Shows
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 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 minEurizon SLJ CapitalHow Will This Week's UK Data Release Affect the Balance of Inflation and Growth Risks in Financial Markets?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 14th April 2023. 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 o...2023-04-1404 minEurizon SLJ CapitalUS Employment Report for March and Antipodean Policy DecisionsNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 30th March 2023.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 o...2023-03-3105 minEurizon SLJ CapitalNavigating Market Volatility: Rate Hikes, Liquidity, and Central Bank ReactionsNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th March 2023.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 o...2023-03-2405 minEurizon SLJ CapitalWhat can we expect from UK and US policymakers next week?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 17th March 2023.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 o...2023-03-1706 minEurizon SLJ CapitalMarkets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwideNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 10th March 2023.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.2023-03-1005 minEurizon SLJ CapitalCentral Bank Watch: Analyzing RBA, Bank of Canada, and Bank of Japan's Monetary Policy TrajectoryNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 3rd March 2023.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 o...2023-03-0305 minEurizon SLJ CapitalJapan's Monetary Policy in the Spotlight: Retail Sales, Industrial Production, and the Evolution of Yield Curve ControlNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th February 2023.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 o...2023-02-2405 minEurizon SLJ CapitalUS Rate Repricing Conundrum and the Impact of Global Factors on Financial MarketsNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 17th February 2023.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 o...2023-02-1705 minEurizon SLJ CapitalInflation and Labor Market Dynamics Take Center Stage in the USNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 10th February 2023.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 o...2023-02-1005 minEurizon SLJ CapitalCentral Bank Policy Decisions Dominate Financial Markets Next WeekNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 3rd January 2023.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 o...2023-02-0305 minEurizon SLJ CapitalA tale of three central banksNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 27th January 2023.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 o...2023-01-2706 minEurizon SLJ CapitalIs the Fed's hiking cycle coming to an end? An important period of reflection, with implications for global risk sentiment.Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 20th January 2023.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 o...2023-01-2006 min
Eurizon SLJ CapitalInflation, growth, and monetary policy at forefront of market debate as Q4 earnings and data releases loomNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 13th January 2023.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 o...2023-01-1305 minEurizon SLJ CapitalA big week for macroeconomics and marketsNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 9th December 2022.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 o...2022-12-1206 minEurizon SLJ CapitalInflation and the US DollarNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 2nd December 2022.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 o...2022-12-0206 minEurizon SLJ CapitalA shift in focus from inflation to growthNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 25thOctober 2022.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...2022-11-2506 min
Eurizon SLJ CapitalWill markets be in a thankful mood next week?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 18th October 2022.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 o...2022-11-1805 min
Eurizon SLJ CapitalUK Data and the Autumn StatementNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 11th October 2022.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 o...2022-11-1106 min
Eurizon SLJ CapitalWhat is next for UK growth and US inflation?Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 4th October 2022.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 o...2022-11-0406 minEurizon SLJ CapitalA significant week for global monetary policyNeil 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...2022-10-2807 minEurizon SLJ CapitalIt's all about Central BanksNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 16th of September 2022.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.T...2022-09-1607 min
Eurizon SLJ CapitalInflation, economic data and a time to reflectNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 9th of September 2022.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.T...2022-09-0904 min
Eurizon SLJ CapitalIt's all about the ECBNeil 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...2022-09-0206 min
Eurizon SLJ CapitalWhat next for the 3 engines of global growth?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...2022-08-2606 minEurizon SLJ CapitalWhat is the outlook for China onshore bonds?With continued geopolitical tension, an economy recovering from Covid lockdowns and an evolving policy landscape, many investor are curious as to the outlook for China onshore bonds. In this post we outline our near-term outlook and focus on the following topics:China's aggregate demand should recover gradually in H2USDCNY could trade to 6.30 by year-endEURCNY could end the year unchangedThe bottom lineContent written on the 15th August 2022.Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insightsViews accurate as at the time of publication. Opinions expressed by the speakers...2022-08-1706 min
Eurizon SLJ CapitalSummer data from the Bank of England, China and the FedNeil 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...2022-08-1206 min
Eurizon SLJ CapitalWill the US see light at the end of the inflation tunnel?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...2022-08-0506 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 min
Eurizon SLJ CapitalThe Bank of England, Non-Farm Payrolls & ChinaNeil 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...2022-07-2906 minEurizon SLJ CapitalWhat are the 3 big stories we will be following 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...2022-07-1507 min
Eurizon SLJ CapitalEconomic divergence - What next for Europe?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...2022-07-0807 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 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
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 min