Podcast Episodes
Back to SearchMarkets Weekly podcast (26 January 2026): What's driving weaker US job growth?
The US economy is creating far fewer jobs, but is this just a temporary soft patch? Lukas Gehrig, our Head of Quant Macro and Thematic Strategy, join…
4 months, 2 weeks ago
Markets Weekly podcast (19 January 2026): Corporate earnings special
In this week's podcast, Dorothée Deck, Head of Cross Asset Strategy, joins host Julien Lafargue to discuss how market leadership is broadening across…
4 months, 3 weeks ago
Markets Weekly podcast (12 January 2026): Fixed income special
In this week's podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to reflect on the bond markets in 2025 and provide …
5 months ago
Markets Weekly podcast (15 December 2025): Are cryptocurrencies coming of age?
In this week’s podcast, Ivelin Stankov, Investment Strategist, joins host Julien Lafargue to discuss cryptocurrencies. Is Bitcoin a form of digital g…
6 months ago
Markets Weekly podcast (8 December 2025): Psychology of a bubble
In this week’s podcast, Alex Joshi, Head of Behavioural Finance, joins host Julien Lafargue to discuss the psychology of bubbles. What is a bubble an…
6 months, 1 week ago
Markets Weekly podcast (1 December 2025): The Budget and the UK housing market
This week’s podcast discusses the impact that UK Chancellor Rachel Reeves’ Budget last week is having on the housing market. Our real estate financin…
6 months, 2 weeks ago
Markets Weekly podcast (24 November 2025): AI Outlook 2026: Agents of Productivity
This week’s podcast discusses the key themes of our recently released AI Outlook 2026: Agents of Productivity report, which examines the defining tre…
6 months, 3 weeks ago
Markets Weekly podcast (21 November 2025): Tech trumps tariffs
Despite the strong performance in US equity markets this year and speculation of an AI bubble, there are still reasons for investors to be optimistic…
6 months, 3 weeks ago
Markets Weekly podcast (17 November 2025): Outlook 2026: The Interpretation Game
As we unveil our Outlook 2026 report amidst a year marked by powerful AI-driven momentum, stretched equity valuations and growing concentration risks…
6 months, 4 weeks ago
Markets Weekly podcast (10 November 2025): Spotlight on private markets
Following the release of our Private Markets Annual Report 2025, we shine a light on the growing importance of private markets for high-net-worth inv…
7 months ago