Podcast Episodes
Back to SearchMarkets Weekly podcast (03 November 2025): Q3 earnings special
Q3 results in the US have been particularly strong, with earnings and margins surprising to the upside. Europe has been more mixed, though underlying…
7 months, 1 week ago
Markets Weekly podcast (27 October 2025): Blockchain special
Blockchain is a long-term investment theme that is maturing after an initial stage of hype, offering new avenues for value creation in portfolios. In…
7 months, 2 weeks ago
Markets Weekly podcast (20 October 2025): Real estate special
In this week’s podcast, Stephen Moroukian, our real estate financing specialist, joins host Julien Lafargue to discuss central London’s prime real-es…
7 months, 3 weeks ago
Markets Weekly podcast (13 October 2025): Is Quality about to make a comeback?
After a period where just a handful of mega-cap AI stocks have driven market returns, Quality stocks (companies which often exhibit consistent earnin…
8 months ago
Markets Weekly podcast (06 October 2025): FX special
Following Sanae Takaichi’s surprise election win as leader of Japan's ruling Liberal Democratic Party, the yen weakened sharply on expectations of lo…
8 months, 1 week ago
Markets Weekly podcast (29 September 2025): Asset allocation special
As the US administration shakes up global trading norms, the US dollar suffered its worst first half of the year in more than 50 years. In this week’…
8 months, 2 weeks ago
Markets Weekly podcast (22 September 2025): Fixed income special
In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to discuss the recent interest rate decisions from …
8 months, 3 weeks ago
Markets Weekly podcast (15 September 2025): Hedge fund special
In this week’s podcast, Pierre-Emmanuel Crama, Senior Hedge Fund Analyst, and Oliver Knox, Hedge Fund Analyst, join host Julien Lafargue to discuss t…
9 months ago
Markets Weekly podcast (8 September 2025): The US labour market and inflation
As US non-farm payrolls came in weaker than expected in August, should investors be concerned about a slowdown in the US economy? In this week’s podc…
9 months, 1 week ago
Markets Weekly podcast (1 September 2025): Fixed income special
As US Federal Reserve (Fed) Chair Powell takes a more dovish stance, should investors expect a US rate cut in September? In this week’s podcast, Mich…
9 months, 2 weeks ago