Podcast Episodes
Back to SearchMarkets Weekly podcast (11 August 2025): Sectoral tariffs and stagflation
In our latest podcast, Julien Lafargue, Chief Market Strategist, reflects on key themes moving financial markets, from sector-specific tariffs to gro…
10 months ago
Markets Weekly podcast (4 August 2025): Earnings season wrap-up
Earnings season is nearly over – so what stood out? In this week’s episode, Dorothée Deck, Head of Cross Asset Strategy, joins Chief Market Strategis…
10 months, 1 week ago
Markets Weekly podcast (28 July 2025): Spotlight on stablecoins
In this week’s podcast, Ivelin Stankov delves into the world of cryptocurrencies exploring the investor implications of growing demand for stablecoin…
10 months, 2 weeks ago
Markets Weekly podcast (21 July 2025): Behavioural reflections ahead of summer
What have the first six months of the year taught us about investor psychology? In this week’s podcast, Alex Joshi, Head of Behavioural Finance, join…
10 months, 3 weeks ago
Markets Weekly podcast (14 July 2025): Earnings season special
As earnings season begins to ramp up, investors will be hoping to get some valuable insight into how companies are navigating higher tariffs and ongo…
11 months ago
Markets Weekly podcast (7 July 2025): What’s in store for currency markets?
The first half of the year has been volatile in currency markets, driven by President Trump’s tariff policy and ongoing geopolitical uncertainty. In …
11 months, 1 week ago
Markets Weekly podcast (30 June 2025): AI special
Despite AI breakthroughs becoming more incremental, AI development and investment remain strong. While many models may perform well in narrow tasks, …
11 months, 2 weeks ago
Markets Weekly podcast (16 June 2025): Bond market special
As periods of elevated volatility in bond markets remain likely in the second half of the year, we explore how investors might navigate the ongoing u…
1 year ago
Markets Weekly podcast (09 June 2025): Mid-year outlook
As we approach the mid-point of the year, we take a moment to reflect on events, and consider what the next six months may entail for investors. Alex…
1 year ago
Markets Weekly podcast (02 June 2025): Hedge funds: The importance of manager selection
As market volatility continues to weigh on investor sentiment, this week’s podcast explores the potential benefits and risks of hedge funds. Pierre-…
1 year ago