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

A big week for Central Banks 13.12.2021 8:16

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 of publication. Opinions expressed by the speaker...

Omicron & The Federal Reserve 03.12.2021 7:40

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

US employment report & Covid variants 26.11.2021 6:27

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

Thanksgiving - a strong US backdrop while Europe suffers 19.11.2021 6:02

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 Views accurate as at the time of publication. Opi...

UK employment and retail sales data, China, and US inflation continues to dominate 15.11.2021 5:32

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

Fireworks - the Bank of England, US CPI and Fed Chair nomination, and Europe investor confidence 05.11.2021 6:57

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@eurizonslj.com Links Find more Eurizon SLJ insight...

Markets spooked by inflation - the Reserve Bank of Australia, the Bank of England, The Fed and US Payrolls 29.10.2021 9:42

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 Eurizon SLJ insights and content at www.euri...

The UK budget, the ECB October meeting, Eurozone CPI and US PCE 22.10.2021 8:58

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

China Q3 GDP and retail sales data, the UK and GBP, and global PMIs 15.10.2021 7:27

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 content at www.eurizonsljcapital.com/insights Vie...

The Bank of England, UK employment report, US CPI, Fed Minutes, and the ECB 08.10.2021 7:50

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 insights and content at www.eurizonsljcapital....

Central Bank divergence, politics, geopolitics and US payroll data 01.10.2021 6:52

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.eurizonsljcapital.com/insights www.londoncocktailweek.com ww...

German elections, China's September PMI data and a shift to the US 24.09.2021 6:15

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

Geopolitics, Central Banks and Growth 17.09.2021 6:43

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 speakers are their own and do not necessarily reflec...

UK Social Care Levy, China and a focus on politics 10.09.2021 7:13

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 their own and do not necessarily reflect those of Euri...

Central banks, data from Europe and China, and focus on US policy 03.09.2021 7:43

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 www.eurizonsljcapital.com/insights Views accurate a...

Growth, Policy and Risk - China PMIs, US payroll data and Labor Day 27.08.2021 6:44

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 SLJ insights and content at www.eurizonsljcapital.c...

Global trade and China, US inflation and UK GDP 06.08.2021 7:35

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/olympics Find more Eurizon SLJ insights and content at ww...

Bank of England, RBA and US Non Farm Payrolls 30.07.2021 5:53

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 accurate as at the time of publication. Opinions expres...

Amidst exacerbated fears of growth slowdown - the Fed, US PCE and Q2 GDP prints for the US and Europe 23.07.2021 6:50

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

The RBA, BoJ, ECB, global PMIs and UK retail sales 16.07.2021 8:12

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 and content at www.eurizonsljcapital.com/insights V...

The ECB, PBoC and the Fed - a busy week ahead 09.07.2021 8:23

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

UK GDP, the Fed's minutes, services PMI, German ZEW and the Reserve Bank of Australia 02.07.2021 6:46

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 and content at www.eurizonsljcapital.com...

China PMI, the US employment report and the global theme of normalisation 25.06.2021 7:05

From China's upcoming June PMI figures to the US' employment report and the wider theme of normalisation, 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...

UK monetary policy, June PMI and reopening momentum, and the Fed's implications for EM 18.06.2021 7:50

From the Bank of England's upcoming monetary policy meeting to the US' PCE figures for May and the wider implications for emerging 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...

Are defaults in China a good thing? 14.06.2021 2:46

Stephen Jen discusses why recent defaults in China might not be a concern for investors. 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 Eurizon SLJ's webinar China Onshore Bonds - A New Safe-Haven Asset? , recorded on 25th March 2021 Views accurate as at the time of publ...