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Eurizon's podcastEurizon's positioning for March 2026 | The Globe‘The Globe’, Eurizon's view. The baseline scenario sees the continuation of the global economic cycle as the central hypothesis. In the USA, focus is on consumer resilience. Meanwhile, in the Eurozone, the focus is on Germany’s investment plan. Discover Eurizon's positioning for March 2026 with Andrea Conti, Head of Macro Markets Analysis.Audio recorded on 24.2.2026.Stay up to date with the latest trends and outlooks in financial markets through Eurizon’s analysis and insights: https://www.eurizoncapital.com/en-GB/market-a...
2026-02-2504 minI podcast di EurizonIl posizionamento di Eurizon per marzo 2026 | The Globe“The Globe”, la view di Eurizon. Lo scenario di riferimento vede la prosecuzione del ciclo economico globale come ipotesi centrale. In USA attenzione alla tenuta dei consumi, in Eurozona sul piano di investimenti in Germania. Scopri il posizionamento di Eurizon per marzo 2026 con Andrea Conti, responsabile Analisi Macro Mercati della SGR.Audio registrato il 24.02.2026.Rimani sempre aggiornato sull’andamento e le prospettive dei mercati finanziari con le analisi e gli approfondimenti di Eurizon: https://www.eurizoncapital.com/it...
2026-02-2504 min
I podcast di EurizonBorse positive con dazi e dati macro | Eurizon WeeklySaldo positivo per i listini azionari globali, che hanno scontato da un lato dati macro misti e dall’altro hanno ben accolto la sentenza della Corte Suprema USA che ha bloccato l’entrata in vigore dei dazi commerciali. Negli Stati Uniti i tassi sulle scadenze brevi sono in lieve calo, mentre quelli a lungo termine restano invariati; stabili i tassi europei. La solidità della ripresa ciclica, insieme all’andamento del mercato del lavoro e dei consumi, rimane centrale per le prossime decisioni di politica monetaria delle banche centrali. Approfondiamo con Stefano Cucchi del team Macro Research & Product Specialist di Eurizon. Audio r...
2026-02-2304 minEurizon's podcastPositive markets with tariffs and macro data | Eurizon WeeklyGlobal equity markets closed in positive territory, as mixed macroeconomic data were offset by the US Supreme Court’s ruling to block the implementation of trade tariffs. In the United States, short-term yields have decreased slightly, while long-term yields remain unchanged; European yields are stable. The solidity of the cyclical recovery, along with labour market and consumer trends, remains central to the upcoming monetary policy decisions of central banks. In-depth analysis with Stefano Cucchi from Eurizon’s Macro Research & Product Specialist team.Audio recorded on 23.2.2026. Stay up to date with the latest trends and outlooks in financial markets through Euri...
2026-02-2303 minEurizon's podcastContrasts in global equity markets amid US data and quarterly earnings| Eurizon WeeklyDivergent trends in global markets this week: the weakness in US equities persists, whereas other global indices confirm they can provide effective diversification. Solid quarterly earnings but without any surprises, combined with weak consumption and employment data have resulted in investors adopting a cautious approach to the US, despite growth remaining solid. Let's take a closer look with Andrea Conti, Head of Macro Markets Analysis at Eurizon.Audio recorded on 16/02/2026. Stay up to date with the latest trends and outlooks in financial markets through Eurizon’s analysis and insights: https://www.eurizoncapital.com/en/market-insights Before listening, ple...
2026-02-1803 minI podcast di EurizonBorse globali contrastate con dati USA e trimestrali| Eurizon WeeklyIn settimana andamenti divergenti per i mercati globali: prosegue la debolezza delle borse USA, mentre gli altri listini globali si confermano in grado di fornire una buona diversificazione. Trimestrali solide ma senza sorprese, insieme a consumi e occupazione poco convincenti, portano gli investitori a un atteggiamento prudente verso gli USA, nonostante la crescita resti solida. Approfondiamo con Andrea Conti, responsabile Analisi Macro Mercati di Eurizon. Audio registrato il 16/02/2026.Rimani sempre aggiornato sull’andamento e le prospettive dei mercati finanziari con le analisi e gli approfondimenti di Eurizon: https://www.eurizoncapital.com/it-IT/analisi-mercatiPrima dell’ascolto si p...
2026-02-1604 minEurizon's podcastGlobal equities positive but cautious after quarterly earnings| Eurizon WeeklyOver the course of the week, the quarterly earnings results of key US technology sector players have been at the centre of market dynamics. The results, while still solid, fell slightly short of investor expectations, leading to marginal profit-taking. Thanks to the resilience of the US macroeconomic backdrop, however, the S&P 500 index ended the week largely unchanged. Positive returns for European equity markets, benefiting from their ability to provide good diversification compared to US technology and AI investments. With the earnings season drawing to a close, US monetary policy, along with consumer spending and labour, are once again at...
2026-02-0903 minI podcast di EurizonBorse globali positive, ma caute dopo le trimestrali| Eurizon WeeklyNel corso della settimana i risultati delle trimestrali di importanti nomi appartenenti al settore tecnologico USA sono stati al centro delle dinamiche di mercato. I risultati, sebbene ancora solidi, hanno parzialmente deluso le attese degli investitori, generando marginali prese di profitto. Grazie alla tenuta del contesto macro americano, invece, l’indice S&P 500 ha archiviato una settimana di sostanziale stabilità. Positivi i ritorni per i listini europei, che beneficiano della capacità di fornire una buona diversificazione rispetto alla tecnologia USA e agli investimenti sull’AI. Con la stagione delle trimestrali che si avvia alla conclusione, la politica monetaria USA insieme a cons...
2026-02-0904 minI podcast di EurizonIl posizionamento di Eurizon per febbraio 2026 | The Globe“The Globe”, la view di Eurizon. Lo scenario di riferimento assume come ipotesi centrale la prosecuzione del ciclo economico globale.Le tensioni geopolitiche potrebbero generare volatilità temporanea, senza pregiudicare il ciclo globale. In USA attenzione alla tenuta dei consumi a fronte di un rallentamento dell’occupazione.In Eurozona il focus è sul piano di investimenti in Germania. Scopri il posizionamento di Eurizon per febbraio 2026 con Andrea Conti, responsabile Analisi Macro Mercati della SGR. Audio registrato il 28.01...
2026-01-3004 minEurizon's podcastEurizon's positioning for February 2026 | The GlobeEurizon's positioning for February 2026 | The Globe ‘The Globe’, Eurizon's view. The baseline scenario assumes, as its central hypothesis, the continuation of the global economic cycle.Geopolitical tensions could generate temporary volatility, without undermining the global cycle.In the US, attention is on consumer resilience amid a slowdown in employment.In the Eurozone, the focus is on Germany’s investment plan.Audio recorded on 28.1.2026.Stay up to date on market trends and financial market...
2026-01-3004 min
I podcast di EurizonL’Outlook 2026 di Eurizon | Eurizon TalkIn questa nuova puntata di Eurizon Talk, la responsabile Multimedia Strategy Business Education e Intelligence di Eurizon, Alessia Golinelli, dialoga con Andrea Conti, Responsabile Analisi Macro Mercati di Eurizon, per esplorare insieme come si presenta il 2026: un anno che non inaugura un nuovo ciclo ma prosegue quello avviato negli anni precedenti. A partire da questa lettura, la conversazione si concentra sul posizionamento dei portafogli di Eurizon e si conclude con alcune semplici regole di educazione finanziaria utili per orientarsi in un anno all’insegna della continuità.Per...
2026-01-2813 minEurizon's podcastExchanges cautious awaiting the Fed and the quarterly results| Eurizon WeeklyThe increased volatility on stock exchanges, caused by geopolitical tensions linked to the US’ designs on Greenland, was limited and calmed down during the week, following the reaching of a preliminary agreement between NATO and the US. The potential use of new tariffs as a negotiating lever by the Trump administration was already known by the markets and did not generate significant fears but only moderate profit taking. The main global markets thus ended the week slightly below previous levels. The focus remains on the cyclical resilience in Europe and the US, on the decisions of the central banks and on...
2026-01-2603 minI podcast di EurizonBorse caute aspettando Fed e trimestrali | Eurizon WeeklyL’aumento della volatilità sui listini azionari, causato da tensioni geopolitiche legate alle mire statunitensi sulla Groenlandia, è stato contenuto ed è rientrato nel corso della settimana, dopo un accordo preliminare tra NATO e Stati Uniti. Il ricorso a potenziali nuovi dazi come leva negoziale da parte dell’amministrazione Trump, già noto ai mercati, non ha generato timori significativi ma solo moderate prese di profitto. I principali listini globali hanno così chiuso la settimana leggermente al di sotto dei livelli precedenti. Il focus resta sulla tenuta ciclica in Europa e negli USA, sulle decisioni delle banche centrali e sulle trimestrali, elementi chiave per l’evo...
2026-01-2604 minEurizon's podcastTrump, tariffs and macro data: caution in equity markets | Eurizon WeeklyThe US indices remain slightly below last week’s highs, weighed down by uncertainty over the Supreme Court’s ruling on tariffs, tensions between the White House and the Fed and a more aggressive foreign policy stance, which is causing investor caution. European indices, while continuing to play a role of diversification against the US, have been partially affected by American volatility. Better performance in emerging markets, supported by China, with Japan as the best-performing market. As the quarterly earnings season is yet to gather momentum, the outlook remains supported by the stability of oil prices at around $65 per barrel, desp...
2026-01-1903 minI podcast di EurizonTrump, dazi e dati macro: cautela sulle borse | Eurizon WeeklyI listini americani restano leggermente sotto i massimi della scorsa settimana, frenati dall’incertezza sul verdetto della Corte Suprema sui dazi, dalle tensioni tra Casa Bianca e Fed e da un contesto di politica estera più aggressivo, che alimenta prudenza tra gli investitori. I listini europei, pur mantenendo un ruolo di diversificazione rispetto agli USA, hanno risentito in parte della volatilità americana. Migliore l’andamento dei mercati emergenti, sostenuti dalla Cina, con il Giappone come mercato più performante. In attesa che la stagione degli utili trimestrali entri nel vivo, il quadro resta supportato dalla stabilità del petrolio intorno ai 65 dollari al baril...
2026-01-1904 minEurizon's podcastMarkets positive on US data | Eurizon WeeklyPositive week for the major global equity markets, supported by resilient US macro data and European inflation nearing the ECB target. In the US, the business confidence indicators, or ISM indices, show a slight decline in the manufacturing sector and a strong rebound in services, with a moderate recovery in the labour market and falling unemployment; short-term yields have risen slightly, while longer-term yields remain stable. In Europe, German yields have fallen. Investors continue to focus on the medium-term cyclical outlook and the upcoming corporate earnings season. Let's take a closer look with Andrea Conti, Head of Macro Markets Analysis...
2026-01-1205 minI podcast di EurizonBorse positive con i dati USA | Eurizon WeeklySettimana positiva per le principali borse globali, sostenute dalla resilienza dei dati macro USA e dall’inflazione europea vicina al target BCE. Negli USA gli indicatori di fiducia delle imprese, indici ISM, mostrano il settore manifatturiero in lieve calo e quello dei servizi in forte rialzo, con mercato del lavoro in moderata ripresa e disoccupazione in calo; tassi a breve scadenza in leggero aumento, stabili le scadenze più lunghe. In Europa calo dei rendimenti tedeschi. Il focus degli investitori rimane sulla tenuta ciclica di medio periodo e sulla prossina stagione degli utili aziendali. Approfondiamo con Andrea Conti, responsabile Analisi Macro Mer...
2026-01-1206 minI podcast di EurizonIl bilancio del 2025 con Maria Luisa Gota e le sfide per il futuro dell’asset management | Eurizon TalkIn questa puntata speciale di Eurizon Talk, Maria Luisa Gota, Amministratore Delegato e Direttore Generale di Eurizon e Responsabile della Divisione Asset Management del Gruppo Intesa Sanpaolo, esplora i temi più rilevanti del mondo degli investimenti, con uno sguardo alla cultura del metodo, all’innovazione e ai valori che guidano Eurizon. Bilancio 2025, trend che stanno trasformando il settore, prospettive 2026 e leadership nell’intervista a cura di Alessia Golinelli, responsabile Multimedia Strategies Business Education e Intelligence di Eurizon.Registrato il 2 dicembre 2025, prima dell’ascolto si prega di prendere visione delle avvertenze presenti alla seguente paginaIscrivit...
2025-12-1114 minI podcast di EurizonIl risparmio delle famiglie italiane | Eurizon TalkNel nuovo episodio di Eurizon Talk approfondiamo con Stefania Conti, responsabile dell’indagine Multifinanziaria Retail Market di Ipsos, un tema centrale per il futuro economico del Paese: il risparmio. Come stanno reagendo le famiglie italiane all’incertezza, all’inflazione e alla riduzione della capacità di investire le proprie risorse in strumenti finanziari.Il commento ai dati dell’Osservatorio Ipsos e lo stato del risparmio nel nostro Paese nell’intervista a cura di Dario Caluso, responsabile Business Intelligence e Ricerche di Mercato di Eurizon. Registrato il 25 novembre 202...
2025-12-0410 minI podcast di EurizonEurizon Talk: come cambiano le abitudini dei risparmiatori?Risparmiare nel 2025. In questa puntata di Eurizon Talk con Vincenza Di Lorenzo, partner di Prometeia, parliamo dei risultati della ricerca “Wealth Insights” di Prometeia-Ipsos sull’evoluzione dei comportamenti dei risparmiatori in relazione alle tendenze demografiche e le conseguenze per il settore del risparmio gestito. Le caratteristiche dei risparmiatori, il passaggio generazionale della ricchezza, l’educazione finanziaria e la diversificazione degli investimenti nell’intervista a cura di Dario Caluso, responsabile del team Business Intelligence e Ricerche di Mercato di Eurizon.Per saperne di più visita anche le sezioni dedicate all’economia reale e al...
2025-10-1413 minI podcast di EurizonEurizon Talk: perché la sostenibilità resta importanteIn questa puntata di Eurizon Talk con Federica Calvetti, coordinatrice delle tematiche di sostenibilità in Eurizon, torniamo a parlare di sostenibilità e risparmio gestito con un taglio concreto: cosa ha dato e può dare la sostenibilità agli investitori? Come viene considerata dalle nuove generazioni? Quanto è grande questo mercato e qual è il punto di vista di Eurizon? Ne abbiamo discusso nell’intervista a cura di Andrea Crespi del team Multimedia Strategy, Business Education e Intelligence della SGR.Per conoscere l’impegno di Eurizon verso la sostenibilità visita la pagina dedicata del sito web di Eurizon: www.eurizonc...
2025-07-2813 minI podcast di EurizonEurizon Talk: perchè investire nel credito?In questa puntata di Eurizon Talk con Massimo Spadotto, responsabile Credit Strategies di Eurizon, parliamo dell’importanza che riveste il credito per i portafogli degli investitori, analizzando la fase attuale, le caratteristiche di questa asset class e gli strumenti che mette a disposizione, dai bond Investment Grade al credito strutturato. Intervista a cura di Andrea Crespi del team Multimedia Strategy, Business Education e Intelligence della SGR.Per altri contenuti sul credito visita la pagina dedicata del sito web di Eurizon:Registrato il 17 giugno 2025, prima dell’ascolto si prega di prendere visione delle...
2025-07-1612 minI podcast di EurizonEurizon Talk: investire nella longevityIn questa puntata di Eurizon Talk con Alessandro Solina, Vicedirettore Generale e responsabile della Direzione investimenti di Eurizon, analizziamo il concetto di longevity dal punto di vista di un investitore. Quali sono le sfide che la longevity porta con sé? Quali settori potranno beneficiarne? E che approccio serve nella costruzione dei portafogli che vogliono cavalcare questo trend? Approfondiamolo nell’intervista a cura di Alessia Golinelli, responsabile Multimedia Strategy, Business Education e Intelligence della SGR.Per altri contenuti sulla longevity, hai a disposizione anche la pagina dedicata del...
2025-06-3015 minI podcast di EurizonEurizon Talk: la longevityTorna “Eurizon Talk, dialoghi sul mondo dell'asset management” , il podcast di Eurizon che esplora i temi più rilevanti e attuali nel mondo della finanza e degli investimenti. Con Massimo Mazzini, Vicedirettore Generale e responsabile della Direzione Marketing e Sviluppo Commerciale di Eurizon, affrontiamo il tema della Longevity, un trend globale che porta con sé importanti impatti socioeconomici e la necessità di pensare al lungo termine, favorendo l’integrazione fra welfare pubblico e privato. Ascolta l’intervista a cura di Alessia Golinelli, responsabile Multimedia Strategy,Business Education e...
2025-06-1611 min
Eurizon SLJ CapitalInflation, Trade, and Fiscal Dynamics: The Week Ahead with Eurizon SLJ CapitalIn this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital discuss global macroeconomic themes set to shape the upcoming week. They explore the Trump administration's fiscal policies, the impact of tariffs and trade relations with China, and the anticipated data releases, including CPI, PPI, and retail sales. The episode also delves into the UK's monetary policy following a recent rate cut by the Bank of England and its implications for inflation and economic growth. Additionally, the show touches on upcoming releases of Chinese economic data and the...
2025-02-0809 minEurizon's podcastEurizon’s positioning for October 2024The Globe, October 2024. The scenario combines stable growth in the United States with signs of a loosening of the labour market, and moderate growth in the Eurozone. The central banks are removing monetary restriction. The size of the slowdown in the United States and the run-up to the elections are sources of uncertainty. Discover Eurizon’s positioning for October 2024, with Andrea Conti, Head of the AM company’s Macro Markets team. Audio recorded on 30 Sep. 2024.
2024-09-3005 minEurizon SLJ CapitalA big week for data: Europe's Rate Repricing, RBA's Monetary Policy, and U.S. Labor Market in the SpotlightThe Long & Short of the Week Ahead: Key Market AnalysisIn this production by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macro-economic themes for the week ahead relevant to professional investors. Key highlights include November's European inflation trends, data and policy trends for December, with focused attention on Europe, Asia, and the U.S. They discuss the rate repricing in Europe, Asian markets' reaction to the Resilient Banking Authority's action, and the importance of U.S. rate markets. They continue their attention to job creation trends, labor supply...
2023-12-0105 minEurizon SLJ CapitalGlobal Growth Dynamics in Focus: PMI Data, Central Bank Speeches, and Key U.S. Reports Shape the Week AheadThe Long & Short of the Week Ahead: Tracking Global Macroeconomic Trends and DataIn this episode of 'The Long & Short of the Week Ahead', Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the key macroeconomic themes for the upcoming week. They talk about the expected release of U.S. Q3 GDP revision, PCE print for November, ISM manufacturing report, Black Friday, and Cyber Monday sales data, German consumer confidence and China's PMI data for November, and remarks from central bank governors. With markets focused on central bank reaction functions, these speeches and data points will...
2023-11-2405 minI podcast di EurizonEp.10 - I Report di impatto di EurizonLa trasparenza degli investimenti ESG, l’adesione alla Net Zero Initiative e cosa significa investire in obbligazioni ‘verdi’. Gli appuntamenti di Eurizon Talk sulla sostenibilità si chiudono con un importante approfondimento a cura di Federica Calvetti e l’esperto di green bond Matteo Merlin.Stagione 1:Ep. 1 - La nostra identità sostenibileEp. 2 - Il nostro impegno sostenibile nel tempoEp. 3 - Le devoluzioni del “Sistema Etico”Ep. 4 - l Governo della Sostenibilità: Ruoli e responsabilità in EurizonEp. 5 - L’azionariato attivo: la strategia per l’esercizio dei diritti di intervento e di votoEp. 6 - L’...
2022-10-0512 minEurizon SLJ CapitalWhich 4 themes will influence markets in August?An audio extract from our Macro Monthly Newsletter. This month we explore four themes for the month ahead:Supply side adjustment will gradually weigh on global inflation.China will likely recover swiftly in H2.The dollar to peak. A much more sanguine H2, compared to H1. A production of Eurizon SLJ Capital that outlines our market views for month ahead. This is an extract from our monthly newsletter, which can be subscribed to via the link below or email us. This episode has been recorded for professional investors. The content was written on 3rd August 2022.Pl...
2022-08-0309 minI podcast di EurizonEp.7 - Il team ESG di EurizonIn questa puntata parliamo di persone, quelle che con la loro passione per la sostenibilità si occupano di presidiare e fare evolvere il rapporto di Eurizon con tutto ciò che riguarda questa tematica. Scoprite le loro storie e le loro caratteristiche personali in questo interessante dialogo con Silvia Berzoni.Stagione 1:Ep. 1 - La nostra identità sostenibileEp. 2 - Il nostro impegno sostenibile nel tempoEp. 3 - Le devoluzioni del “Sistema Etico”Ep. 4 - l Governo della Sostenibilità: Ruoli e responsabilità in EurizonEp. 5 - L’azionariato attivo: la strategia per l’esercizio dei diritti di in...
2022-07-2012 min
Eurizon's podcastEurizon’s podcastsOur podcasts are renewed, search for "Eurizon" on the best platforms
2022-07-1201 min
Eurizon SLJ CapitalWill this be a P.I.G. week for markets?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast a...
2022-06-2406 min
Eurizon SLJ CapitalWhat can we expect from Central Banks this week?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast a...
2022-06-1707 min
Eurizon SLJ CapitalHow is the evolution of the inflationary reaction function playing out?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast a...
2022-06-1006 minEurizon SLJ CapitalRenminbi Review: How will the recent policy announcements impact Chinese markets?Welcome to Renminbi Review. In our second episode, which outlines the overview for May 2022 and explores three broad topics surrounding Chinese bonds and equities.A production of Eurizon SLJ Capital that outlines our market views for month ahead. This is an extract from our China newsletter, which can be subscribed to via the link below or email us. This episode has been recorded for professional investors. The content was written on 6th June 2022. Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights a...
2022-06-1008 minI podcast di EurizonEp.4 - Il Governo della Sostenibilità: ruoli e responsabilità in EurizonEurizon Talk, 8 giugno 2022. In questa puntata approfondiamo la corporate governance, che rappresenta la “G” che si trova alla fine dell’acronimo Environmental Social Governance e che è fondamentale per abilitare le altre due lettere, la “E” delle scelte di sostenibilità ambientale e la “S” di una società più inclusiva.Stagione 1:Ep. 1 - La nostra identità sostenibileEp. 2 - Il nostro impegno sostenibile nel tempoEp. 3 - Le devoluzioni del “Sistema Etico”Ep. 4 - l Governo della Sostenibilità: Ruoli e responsabilità in EurizonEp. 5 - L’azionariato attivo: la strategia per l’esercizio dei diritti di intervento e di voto...
2022-06-0816 min
Eurizon SLJ CapitalAre the odds of a soft landing in the US improving?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast a...
2022-05-2706 min
Eurizon SLJ CapitalHas the Fed tightening cycle been fully priced by markets?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast a...
2022-05-2006 minEurizon SLJ CapitalCould Japanese inflation exceed the Bank of Japan target next week?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast a...
2022-05-1306 min
Eurizon SLJ CapitalWhat 3 things should investors watch for in markets next week?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast a...
2022-05-0607 min
Eurizon SLJ CapitalWill next week be a game of 3 halves for Central Banks?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast a...
2022-04-2906 min
Eurizon SLJ CapitalHow are Central Bank narratives impacting markets?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast a...
2022-04-2207 min
Eurizon SLJ CapitalGrowth: What are the implications of monetary policy response to inflation?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast a...
2022-04-0806 min
Eurizon SLJ CapitalDiverging forces within markets and macroeconomicsNeil Staines, Senior Portfolio Manager, discusses diverging forces within markets and macroeconomics as he outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo...
2022-04-0106 min
I podcast di EurizonI Podcast di EurizonI nostri podcast si rinnovano, cerca "Eurizon" sulle migliori piattaforme.
2022-04-0101 min
Eurizon SLJ CapitalCentral Bank commentators, China data & Non-Farm PayrollsNeil Staines, Senior Portfolio Manager, looks forward to Central Bank commentators, China data & Non-Farm Payrolls as he outlines his thoughts in the Long & Short of the Week Ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or t...
2022-03-2505 min
Eurizon SLJ CapitalFocus on the Bank of EnglandFocus returns to the UK this week as Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.
2022-03-1806 min
Eurizon SLJ CapitalChinese economic data and all eyes on the Federal ReserveWith a raft of economic data due in the week ahead, Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the In...
2022-03-1107 min
Eurizon SLJ CapitalUS CPI, European data and the ECBNeil Staines, Senior Portfolio Manager, discusses US inflation, the ECB and European data for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this...
2022-03-0407 min
Eurizon SLJ CapitalHow are Central Banks reacting to the inflationary and geopolitical environment?How are Central Banks reacting to the inflationary and geopolitical environment? Neil Staines, Senior Portfolio Manager, discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.
2022-02-2506 min
Eurizon SLJ CapitalGrowth, inflation and monetary policy debate in focusThe data watch continues as Neil Staines, Senior Portfolio Manager, discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this p...
2022-02-1806 min
Eurizon SLJ CapitalGrowth, Inflation & CreditGrowth, Inflation & Credit. Join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this...
2022-02-1106 minEurizon SLJ CapitalRenminbi Review - What could economic and policy divergence mean for Chinese assets?Welcome to Renminbi Review. In this episode, we look at the market outlook for February 2022 and explore four themes surrounding Chinese bonds and equities.A production of Eurizon SLJ Capital that outlines our market views for month ahead. This is an extract from our China newsletter, which can be subscribed to via the link below or email us. This episode has been recorded for professional investors. The content was written on 3rd February 2022.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content...
2022-02-1008 minEurizon SLJ CapitalThe US and China - 3 themes for the month aheadAn audio extract from our Macro Monthly Newsletter. This month we explore three themes for the month ahead:Pit stop, not full stop on US and USD outperformance.US equities will continue to shine.RMB bonds could be one of the best-performing assets in 2022. A production of Eurizon SLJ Capital that outlines our market views for month ahead. This is an extract from our monthly newsletter, which can be subscribed to via the link below or email us. This episode has been recorded for professional investors. The content was written on 3rd February 2022.Please do e...
2022-02-0709 min
Eurizon SLJ CapitalA big week for dataData from China, Germany and the US against the backdrop of geopolitical events. Join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the...
2022-01-2807 minEurizon SLJ CapitalThe property sector and corporate defaults will pose challenges for ChinaThe property sector and corporate defaults will pose challenges for China. Part of our 'China onshore bond: 2022 Outlook' series. A production of Eurizon SLJ Capital that outlines our market views for the China onshore bond market in 2022. This is an extract of the full report, which can be accessed via the link below. This episode has been recorded for professional investors. The content was written on 17th January 2022.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsV...
2022-01-2704 minEurizon SLJ CapitalThe Chinese economy will remain divergent from much of the rest of the worldThe Chinese economy will remain divergent from much of the rest of the world. Part of our 'China onshore bond: 2022 Outlook' series. A production of Eurizon SLJ Capital that outlines our market views for the China onshore bond market in 2022. This is an extract of the full report, which can be accessed via the link below. This episode has been recorded for professional investors. The content was written on 17th January 2022.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/i...
2022-01-2505 min
Eurizon SLJ CapitalInflation, growth and geopoliticsInflation, growth and geopolitics- join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in t...
2022-01-2107 minEurizon SLJ CapitalHow long will the RMB remain strong?How long will the RMB remain strong? Part of our 'China onshore bond: 2022 Outlook' series. A production of Eurizon SLJ Capital that outlines our market views for the China onshore bond market in 2022. This is an extract of the full report, which can be accessed via the link below. This episode has been recorded for professional investors. The content was written on 17th January 2022.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at t...
2022-01-2004 minEurizon SLJ CapitalChina onshore bonds: 2022 OutlookWelcome to our 2022 Renminbi Outlook, a production of Eurizon SLJ Capital that outlines our market views for the China onshore bond market in 2022. This is an extract of the full report, which can be accessed via the link below. This episode has been recorded for professional investors. Content was written on 17th January 2022.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their ow...
2022-01-1904 min
Eurizon SLJ CapitalUnited Kingdom economic data, Europe and the United StatesUnited Kingdom economic data, Europe and the United States dominate our thinking for the week ahead - join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon C...
2022-01-1407 minEurizon SLJ CapitalA big week for Central BanksA big week for Central Banks - join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.Episode i...
2021-12-1308 minEurizon SLJ CapitalOmicron & The Federal ReserveOmicron and the Federal Reserve - join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions e...
2021-12-0307 minEurizon SLJ CapitalUS employment report & Covid variantsFrom US employment data, to new Covid variants and Christmas markets, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo...
2021-11-2606 min
Eurizon SLJ CapitalThanksgiving - a strong US backdrop while Europe suffersFrom US retail sales data, to the Fed minutes and Europe PMI, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa...
2021-11-1906 min
Eurizon SLJ CapitalUK employment and retail sales data, China, and US inflation continues to dominateFrom UK employment and retail sales data, to China data prints and the US' dominant inflation theme, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon...
2021-11-1505 min
Eurizon SLJ CapitalFireworks - the Bank of England, US CPI and Fed Chair nomination, and Europe investor confidenceIt's Bonfire Night in the UK - will there be fireworks in the markets? From the Bank of England and UK Q3 GDP data, to US CPI and Europe investor confidence, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are t...
2021-11-0506 min
Eurizon SLJ CapitalMarkets spooked by inflation - the Reserve Bank of Australia, the Bank of England, The Fed and US PayrollsIt's Halloween, and markets are spooked by inflation. The Reserve Bank of Australia, the Bank of England, The Fed and US Payrolls - join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those o...
2021-10-2909 min
Eurizon SLJ CapitalThe UK budget, the ECB October meeting, Eurozone CPI and US PCEThe UK budget, the ECB October meeting, Eurozone CPI and US PCE - join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the...
2021-10-2208 min
Eurizon SLJ CapitalChina Q3 GDP and retail sales data, the UK and GBP, and global PMIsChina's Q3 GDP and retail sales data, a complicated picture for the UK and sterling, and global PMIs - join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital...
2021-10-1507 min
Eurizon SLJ CapitalThe Bank of England, UK employment report, US CPI, Fed Minutes, and the ECBFrom the UK's Unemployment Report and upcoming BoE speeches, to US CPI and Fed Minutes and ECB pushback on rate hikes, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon...
2021-10-0807 min
Eurizon SLJ CapitalCentral Bank divergence, politics, geopolitics and US payroll dataFrom the Central Bank divergence and geopolitics to the upcoming US payroll data, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightswww.londoncocktailweek.comwww.conservatives.com/conferencewww.007.com/no-time-to-diewww.japanweek.co.ukViews accurate as at the time of publication. Opinions expressed by the speakers are...
2021-10-0106 min
Eurizon SLJ CapitalGerman elections, China's September PMI data and a shift to the USFrom the German elections and China's September PMI data to the US, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa...
2021-09-2406 min
Eurizon SLJ CapitalGeopolitics, Central Banks and GrowthGeopolitics, Central Banks and the first European win for West Ham since 1999.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast are those of the...
2021-09-1706 min
Eurizon SLJ CapitalUK Social Care Levy, China and a focus on politicsThis week the focus is on the UK, politics and data from China. Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.The opinions expressed in this podcast are those of...
2021-09-1007 min
Eurizon SLJ CapitalCentral banks, data from Europe and China, and focus on US policyFrom the Reserve Bank of Australia and the ECB, to Europe and China data prints and US policy, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited...
2021-09-0307 min
Eurizon SLJ CapitalGrowth, Policy and Risk - China PMIs, US payroll data and Labor DayFrom China PMIs to US payroll data, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksOur Emerging Markets Olympic Series can be found at www.eurizonsljcapital.com/olympicsFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ...
2021-08-2706 min
Eurizon SLJ CapitalGlobal trade and China, US inflation and UK GDPFrom global trade and China, to US inflation and UK GDP, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksOur Emerging Markets Olympic Series can be found at www.eurizonsljcapital.com/olympicsFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily...
2021-08-0607 min
Eurizon SLJ CapitalBank of England, RBA and US Non Farm PayrollsNeil Staines, Senior Portfolio Manager, looks ahead to the upcoming Bank of England meeting amongst other macro highlights in the week ahead, Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group....
2021-07-3005 min
Eurizon SLJ CapitalAmidst exacerbated fears of growth slowdown - the Fed, US PCE and Q2 GDP prints for the US and EuropeAmidst exacerbated market fears of slowing growth, Neil Staines, Senior Portfolio Manager, looks ahead to the upcoming FOMC meeting, US PCE and GDP prints for the US and Europe.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or...
2021-07-2306 min
Eurizon SLJ CapitalThe RBA, BoJ, ECB, global PMIs and UK retail salesFrom the Reserve Bank of Australia, Bank of Japan and ECB monetary policy to global PMIs and UK retail sales, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ...
2021-07-1608 min
Eurizon SLJ CapitalThe ECB, PBoC and the Fed - a busy week aheadThis week we look ahead to a rich set of data and talking points from across markets. Join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon...
2021-07-0908 min
Eurizon SLJ CapitalUK GDP, the Fed's minutes, services PMI, German ZEW and the Reserve Bank of AustraliaIt's a big week! From UK GDP, the Fed's minutes, services PMI and German ZEW to the Reserve Bank of Australia, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon...
2021-07-0206 min
Eurizon SLJ CapitalChina PMI, the US employment report and the global theme of normalisationFrom China's upcoming June PMI figures to the US' employment report and the wider theme of normalisation, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon...
2021-06-2507 min
Eurizon SLJ CapitalUK monetary policy, June PMI and reopening momentum, and the Fed's implications for EMFrom the Bank of England's upcoming monetary policy meeting to the US' PCE figures for May and the wider implications for emerging markets, join Neil Staines, Senior Portfolio Manager, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those...
2021-06-1807 min
Eurizon SLJ CapitalAre defaults in China a good thing?Stephen Jen discusses why recent defaults in China might not be a concern for investors.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsAudio taken from Eurizon SLJ's webinar China Onshore Bonds - A New Safe-Haven Asset?, recorded on 25th March 2021Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sa...
2021-06-1402 min
Eurizon SLJ CapitalWhat does supply and demand look like in the China onshore bond market?Stephen Jen discusses supply and demand in the China bond market, and why it could be time for investors to enter the market.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsAudio taken from the Capitalmarket.events web conference Emerging Market Perspectives, recorded on 21st April 2021Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon C...
2021-06-0703 min
Eurizon SLJ CapitalThe Bank of Canada, the ECB's June meeting and China trade data's global implicationsFrom the ECB's highly anticipated June meeting to the Bank of Canada and the wider implications of China's trade data, join Neil Staines, Senior Portfolio Manager on our Enhanced Currency and Global Macro Strategies, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and...
2021-06-0306 min
Eurizon SLJ CapitalWhy should China onshore bonds be considered a safe-haven asset?Stephen Jen discusses the characteristics of China bonds, and why they should be seen as safe havens.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsAudio taken from the Capitalmarket.events web conference Emerging Market Perspectives, recorded on 21st April 2021Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo G...
2021-06-0103 min
Eurizon SLJ CapitalChina's May PMI, the Reserve Bank of Australia and the US employment reportFrom China's May PMI and the upcoming RBA meeting to the US employment report for May, join Neil Staines, Senior Portfolio Manager on our Enhanced Currency and Global Macro Strategies, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect...
2021-05-2806 min
Eurizon SLJ CapitalCategorising China - the winner of 2020?Stephen Jen discusses how China 'won' 2020 and is on the upper leg of the post-pandemic 'k'-shaped recovery.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsAudio taken from the Capitalmarket.events web conference Emerging Market Perspectives, recorded on 21st April 2021Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo G...
2021-05-2402 min
Eurizon SLJ CapitalInflation & growth differentialsWith a quieter week ahead for major data releases, Neil Staines focuses on the key themes influencing markets. Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group. ESLJ-210521-PO1...
2021-05-2109 min
Eurizon SLJ CapitalIs the term 'Emerging Markets' outdated?Stephen Jen discusses why the term 'EM' might no longer be relevant for investors, and why EM = China vs EM ex-China.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsAudio taken from the Capitalmarket.events web conference Emerging Market Perspectives, recorded on 21st April 2021Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR o...
2021-05-1702 min
Eurizon SLJ CapitalChina data, UK inflation and unemployment figures and Europe PMIFrom China data prints and UK unemployment and inflation figures, to Europe's upcoming PMI release, join Neil Staines, Senior Portfolio Manager on our Enhanced Currency and Global Macro Strategies, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsMusichttps://www.rpo.co.uk/Views accurate as at the time of publication. Opinions expressed by the speakers...
2021-05-1408 min
Eurizon SLJ CapitalPortfolio Managers' QuestionsJoin Neil Staines and Alan Wilson for a discussion on the macroeconomic backdrop and specific areas of interest across FX, fixed income, credit and equity.Neil Staines is Senior Portfolio Manager on our Enhanced Currency and Global Macro Strategies.Alan Wilson is Portfolio Manager on our Local Emerging Markets Debt Strategies.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are...
2021-05-1212 min
Eurizon SLJ CapitalThe European recovery, UK Q1 GDP, inflation and US CPIFrom German ZEW data and the European recovery, to the Bank of England's recent meeting and the US' upcoming CPI release, join Neil Staines, Senior Portfolio Manager on our Enhanced Currency and Global Macro Strategies, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own...
2021-05-0707 min
Eurizon SLJ CapitalThe Bank of England's inflation report, UK local elections and US employment figuresFrom the Bank of England's quarterly inflation report to UK local/mayoral elections and the US' monthly employment figures, join Neil Staines, Senior Portfolio Manager on our Enhanced Currency and Global Macro Strategies, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do...
2021-04-3009 min
Eurizon SLJ CapitalThe Fed, US and Europe Q1 GDP estimates, and China's PMIFrom the Fed to China's April PMI data, join Neil Staines, Senior Portfolio Manager on our Enhanced Currency and Global Macro Strategies, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsFilmsThe Trial of the Chicago 7Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily...
2021-04-2405 min
Eurizon SLJ CapitalUK unemployment figures and the ECBFrom UK unemployment figures to the upcoming ECB meeting, join Neil Staines, Senior Portfolio Manager on our Enhanced Currency and Global Macro Strategies, as he discusses key topics for the week ahead.Hosted by Matt Jones, Head of Distribution.Please do email any questions or comments to sales@eurizonslj.comLinksFind more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon...
2021-04-1705 min