Eurizon SLJ Capital

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

Category

Business

Podcast website

www.eurizonsljcapital.com

Latest episode

Jul 10, 2026

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Episodes

Renminbi Review: How will the recent policy announcements impact Chinese markets? 10.06.2022

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 us. This episode has been recorded for professiona...

Are the odds of a soft landing in the US improving? 27.05.2022

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...

Has the Fed tightening cycle been fully priced by markets? 20.05.2022

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...

Could Japanese inflation exceed the Bank of Japan target next week? 13.05.2022

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 3 things should investors watch for in markets next week? 06.05.2022

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 next week be a game of 3 halves for Central Banks? 29.04.2022

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 are Central Bank narratives impacting markets? 22.04.2022

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...

Growth: What are the implications of monetary policy response to inflation? 08.04.2022

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...

Diverging forces within markets and macroeconomics 01.04.2022

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.eurizonsljcapital.com/insights Views accurate as at the time o...

Central Bank commentators, China data & Non-Farm Payrolls 25.03.2022

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.eurizonsljcapital.com/insights Views accura...

Focus on the Bank of England 18.03.2022

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 as at the time of publication. Opinions expre...

Chinese economic data and all eyes on the Federal Reserve 11.03.2022

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 Views accurate as at the time of publication...

US CPI, European data and the ECB 04.03.2022

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 publication. Opinions expressed by the speakers are their ow...

How are Central Banks reacting to the inflationary and geopolitical environment? 25.02.2022

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/insights Views accurate as at the time of publicat...

Growth, inflation and monetary policy debate in focus 18.02.2022

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. Opinions expressed by the speakers are their ow...

Growth, Inflation & Credit 11.02.2022

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 publication. Opinions expressed by the speaker...

Renminbi Review - What could economic and policy divergence mean for Chinese assets? 10.02.2022

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 episode has been recorded for professional invest...

The US and China - 3 themes for the month ahead 07.02.2022

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 is an extract from our monthly newsletter, which c...

A big week for data 28.01.2022

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.eurizonsljcapital.com/insights Views accurate as at the time...

The property sector and corporate defaults will pose challenges for China 27.01.2022

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 recorded for professional investors. The conte...

The Chinese economy will remain divergent from much of the rest of the world 25.01.2022

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 recorded for professional investors. The co...

Inflation, growth and geopolitics 21.01.2022

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 time of publication. Opinions expressed by the spe...

How long will the RMB remain strong? 20.01.2022

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 content was written on 17th January 2022. P...

China onshore bonds: 2022 Outlook 19.01.2022

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 questions or comments to sales@eurizonslj.com Li...

United Kingdom economic data, Europe and the United States 14.01.2022

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 content at www.eurizonsljcapital.com/insights Views ac...

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