Podcast Episodes
Back to SearchMarkets Weekly podcast (3 March 2025): UK real estate special
This week, Dorothée Deck, Head of Cross Asset Strategy, examines the recent rise in dispersion of equity returns. With policy uncertainty likely to p…
1 year, 3 months ago
Markets Weekly podcast (24 February 2025): UK real estate special
This week, Stephen Moroukian, our real estate financing specialist, delves into recent developments in the UK property market – from mortgage rates t…
1 year, 3 months ago
Markets Weekly podcast (17 February 2025): More US tariff news and the Trump effect on European assets
In this week’s podcast, Julien Lafargue, Chief Market Strategist, considers the outlook for the US inflation, the continued barrage of headlines on U…
1 year, 3 months ago
Markets Weekly podcast (10 February 2025): Trump’s tariffs, US data and UK rates
In our latest podcast, Julien Lafargue, Chief Market Strategist, reflects on another busy week for financial markets. Topics include the latest devel…
1 year, 4 months ago
Markets Weekly podcast (3 February 2025): US trade and corporate earnings special
With the fourth-quarter earnings season well under way, Dorothee Deck, our Cross Asset Strategist, covers the sectors with the fastest growth and the…
1 year, 4 months ago
Markets Weekly podcast (27 January 2025): US politics and hedge fund special
Join host Julien Lafargue and Lukas Gehrig, from our Quantitative Strategy team, as they examine the US political landscape and how it could impact p…
1 year, 4 months ago
Markets Weekly podcast (20 January 2025): Behavioural Finance and US politics
Tune in as Alex Joshi, our Head of Behavioural Finance, examines New Year’s resolutions for investors. Topics include navigating market uncertainty t…
1 year, 4 months ago
Markets Weekly podcast (13 January 2025): Bond market special
Join Michel Vernier, our Head of Fixed Income Strategy, as he discusses the latest developments in the US and UK bond markets. Topics include policy …
1 year, 5 months ago
Markets Weekly podcast (6 January 2025): US update and Q4 earnings
As we return for 2025, our Markets Weekly podcast host Julien Lafargue delves into key data releases from around the globe. Topics include the latest…
1 year, 5 months ago
Markets Weekly podcast (16 December 2024): Real estate special and US trade tariffs
In our final podcast of 2024, host Julien Lafargue takes a whistlestop tour of the main takeaways from financial markets and the global economy for D…
1 year, 6 months ago