Episodes

  • Markets Weekly podcast (03 November 2025): Q3 earnings special

    Markets Weekly podcast (03 November 2025): Q3 earnings special
    Nov 3 2025
    Q3 results in the US have been particularly strong, with earnings and margins surprising to the upside. Europe has been more mixed, though underlying trends look more resilient, after accounting for sector and FX effects. At the same time, dispersion is rising. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, explores how strong numbers in the US are not always rewarded, while even modest disappointments face sharper reactions ‒ a clear sign that investors are becoming more discriminating.
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    Less than 1 minute
  • Markets Weekly podcast (27 October 2025): Blockchain special

    Markets Weekly podcast (27 October 2025): Blockchain special
    Oct 27 2025
    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 this week’s podcast, Ivelin Stankov, Investment Strategist, joins host Julien Lafargue to explain what blockchain companies do, the influence of cryptocurrencies on blockchain companies, and what makes the blockchain theme a unique opportunity for investors.
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    Less than 1 minute
  • Markets Weekly podcast (13 October 2025): Is Quality about to make a comeback?

    Markets Weekly podcast (13 October 2025): Is Quality about to make a comeback?
    Oct 13 2025
    After a period where just a handful of mega-cap AI stocks have driven market returns, Quality stocks (companies which often exhibit consistent earnings growth, high profitability, and stable balance sheets) have lagged significantly. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, explores why Quality may be poised for a rebound, and shares the key indicators to watch as market leadership starts to broaden.
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    Less than 1 minute
  • Markets Weekly podcast (06 October 2025): FX special

    Markets Weekly podcast (06 October 2025): FX special
    Oct 6 2025
    Following Sanae Takaichi’s surprise election win as leader of Japan's ruling Liberal Democratic Party, the yen weakened sharply on expectations of looser monetary policy. In this week’s podcast, Bhaskar Gupta joins host Julien Lafargue to consider the prospects for the yen, US dollar, euro, sterling, and Swiss franc.
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    Less than 1 minute
  • Markets Weekly podcast (29 September 2025): Asset allocation special

    Markets Weekly podcast (29 September 2025): Asset allocation special
    Sep 29 2025
    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’s podcast, Nikola Vasiljevic, Head of Global Asset Allocation, joins host Julien Lafargue to discuss US dollar depreciation and elevated geopolitical uncertainty, and how much these factors can affect the investment outlook.
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    Less than 1 minute
  • Markets Weekly podcast (22 September 2025): Fixed income special

    Markets Weekly podcast (22 September 2025): Fixed income special
    Sep 22 2025
    In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to discuss the recent interest rate decisions from the US Federal Reserve (Fed) and the Bank of England (BoE). As the Fed cuts rates while the BoE holds fire, Michel considers the diverging policies of the two central banks and explores the prevailing economic backdrop in both countries.
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    Less than 1 minute
  • Markets Weekly podcast (15 September 2025): Hedge fund special

    Markets Weekly podcast (15 September 2025): Hedge fund special
    Sep 15 2025
    In this week’s podcast, Pierre-Emmanuel Crama, Senior Hedge Fund Analyst, and Oliver Knox, Hedge Fund Analyst, join host Julien Lafargue to discuss the role of due diligence in manager selection, and the importance of understanding the asset class, its potential place in a portfolio, and the opportunities and risks involved.
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    Less than 1 minute
  • Markets Weekly podcast (8 September 2025): The US labour market and inflation

    Markets Weekly podcast (8 September 2025): The US labour market and inflation
    Sep 8 2025
    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 podcast, Lukas Gehrig, Head of Quant Macro and Thematic Strategy, joins Julien Lafargue to discuss the US labour market, the outlook for inflation, and what the Federal Reserve may do next.
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    Less than 1 minute