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  • Markets Weekly podcast (19 January 2026): Corporate earnings special

    Markets Weekly podcast (19 January 2026): Corporate earnings special
    Jan 19 2026
    In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, joins host Julien Lafargue to discuss how market leadership is broadening across companies, sectors and regions. They cover what’s driving this shift, why investor sentiment remains fragile, and why earnings delivery is becoming increasingly important. They also preview the key themes for the Q4 reporting season – from AI‑related productivity to capex trends and the durability of mega-cap earnings – and share early insights from US bank results.
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  • Markets Weekly podcast (12 January 2026): Fixed income special

    Markets Weekly podcast (12 January 2026): Fixed income special
    Jan 12 2026
    In this week's podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to reflect on the bond markets in 2025 and provide insights on what will be the driving forces in 2026. They discuss if central banks are done with interest rate cuts and if the bond markets are too complacent about the inflation outlook. Additionally, they explore what large-scale, AI-related capital expenditure means for credit markets.
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  • Markets Weekly podcast (15 December 2025): Are cryptocurrencies coming of age?

    Markets Weekly podcast (15 December 2025): Are cryptocurrencies coming of age?
    Dec 15 2025
    In this week’s podcast, Ivelin Stankov, Investment Strategist, joins host Julien Lafargue to discuss cryptocurrencies. Is Bitcoin a form of digital gold? What role can Bitcoin play in portfolios? And what should investors expect from Bitcoin and other cryptocurrencies in 2026 and beyond?
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  • Markets Weekly podcast (8 December 2025): Psychology of a bubble

    Markets Weekly podcast (8 December 2025): Psychology of a bubble
    Dec 8 2025
    In this week’s podcast, Alex Joshi, Head of Behavioural Finance, joins host Julien Lafargue to discuss the psychology of bubbles. What is a bubble and how does it work? Is there a bubble in equity markets today? And how can investors use AI to make better investment decisions?
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  • Markets Weekly podcast (1 December 2025): The Budget and the UK housing market

    Markets Weekly podcast (1 December 2025): The Budget and the UK housing market
    Dec 1 2025
    This week’s podcast discusses the impact that UK Chancellor Rachel Reeves’ Budget last week is having on the housing market. Our real estate financing specialist Stephen Moroukian joins host Julien Lafargue to discuss the state of the property market and outline the key Budget measures likely to have the biggest impact on investors in the sector.
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  • Markets Weekly podcast (24 November 2025): AI Outlook 2026: Agents of Productivity

    Markets Weekly podcast (24 November 2025): AI Outlook 2026: Agents of Productivity
    Nov 24 2025
    This week’s podcast discusses the key themes of our recently released AI Outlook 2026: Agents of Productivity report, which examines the defining trends, opportunities and risks for AI in the year ahead. Lukas Gehrig, Head of Quant Macro and Thematic Strategy, and Rob Smith, AI and Data Science Strategist, join host Julien Lafargue to answer some of the key questions on investors’ minds. Can the hunger for compute and energy demand be sated? When will AI deliver the much-promised broad productivity gains? And what part will regulation play in the AI rollout?
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  • Markets Weekly podcast (21 November 2025): Tech trumps tariffs

    Markets Weekly podcast (21 November 2025): Tech trumps tariffs
    Nov 21 2025
    Despite the strong performance in US equity markets this year and speculation of an AI bubble, there are still reasons for investors to be optimistic. In this special podcast, guests Dr Nouriel Roubini, Senior Economic Strategist, and Jason Cuttler, Senior Markets and Derivatives Strategist, both at Hudson Bay Capital join host Julien Lafargue to discuss how AI-driven growth should continue to outweigh less market-friendly policies such as tariffs, why they believe that the S&P 500 isn’t overvalued and why Japan and metals can offer investors diversification benefits.
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  • Markets Weekly podcast (17 November 2025): Outlook 2026: The Interpretation Game

    Markets Weekly podcast (17 November 2025): Outlook 2026: The Interpretation Game
    Nov 17 2025
    As we unveil our Outlook 2026 report amidst a year marked by powerful AI-driven momentum, stretched equity valuations and growing concentration risks, the key question now is how investors should position as we move toward 2026. In this week’s podcast, Dorothée Deck, Head of Cross Asset Strategy, and Michel Vernier, Head of Fixed Income Strategy, join host Julien Lafargue to explore the forces behind recent market performance, the vulnerabilities emerging beneath the surface, and where we believe the most compelling opportunities and risks lie across regions, sectors and investment styles.
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