Episodes

  • Markets Weekly podcast (14 July 2025): Earnings season special

    Markets Weekly podcast (14 July 2025): Earnings season special
    Jul 14 2025
    As earnings season begins to ramp up, investors will be hoping to get some valuable insight into how companies are navigating higher tariffs and ongoing geopolitical uncertainty. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, joins Julien Lafargue to consider what makes this particular earnings season so important, how investors might position their portfolios and much more besides.
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    Less than 1 minute
  • Markets Weekly podcast (7 July 2025): What’s in store for currency markets?

    Markets Weekly podcast (7 July 2025): What’s in store for currency markets?
    Jul 7 2025
    The first half of the year has been volatile in currency markets, driven by President Trump’s tariff policy and ongoing geopolitical uncertainty. In the US, the impact of tariffs on growth has caused the US dollar to weaken against the euro, sterling and the Swiss franc. In this week’s podcast, Bhaskar Gupta, Head of FX Distribution in the UK, joins Julien Lafargue to discuss what investors could expect from currency markets for the rest of the year.
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    Less than 1 minute
  • Markets Weekly podcast (30 June 2025): AI special

    Markets Weekly podcast (30 June 2025): AI special
    Jun 30 2025
    Despite AI breakthroughs becoming more incremental, AI development and investment remain strong. While many models may perform well in narrow tasks, they can still struggle with practical reliability, which might limit commercial adoption in the near term. In this week’s podcast, Rob Smith, Data Scientist, joins Julien Lafargue to discuss the latest developments in this evolving technology.
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    Less than 1 minute
  • Markets Weekly podcast (16 June 2025): Bond market special

    Markets Weekly podcast (16 June 2025): Bond market special
    Jun 16 2025
    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 uncertainty. Michel Vernier, Head of Fixed Income Strategy, and Aleks Devic, Fixed Income Specialist, join Julien Lafargue to discuss the expected future path of US and UK interest rates, the potential impact of the Middle East conflict, and where value may lie in the credit market.
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    Less than 1 minute
  • Markets Weekly podcast (09 June 2025): Mid-year outlook

    Markets Weekly podcast (09 June 2025): Mid-year outlook
    Jun 9 2025
    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 Joshi, Head of Behavioural Finance, joins Julien Lafargue to discuss our flagship Mid-Year Outlook report and consider how investors can more confidently navigate the trends which are expected to shape the rest of 2025.
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    Less than 1 minute
  • Markets Weekly podcast (02 June 2025): Hedge funds: The importance of manager selection

    Markets Weekly podcast (02 June 2025): Hedge funds: The importance of manager selection
    Jun 2 2025
    As market volatility continues to weigh on investor sentiment, this week’s podcast explores the potential benefits and risks of hedge funds. Pierre-Emmanuel Crama, Senior Hedge Fund Analyst, and Oliver Knox, Hedge Fund Analyst, join host Julien Lafargue to discuss how effective manager selection can help reduce risks, what’s involved in a good manager selection process, and the role private banks can play in improving the accessibility of the asset class for investors.
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    Less than 1 minute
  • Markets Weekly podcast (27 May 2025): Has the US dollar lost its lustre?

    Markets Weekly podcast (27 May 2025): Has the US dollar lost its lustre?
    May 27 2025
    As the US dollar struggles, sterling and the Swiss franc have gone from strength to strength. In this week’s podcast, Bhaskar Gupta, Head of FX Distribution in the UK, joins host Julien Lafargue to consider what’s next for the US dollar, reflect on the sustainability of sterling’s strength, and explore how the Swiss franc’s rising value may impact its economy.
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    Less than 1 minute
  • Markets Weekly podcast (19 May 2025): Taking the long view

    Markets Weekly podcast (19 May 2025): Taking the long view
    May 19 2025
    At times of rising geopolitical tensions and economic uncertainty, a long-term view remains essential. In this week’s podcast, Nikola Vasiljevic, Head of Global Asset Allocation, joins host Julien Lafargue to look beyond the market noise to consider the outlook for the major asset classes over the next ten years.
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    Less than 1 minute