Eurizon SLJ Capital
Eurizon SLJ Capital
Providing first-hand emerging and developed market insights with a global context of how the world views these markets.
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Eurizon SLJ Capital
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10 juil. 2026
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Épisodes
Central Bank Policy Decisions Dominate Financial Markets Next Week 03.02.2023 5:24
Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expresse...
A tale of three central banks 27.01.2023 6:01
Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions express...
Is the Fed's hiking cycle coming to an end? An important period of reflection, with implications for global risk sentiment. 20.01.2023 6:54
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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions express...
Inflation, growth, and monetary policy at forefront of market debate as Q4 earnings and data releases loom 13.01.2023 5:57
Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions express...
A big week for macroeconomics and markets 12.12.2022 6:31
Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions express...
Inflation and the US Dollar 02.12.2022 6:46
Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions express...
A shift in focus from inflation to growth 25.11.2022 6:25
Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expresse...
Will markets be in a thankful mood next week? 18.11.2022 5:24
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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions express...
UK Data and the Autumn Statement 11.11.2022 6:39
Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions express...
What is next for UK growth and US inflation? 04.11.2022 6:14
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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expresse...
A significant week for global monetary policy 28.10.2022 7:22
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. Opinions expressed by the speakers are their own an...
It's all about Central Banks 16.09.2022 7:16
Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions ex...
Inflation, economic data and a time to reflect 09.09.2022 4:50
Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions exp...
It's all about the ECB 02.09.2022 6:50
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. Opinions expressed by the speakers are their own an...
What next for the 3 engines of global growth? 26.08.2022 6:50
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. Opinions expressed by the speakers are their own an...
What is the outlook for China onshore bonds? 17.08.2022 6:45
With continued geopolitical tension, an economy recovering from Covid lockdowns and an evolving policy landscape, many investor are curious as to the outlook for China onshore bonds. In this post we outline our near-term outlook and focus on the following topics: China's aggregate demand should recover gradually in H2 USDCNY could trade to 6.30 by year-end EURCNY could end the year unchanged...
Summer data from the Bank of England, China and the Fed 12.08.2022 6:04
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. Opinions expressed by the speakers are their own an...
Will the US see light at the end of the inflation tunnel? 05.08.2022 6:05
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. Opinions expressed by the speakers are their own an...
Which 4 themes will influence markets in August? 03.08.2022 9:08
An audio extract from our Macro Monthly Newsletter. This month we explore four themes for the month ahead: Supply side adjustment will gradually weigh on global inflation. China will likely recover swiftly in H2. The dollar to peak. A much more sanguine H2, compared to H1. A production of Eurizon SLJ Capital that outlines our market views for month ahead. This is an extract from our monthly new...
The Bank of England, Non-Farm Payrolls & China 29.07.2022 6:37
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. Opinions expressed by the speakers are their own an...
What are the 3 big stories we will be following next week? 15.07.2022 7:51
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. Opinions expressed by the speakers are their own an...
Economic divergence - What next for Europe? 08.07.2022 7:11
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. Opinions expressed by the speakers are their own an...
Will this be a P.I.G. week for markets? 24.06.2022 6:08
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. Opinions expressed by the speakers are their own an...
What can we expect from Central Banks this week? 17.06.2022 7:10
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. Opinions expressed by the speakers are their own an...
How is the evolution of the inflationary reaction function playing out? 10.06.2022 6:33
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. Opinions expressed by the speakers are their own an...
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