Why today’s oil shock looks very different from past crises
How markets have adapted through alternative supply routes and strategic reserves
Why inflation is the key risk and what would make it more concerning
What higher oil prices mean for central banks and interest rate expectations.

Oil prices may be higher, but the real risk lies in what happens next: if energy costs start feeding into wages, prices and expectations more broadly.

If you have any feedback on this episode, the podcast overall or questions regarding future topics, please email coffeebreak@canaccord.com. We’d love to hear from you.

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity. It is accurate at the time of recording and is subject to change.

Canaccord Wealth is the trading name of Canaccord Genuity Wealth Limited (CGWL), CG Wealth Planning Limited (CGWPL) and Canaccord Genuity Wealth (International) Limited (CGWIL), which are all subsidiaries of Canaccord Genuity Group Inc.

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