Shows
Eurizon SLJ CapitalRepricing Risk: UK Data, Antipodean Policy, and US GDPIn this episode of The Long and Short of the Week Ahead (Eurizon SLJ Capital), Matt Jones is joined by Neil Staines to break down the macro themes set to matter most for professional investors.The UK remains front and centre, with the employment report, January CPI and retail sales providing key inputs for Bank of England expectations. The conversation then shifts globally, focusing on Australia’s policy outlook via RBA minutes and labour market data, and New Zealand’s rate decision and guidance. In the US, attention turns to the trade balance and Q4 GDP, alongside sign...
2026-02-1309 min
Eurizon SLJ Capital2026 Begins with Inflation, the Fed, and the Labour MarketIn this episode of The Long and Short of the Week Ahead podcast by Eurizon SLJ Capital, host Matt Jones speaks with Senior Portfolio Manager Neil Staines about the global macroeconomic outlook for 2026 and the key market drivers shaping the year ahead.The discussion explores expectations for continued disinflation following 2025, the Federal Reserve’s policy outlook and interest rate expectations, and the implications for global markets. Neil outlines why this environment may remain broadly supportive for equities and bonds, while the US dollar faces relative pressure, particularly against Asian currencies.The episode focuses on four co...
2026-01-0209 min
Eurizon SLJ CapitalMonetary Crossroads: Global Rate Paths and the Fed’s 2026 LensIn this week's episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, hosts Matt Jones and Neil Staines delve into the upcoming global central bank meetings and their potential impact on monetary policy. With notable rate cuts from India and Poland, anticipated decisions from the RBA, Bank of Canada, Swiss National Bank, and emerging market banks like Brazil and Turkey, the episode provides comprehensive insights. Japan, China, Australia, and the UK's economic data are analysed for their impact on global markets. The discussion also previews the US Federal Reserve's forthcoming FOMC meeting and its...
2025-12-0508 min
Working On ItUnderstanding Personality Types for Business Success with Neil TusonToday, Brad interviews Neil Tuson, founder of Perfect Teams, a personality profiling system. Neil shares his fascinating journey from a marine engineer in the Navy to a successful entrepreneur and public speaker, highlighting key turning points that shaped his career. He discusses the importance of personal development, the value of learning from failures, and the significance of understanding different personality types within teams.
KEY TAKEAWAYS
The transition from a career in engineering and the Navy to personal development highlights the importance of recognising one's strengths and seeking opportunities for growth. The realisation that public speaking...
2025-10-081h 01
Eurizon SLJ CapitalEurope’s Fiscal Uncertainty Meets America’s Data-Driven DebateIn this week’s Long and Short of the Week Ahead, Matt Jones is joined by Senior Portfolio Manager Neil Staines to explore the macro themes shaping markets.Key discussion points:Fiscal politics in focus: France heads toward a confidence vote after parliament rejects a prudent budget, while the UK faces rising fiscal uncertainty with tax hikes looking more likely than spending cuts. Both countries felt the pressure of bond vigilantes, with curve steepening rippling into global markets.ECB policy backdrop: European inflation is back at target, and gr...
2025-09-0507 min
Eurizon SLJ CapitalUnemployment, Inflation, and the Policy Path AheadIn this week’s episode of The Long and Short of the Week Ahead, Matt Jones is joined by Neil Staines to explore the shifting global policy landscape following another complex week for markets.We look ahead to Jackson Hole, where central bankers gather against a backdrop of conflicting signals: slowing labour markets, tariff-driven inflation, and divergent regional challenges. While Powell’s Friday speech is the headline, Neil highlights why Bailey, Lagarde, and Ueda may ultimately carry the more interesting messages for markets this time.On the data front, a relatively quiet week still brings impo...
2025-08-2208 min
Eurizon SLJ CapitalRates, Risks & the Sintra Setup: A Global Macro RealignmentIn this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the dominant macroeconomic themes and key financial market data for the upcoming week. They highlight the crucial updates in the US, including the ISM surveys and key employment statistics, such as non-farm payrolls. The discussion covers the ECB forum in Sintra, Portugal, where the world's central bankers will meet to discuss monetary policies. Key figures like ECB's Lagarde, the Fed's Powell, and Bank of England's Bailey will be closely monitored for their insights. The episode also touches...
2025-06-2708 min
Eurizon SLJ CapitalBanking on Complexity: UK's Economic Challenges and Global Policy ShiftsIn this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the upcoming week's macroeconomic themes with a focus on the UK and global financial markets. They highlight the economic challenges facing the UK, including job losses and weak GDP prints, and anticipate potential monetary policy actions from central banks like the Bank of England, Swiss National Bank, and the Fed. The episode also touches on significant global data releases from Japan, China, Germany, and Australia, and reflects on the pressures and expectations surrounding US monetary policy. Additionally...
2025-06-1309 min
Eurizon SLJ CapitalBond Markets: Between Vigilance and Neglect?Welcome to the Long & Short, an audio blog production by Eurizon SLJ Capital that takes a look at the macroeconomic themes of the past week and has been recorded for professional investors. This is an audio version of a LinkedIn newsletter written by Neil Staines, published on the 10th of January 2025.In the first edition of 2025 of "The Long & Short," Neil Staines explores the impact of bond vigilantes on global markets and monetary policy: The Bank of Japan is gradually moving toward policy normalisation. The debate centres on whether the next 25bp rate hike w...
2025-01-1010 min
Eurizon SLJ CapitalNavigating the Next Week: Global Trends and Central Bank MinutesIn this episode of 'The long and short of the week ahead' presented by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macroeconomic factors that will impact the world economy in the coming week. They discuss the minutes from the meetings of various central banks including the RBA, ECB and FOMC, indicating how they may influence their policies. They also delve into data releases and how they will shape the ongoing central bank debate, with a particular emphasis on PMI and ECB negotiated wage settlement data. The podcast also addresses key...
2024-02-1608 minEurizon SLJ CapitalMacroeconomic Themes and Central Bank DecisionsThe Long and Short of the Week Ahead: Macroeconomic Themes and Central Bank DecisionsIn this podcast by Eurizon SLJ Capital, Matt Jones and guest Neil Staines discuss the evolving central bank scenario, where policy remains restrictive and inflation falls. They delve into themes like the current global macro debates, including seasonal anomalies and whether there's been an upward shift in R star (natural rate of interest). The dialogues cover monetary transmission issues in the U.S and the data expected in the week ahead, including leading indicators from Germany and the U.S. The effect of...
2024-02-0907 minEurizon SLJ CapitalCentral Banks in Focus: Deciphering the ECB, Bank of England, and Fed's Next MovesHost Matt Jones of Eurizon SLJ Capital and guest Neil Staines, a Senior Portfolio Manager, discuss the macroeconomic themes of the upcoming week in this 2024 podcast episode. Topics include releases of global data such as the Eurozone GDP, Eurozone CPI, and PMI data from China, as well as the narratives from ECB, Bank of England, and Fed meetings. U.S. labor market data is also covered, as well as major tech companies' earnings reports. Staines also shares his predictions for the short-term future of the global economy, and the hosts end with an outline of upcoming sporting events they...
2024-01-2607 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 CapitalGlobal PMI Data, UK Inflation Drop, FOMC Minutes - Implications for Growth, Rates & PolicyNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 19th May 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...
2023-05-1905 minEurizon SLJ CapitalCentral banks, Data and Geopolitical RisksNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 12th May 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...
2023-05-1205 minEurizon SLJ CapitalBank of Japan meeting, tech sector earnings, and FOMC meeting to shape market sentiment in upcoming weekNeil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 21st 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...
2023-04-2105 min
Going GreyhoundsGoing Greyhounds with Simon Orchard 20-04-23Simon chats with Neil Staines and Dennis Bairnes
2023-04-2016 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 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 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 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
Gunn's Grotto PodcastsGUNN'S GROTTO172 breakin' up "Do do doDown dooby doo down downComma, comma, down dooby doo down downComma, comma, down dooby doo down downBreaking up is hard to do"...who's immortal words are these? *Breaking up is indeed hard and a harrowing business which most of us have, or will experience.Perhaps sharing break up stories will ease the pain.... or maybe make it worse?Either way, come down to Gunn's Grotto with me Peter Gunn for two hours of wallowing in the loneliness and h...
2022-04-082h 00
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 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 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 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 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 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 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 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 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