Eurizon SLJ Capital

Business EN ↓ 238 episodes

Providing first-hand emerging and developed market insights with a global context of how the world views these markets.

Author

Eurizon SLJ Capital

Episodes

What does supply and demand look like in the China onshore bond market? 07.06.2021 3:13

Stephen Jen discusses supply and demand in the China bond market, and why it could be time for investors to enter the market. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Audio taken from the Capitalmarket.events web conference Emerging Market Perspectives , recorded on 21st April 2021 View...

The Bank of Canada, the ECB's June meeting and China trade data's global implications 03.06.2021 6:12

From 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.com Links Find more...

Why should China onshore bonds be considered a safe-haven asset? 01.06.2021 3:12

Stephen Jen discusses the characteristics of China bonds, and why they should be seen as safe havens. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Audio taken from the Capitalmarket.events web conference Emerging Market Perspectives , recorded on 21st April 2021 Views accurate as at the tim...

China's May PMI, the Reserve Bank of Australia and the US employment report 28.05.2021 6:50

From 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.com Links Find more Eurizon SLJ insights and content at w...

Categorising China - the winner of 2020? 24.05.2021 2:32

Stephen Jen discusses how China 'won' 2020 and is on the upper leg of the post-pandemic 'k'-shaped recovery. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Audio taken from the Capitalmarket.events web conference Emerging Market Perspectives , recorded on 21st April 2021 V...

Inflation & growth differentials 21.05.2021 9:06

With 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.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 o...

Is the term 'Emerging Markets' outdated? 17.05.2021 2:52

Stephen Jen discusses why the term 'EM' might no longer be relevant for investors, and why EM = China vs EM ex-China. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Audio taken from the Capitalmarket.events web conference Emerging Market Perspectives , recorded on 21st April 2021 Vi...

China data, UK inflation and unemployment figures and Europe PMI 14.05.2021 8:23

From 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.com Links Find more Eurizon SLJ insights and...

Portfolio Managers' Questions 12.05.2021 12:26

Join 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.com Lin...

The European recovery, UK Q1 GDP, inflation and US CPI 07.05.2021 7:44

From 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.com Links Find mo...

The Bank of England's inflation report, UK local elections and US employment figures 30.04.2021 9:51

From 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.com Links Find...

The Fed, US and Europe Q1 GDP estimates, and China's PMI 24.04.2021 5:33

From 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Films The Tri...

UK unemployment figures and the ECB 17.04.2021 5:10

From 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights...