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Providing first-hand emerging and developed market insights with a global context of how the world views these 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinio…
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Eurizon SLJ Capital
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What can we expect from Central Banks this week?
7:10
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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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinio…
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Eurizon SLJ Capital
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How is the evolution of the inflationary reaction function playing out?
6:33
6:33
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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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinio…
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Eurizon SLJ Capital
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Renminbi Review: How will the recent policy announcements impact Chinese markets?
8:45
8:45
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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 u…
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Eurizon SLJ Capital
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Are the odds of a soft landing in the US improving?
6:43
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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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinio…
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Eurizon SLJ Capital
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Has the Fed tightening cycle been fully priced by markets?
6:33
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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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinio…
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Eurizon SLJ Capital
1
Could Japanese inflation exceed the Bank of Japan target next week?
6:37
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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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinio…
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Eurizon SLJ Capital
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What 3 things should investors watch for in markets next week?
7:29
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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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinio…
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Eurizon SLJ Capital
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Will next week be a game of 3 halves for Central Banks?
6:34
6:34
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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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinio…
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Eurizon SLJ Capital
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How are Central Bank narratives impacting markets?
7:03
7:03
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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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinio…
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Eurizon SLJ Capital
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Growth: What are the implications of monetary policy response to inflation?
6:41
6:41
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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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinio…
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Eurizon SLJ Capital
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Diverging forces within markets and macroeconomics
6:51
6:51
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Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapita…
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Eurizon SLJ Capital
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Central Bank commentators, China data & Non-Farm Payrolls
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5:42
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Neil 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.com Links Find more Eurizon SLJ insights and content at www.eu…
Focus 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate …
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Eurizon SLJ Capital
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Chinese economic data and all eyes on the Federal Reserve
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7:06
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With 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights …
Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publicatio…
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Eurizon SLJ Capital
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How are Central Banks reacting to the inflationary and geopolitical environment?
6:27
6:27
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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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/…
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Eurizon SLJ Capital
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Growth, inflation and monetary policy debate in focus
6:30
6:30
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The 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication…
Growth, 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of …
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Eurizon SLJ Capital
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Renminbi Review - What could economic and policy divergence mean for Chinese assets?
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8:08
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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…
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Eurizon SLJ Capital
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The US and China - 3 themes for the month ahead
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9:09
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An 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 i…
Data 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljc…
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Eurizon SLJ Capital
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The property sector and corporate defaults will pose challenges for China
4:39
4:39
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The 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 recorde…
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Eurizon SLJ Capital
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The Chinese economy will remain divergent from much of the rest of the world
5:26
5:26
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The 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 reco…
Inflation, 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the t…
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 cont…
Welcome 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 …
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Eurizon SLJ Capital
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United Kingdom economic data, Europe and the United States
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7:04
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United 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.com Links Find more Eurizon SLJ insights and conte…
A 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time …
Omicron 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the ti…
From 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/…
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Eurizon SLJ Capital
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Thanksgiving - a strong US backdrop while Europe suffers
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6:02
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From 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights…
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Eurizon SLJ Capital
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UK employment and retail sales data, China, and US inflation continues to dominate
5:32
5:32
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From 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.com Links Find more Eurizon SLJ insights and conten…
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Eurizon SLJ Capital
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Fireworks - the Bank of England, US CPI and Fed Chair nomination, and Europe investor confidence
6:57
6:57
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It'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@euriz…
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Eurizon SLJ Capital
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Markets spooked by inflation - the Reserve Bank of Australia, the Bank of England, The Fed and US Payrolls
9:42
9:42
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It'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.com Links Find more …
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Eurizon SLJ Capital
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The UK budget, the ECB October meeting, Eurozone CPI and US PCE
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8:58
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The 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insi…
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Eurizon SLJ Capital
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China Q3 GDP and retail sales data, the UK and GBP, and global PMIs
7:27
7:27
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China'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.com Links Find more Eurizon SLJ insights and cont…
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Eurizon SLJ Capital
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The Bank of England, UK employment report, US CPI, Fed Minutes, and the ECB
7:50
7:50
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From 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.com Links Find more Eurizon SLJ i…
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Central Bank divergence, politics, geopolitics and US payroll data
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6:52
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From 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.com Links Find more Eurizon SLJ insights and content at www.eurizonslj…
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Eurizon SLJ Capital
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German elections, China's September PMI data and a shift to the US
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6:15
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From 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/in…
Geopolitics, Central Banks and the first European win for West Ham since 1999. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed by the sp…
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UK Social Care Levy, China and a focus on politics
7:13
7:13
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This week the focus is on the UK, politics and data from China. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed by the speakers are thei…
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Eurizon SLJ Capital
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Central banks, data from Europe and China, and focus on US policy
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7:43
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From 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.com Links Find more Eurizon SLJ insights and content at w…
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Eurizon SLJ Capital
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Growth, Policy and Risk - China PMIs, US payroll data and Labor Day
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From 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.com Links Our Emerging Markets Olympic Series can be found at www.eurizonsljcapital.com/olympics Find more Eurizon S…
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Global trade and China, US inflation and UK GDP
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7:35
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From 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.com Links Our Emerging Markets Olympic Series can be found at www.eurizonsljcapital.com/olympic…
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Eurizon SLJ Capital
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Bank of England, RBA and US Non Farm Payrolls
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5:53
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Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accur…
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Amidst exacerbated fears of growth slowdown - the Fed, US PCE and Q2 GDP prints for the US and Europe
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Amidst 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.com Links Find more Eurizon SLJ insights and content at www.eurizo…
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Eurizon SLJ Capital
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The RBA, BoJ, ECB, global PMIs and UK retail sales
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8:12
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From 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.com Links Find more Eurizon SLJ insights a…
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The ECB, PBoC and the Fed - a busy week ahead
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8:23
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This 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.com Links Find more Eurizon SLJ insights and content at www.eurizo…
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Eurizon SLJ Capital
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UK GDP, the Fed's minutes, services PMI, German ZEW and the Reserve Bank of Australia
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6:46
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It'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.com Links Find more Eurizon SLJ insights …
