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.

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Eurizon SLJ Capital

Episodes

Global Data: US CPI, China's Economic Pulse, and ECB's Rate Path 08.09.2023 6:14

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 8th September 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 expres...

US Labor, Global Growth, and Policy Evolution Insights 01.09.2023 5:31

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 1st September 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 expres...

Financial Maze: US CPI, Global Markets, and UK's Pivotal Week 11.08.2023 5:24

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 11th August 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 big week ahead for US Data, Rates & Market Sentiment 04.08.2023 5:13

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 4th August 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 expressed...

Global Data Impact: US Employment, Eurozone GDP, and UK Rates in the Spotlight 28.07.2023 4:51

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 28th July 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 expressed...

A tale of three Central Banks 21.07.2023 5:40

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 21st July 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 expressed...

Unraveling the Complexities of Financial Markets: A Deep Dive into Recent Volatility and Anticipated Focal Points 07.07.2023 5:11

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 7th July 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 expressed b...

Shifting focus from Inflation to Growth 30.06.2023 6:08

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 30th June 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 expressed...

Growth and Inflation Juncture: Complexity in the Global Economy 23.06.2023 5:27

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 23rd June 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 expressed...

UK Back in Focus 16.06.2023 5:53

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 16th June 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 expressed...

Global Macro Puzzle: China's Stimulus, Central Banks, and US Policy Impact 02.06.2023 5:27

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 2nd June 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 expressed b...

Caution and Complexity: Central Banks, Inflation, Debt Limit Dilemma 26.05.2023 6:08

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 26th May 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 expressed b...

Global PMI Data, UK Inflation Drop, FOMC Minutes - Implications for Growth, Rates & Policy 19.05.2023 5:42

Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed b...

Central banks, Data and Geopolitical Risks 12.05.2023 5:34

Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed b...

Data Deluge: US and European Economic Indicators to Watch Next Week 28.04.2023 5:55

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purpose...

Bank of Japan meeting, tech sector earnings, and FOMC meeting to shape market sentiment in upcoming week 21.04.2023 5:56

Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed...

How Will This Week's UK Data Release Affect the Balance of Inflation and Growth Risks in Financial Markets? 14.04.2023 4:35

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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed...

US Employment Report for March and Antipodean Policy Decisions 31.03.2023 5:34

Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed...

Navigating Market Volatility: Rate Hikes, Liquidity, and Central Bank Reactions 24.03.2023 5:26

Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed...

What can we expect from UK and US policymakers next week? 17.03.2023 6:05

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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed...

Markets brace for key data and policy decisions impacting interest rates, growth, and currency paths worldwide 10.03.2023 5:56

Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed...

Central Bank Watch: Analyzing RBA, Bank of Canada, and Bank of Japan's Monetary Policy Trajectory 03.03.2023 5:59

Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed...

Japan's Monetary Policy in the Spotlight: Retail Sales, Industrial Production, and the Evolution of Yield Curve Control 24.02.2023 5:51

Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expres...

US Rate Repricing Conundrum and the Impact of Global Factors on Financial Markets 17.02.2023 5:01

Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expres...

Inflation and Labor Market Dynamics Take Center Stage in the US 10.02.2023 5:25

Neil 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.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expres...