Episodes

  • 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
  • Markets Weekly podcast (1 September 2025): Fixed income special

    Markets Weekly podcast (1 September 2025): Fixed income special
    Sep 1 2025
    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, Michel Vernier, Head of Fixed Income Strategy, joins Julien Lafargue to discuss the recent Jackson Hole symposium, Fed independence, and US and UK interest rate expectations.
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    Less than 1 minute
  • Markets Weekly podcast (11 August 2025): Sectoral tariffs and stagflation

    Markets Weekly podcast (11 August 2025): Sectoral tariffs and stagflation
    Aug 11 2025
    In our latest podcast, Julien Lafargue, Chief Market Strategist, reflects on key themes moving financial markets, from sector-specific tariffs to growing concerns over stagflation risk. He also discusses the Bank of England’s latest rate-setting meeting, and the implications for future interest rate decisions.
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    Less than 1 minute
  • Markets Weekly podcast (4 August 2025): Earnings season wrap-up

    Markets Weekly podcast (4 August 2025): Earnings season wrap-up
    Aug 4 2025
    Earnings season is nearly over – so what stood out? In this week’s episode, Dorothée Deck, Head of Cross Asset Strategy, joins Chief Market Strategist Julien Lafargue to explore where expectations were beaten – particularly in US tech and European banks – and how markets have responded. Plus, find out what it could all mean for investors.
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    Less than 1 minute
  • Markets Weekly podcast (28 July 2025): Spotlight on stablecoins

    Markets Weekly podcast (28 July 2025): Spotlight on stablecoins
    Jul 28 2025
    In this week’s podcast, Ivelin Stankov delves into the world of cryptocurrencies exploring the investor implications of growing demand for stablecoins, especially on US Treasuries. Host Julien Lafargue also shares his insights on the recent US trade agreements with Europe and Japan, as well as the strong start to the corporate earnings season.
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    Less than 1 minute
  • Markets Weekly podcast (21 July 2025): Behavioural reflections ahead of summer

    Markets Weekly podcast (21 July 2025): Behavioural reflections ahead of summer
    Jul 21 2025
    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, joins Julien Lafargue to discuss the benefits of contrarian thinking, and the importance of taking a break from newsflow for long-term investors.
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    Less than 1 minute
  • 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