In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the recent market focus on US data and the Federal Reserve's policy trajectory, and its implications for global economic policies in the coming week. 

They delve into the Fed's less hawkish than anticipated stance amid inflation concerns and its impact on market expectations, including equity and bond markets. The discussion extends to upcoming central bank meetings, particularly the Reserve Bank of Australia, and shifts in policy focus in response to economic data. 

They also explore the European Central Bank's position on rate cuts beyond June, influenced by the Fed's narrative and incoming economic data from Europe, including investor confidence and German economic indicators. The episode concludes with insights into the UK's economic outlook concerning the Bank of England's anticipated dovish bias and its implications for UK markets and mortgage holders.

00:00 Introduction to the Week Ahead with Eurizon SLJ Capital
00:30 Focus on US Data and the Fed's Trajectory
02:10 Global Central Bank Focus and Market Movements
02:44 The Fed's Influence on European Central Bank (ECB) Decisions
04:17 UK Economic Outlook and Bank of England Expectations
06:50 Closing Thoughts and Next Week's Preview

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the anticipated macroeconomic themes for professional investors, focusing on market volatilities and policy rates influenced by recent global PMI data, indicating significant economic activities across countries like India, UK, Japan, Australia, and the Eurozone. 

They highlight key economic data releases expected in the upcoming week from Germany, China, Japan, Norway, and Switzerland, emphasizing their potential impact on global markets. 

The discussion also covers expectations from the U.S. economic data, including ISM manufacturing and services data, ADP, JOLTS, and Non-Farm Payroll, and how these might influence the Federal Reserve's monetary policy, especially concerning interest rates and quantitative tightening. 

00:00 Introduction to the Week Ahead
00:30 Market Volatility and Global Economic Focus
00:59 Key Economic Indicators and Data Releases
02:42 US Economic Data and Monetary Policy Focus
05:15 FOMC Meeting Expectations and Monetary Policy Analysis
07:32 Closing Remarks and Future Insights

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital delve into recent geopolitical events, earning season volatility, and the intersection of growth, inflation, and interest rates. 

They discuss the market's reaction to these factors, the IMF's upgraded global growth forecasts, and look ahead to next week's key economic indicators, including global PMIs, German IFO data, consumer confidence in the UK and France, and potential interventions by the Bank of Japan. 

The episode also covers major points for the US, including Q1 GDP data, the PCE inflation measure, and upcoming earnings releases from major tech companies. 

00:00 Introduction to the Week Ahead
00:30 Geopolitical and Market Volatility Insights
01:49 Global Growth Forecasts and Economic Indicators
03:50 US Economic Focus: GDP and Inflation
05:09 Earnings Season and Market Expectations
06:39 Closing Remarks and Future Insights

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead,' Eurizon SLJ Capital offers a comprehensive outlook on the week ahead for professional investors, focusing on key macroeconomic themes. 

Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss various pivotal economic indicators and meetings poised to impact global markets, with a particular emphasis on the UK's financial landscape. 

They highlight the UK's employment report, CPI print, retail sales data, and the implications of Governor Bailey's upcoming speeches on the trajectory of UK interest rates. 

The dialogue also explores the U.S. economic outlook, particularly in response to recent CPI data and its potential effects on the Federal Reserve's mandate, retail sales, and Q1 earnings reports. 

Additionally, the episode covers significant economic developments in China and Germany, alongside an anticipation of the updated IMF World Economic Outlook. 

 00:00 Introduction to the Week Ahead

00:30 Focus on the UK: Economic Indicators and Rate Expectations

02:04 US Economic Outlook: Inflation, Growth, and Fed's Mandate

03:38 Global Economic Events: From Earnings to IMF Outlook

05:43 Closing Remarks and Future Insights

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead,' Eurizon SLJ Capital presents an analysis of the upcoming macroeconomic themes and central bank policies for professional investors. Host Matt Jones and Senior Portfolio Manager Neil Staines discuss recent economic data, including ISM manufacturing and services, and the implications for inflation and growth moderation. They touch upon Federal Reserve Chair Powell's recent comments on economic outlook and delve into upcoming data releases like Sentix data, UK GDP, and US sentiment. The discussion shifts to global central bank focuses, including the RBNZ, Bank of Canada, ECB, and Bank of England, and concludes with the Fed's awaited CPI print and its potential impact on future rate cuts. 

00:00 Introduction to the Week Ahead
00:30 Review of Last Week's Financial Markets
01:50 Upcoming Data and Events to Watch
02:13 Global Central Bank Focus
05:10 U.S. Data and Policy: Key Focal Points
08:01 Closing Remarks and Future Insights

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead,' Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, joins host Matt Jones to discuss the past week's global central bank meetings and their implications. 

They cover significant interest rate decisions and monetary policy shifts from central banks such as Brazil, the Czech Republic, Norges Bank, Taiwan, and Turkey. 

The focus shifts to upcoming economic indicators, including CPI inflation data from Australia, which could influence the Reserve Bank of Australia's stance amid pressures from supply side issues and high unit labor costs.

 Additionally, the episode examines Japan's economic outlook following the Bank of Japan's policy adjustments. Attention is also given to the Bank of England's recent decision to hold rates steady, indicating a dovish turn in UK monetary policy. 

The Federal Reserve's unchanged rate and projections for future rate cuts are analyzed for their potential impact on markets. The information presented aims at providing professional investors with insights into macroeconomic events and trends.

00:00 Introduction to the Week Ahead with Eurizon SLJ Capital

00:30 Global Central Bank Meetings Recap

01:15 Central Bank Focus: Australia and Japan

02:34 Bank of England's Monetary Policy Insights

05:12 The Federal Reserve's Rate Decision and Market Impact

06:44 Looking Ahead: Market Movements and Fed Speakers

08:04 Closing Remarks and Easter Break Announcement

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines dive into the macroeconomic themes and central bank activities planned for the upcoming week. They discuss various data releases from China, Germany's ZEW and IFO indicators, global flash PMIs, and anticipate significant movements from central banks including the RBA, SNB, Bank of Japan, Bank of England, and the FOMC. 

The discussion also covers expected inflation rates, potential shifts in policy direction, and the impact on markets. The podcast aims to provide professional investors with insights into upcoming economic events and market expectations.

00:00 Introduction: A Glimpse into the Week Ahead
00:30 Central Banks Take the Stage: A Global Overview
02:27 Diving into the UK's Economic Landscape
04:08 Shifting Focus to Japan: Monetary Policy Speculations
05:44 The United States and FOMC: A Critical Look
09:03 Closing Thoughts and Next Week's Anticipation

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead', Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss the macroeconomic themes for the upcoming week, focusing on the UK's market outlook, the aftermath of the ECB meeting, and key U.S. data releases. They analyze the impact of recent UK's fiscal adjustments, the Bank of England and ECB's policy trajectories on inflation, growth expectations, and the potential for rate cuts. The discussion extends to the U.S. market's anticipation for CPI data, retail sales, and the Federal Reserve's policy direction. 

00:00 Introduction and Welcome
00:30 UK's Economic Outlook
01:46 ECB Meeting and Market Reactions
03:55 US Market Guidance and Data
05:24 Weekend Sports Preview
06:20 Closing Remarks 
06:46 Disclaimer and Final Notes

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

This episode of 'The Long and Short of the Week Ahead,' produced by Eurizon SLJ Capital, features Matt Jones and Neil Staines discussing global macroeconomic themes for professional investors. They delve into the ECB's monetary policy in light of recent data, anticipating continued caution rather than immediate rate cuts. In the UK, the focus shifts to the Spring Budget, highlighting its implications for fiscal outlook and growth, notably in an election year. The team also previews the US payroll week, a significant indicator of economic momentum, where average hourly earnings and jobs data will be under the spotlight. The episode concludes with light-hearted commentary on upcoming sports events and the Formula One season kickoff. Insights into monetary, fiscal, and macroeconomic dynamics offer listeners a comprehensive overview of what to expect in the coming week.

Bloomberg UK Budget Game: https://www.bloomberg.com/features/2024-uk-budget-game/

00:00 Introduction and Welcome
00:30 Discussion on ECB and Monetary Policy
02:09 UK's Budget Week and Fiscal Trajectory
04:16 US Payroll Week and Growth Trajectory
06:00 Weekend Sports Highlights
06:47 Conclusion and Farewell
07:12 Disclaimer and Legal Information

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In the edition of 'The Long and Short of the Week Ahead', a production of Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the upcoming slower week for dominant global macroeconomic data releases. They note a possible shift of focus from the US to Japan, specifically focusing on the release of the Japanese CPI for January and the implications for the removal of negative interest rate policies. Australian CPI and the RBNZ's expected unchanged rates are also highlighted. The conversation continues into high profile equity moves in the U.S. and discusses the impact of China reopening after the New Year. Upcoming U.S. events, like the release of PCE inflation and U.S. ISM manufacturing, are also expected to hold significance. Lastly, they discuss upcoming sports events for the weekend.

00:00 Introduction and Welcome
00:29 Global Macroeconomic Data Releases
00:49 Focus on Japan's Economy
02:04 Australian CPI and RBNZ Rates
02:27 Equity Market Sentiment
03:01 China's Economic Outlook
04:13 US Monetary Policy Trajectory
05:48 Weekend Sports Highlights
06:41 Closing Remarks and Future Insights
07:00 Disclaimer

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The long and short of the week ahead' presented by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macroeconomic factors that will impact the world economy in the coming week. They discuss the minutes from the meetings of various central banks including the RBA, ECB and FOMC, indicating how they may influence their policies. They also delve into data releases and how they will shape the ongoing central bank debate, with a particular emphasis on PMI and ECB negotiated wage settlement data. The podcast also addresses key events impacting the global equity markets, like AI developments and the Chinese New Year celebrations. Matt and Neil then discuss their personal plans for the weekend, which broadly cover sports events. 

00:00 Introduction and Welcome

00:24 Central Bank Policy Meeting Minutes

00:56 RBA, ECB, and FOMC Meeting Insights

02:50 Data Releases and Central Bank Debate

03:20 Global PMI Data and ECB Wage Settlement Data

04:11 Market Factors and Events

04:29 Equity Market and AI Momentum

05:00 Return of China and Market Sentiment

05:44 Weekend Sports Highlights

06:40 Closing Remarks and Future Outlook

07:07 Disclaimer and Legal Information

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

The Long and Short of the Week Ahead: Macroeconomic Themes and Central Bank Decisions

In this podcast by Eurizon SLJ Capital, Matt Jones and guest Neil Staines discuss the evolving central bank scenario, where policy remains restrictive and inflation falls. They delve into themes like the current global macro debates, including seasonal anomalies and whether there's been an upward shift in R star (natural rate of interest). The dialogues cover monetary transmission issues in the U.S and the data expected in the week ahead, including leading indicators from Germany and the U.S. The effect of these data releases on the economic debates are also dissected. Staines also underlines the significance of the U.K's weekly data in shaping the Monetary Policy Committee's future decisions. The discussion wraps up by spotlighting the upcoming sports events in both U.K and U.S, and by extending wishes to Chinese listeners for the New Year.

00:05 Introduction and Welcome

00:28 Central Bank Decisions and Communications

01:23 Current Macroeconomic Debates

02:44 Upcoming Data and its Impact

03:57 Focus on the UK Economy

05:18 Celebrating Chinese New Year

05:50 Weekend Sports Highlights

06:43 Closing Remarks and Farewell

07:08 Disclaimer and Legal Information

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week. They review last week's significant data events and reflect on the dovish commentary by both the Fed and the Bank of England. The hosts anticipate the RBA's economic outlook and plan to observe revisions to global growth and inflation by the OECD. They also discuss the data for the forthcoming week and the prints for the upcoming week, including the Eurozone Sentix, American ISM services and China's CPI, and PPI. 

00:08 Introduction and Welcome
00:33 Reflections on the Previous Week's Data
00:49 Insights into the Federal Reserve and Bank of England's Policies
02:07 Impacts on Equities and Rates
02:24 Focus for the Week Ahead
03:20 Upcoming Data and Market Indicators
04:26 Sports Highlights for the Weekend
05:13 Closing Remarks and Goodbyes
06:09 Disclaimer and Legal Information

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Host Matt Jones of Eurizon SLJ Capital and guest Neil Staines, a Senior Portfolio Manager, discuss the macroeconomic themes of the upcoming week in this 2024 podcast episode. Topics include releases of global data such as the Eurozone GDP, Eurozone CPI, and PMI data from China, as well as the narratives from ECB, Bank of England, and Fed meetings. U.S. labor market data is also covered, as well as major tech companies' earnings reports. Staines also shares his predictions for the short-term future of the global economy, and the hosts end with an outline of upcoming sporting events they will be tracking over the weekend.

 00:05 Introduction and Welcome

00:33 Overview of the Week's Macroeconomic Themes

00:55 Global Data and Central Bank Updates

01:34 Expectations from the Bank of England and the Fed

03:25 Impact of US Data on Market Reactions

04:21 Q4 Earnings Season and Tech Giants' Performance

05:14 Weekend Sports Highlights

05:52 Closing Remarks and Disclaimer

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Join Matt and his guest in the final podcast of 2023 as they reflect on the year's last stretch and promise an impactful conclusion. The hosts discuss the shocking realization of being at the podcast's year-end, setting the stage for a dynamic and insightful episode.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023.  Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

The Long & Short of the Week Ahead: Key Market Analysis

In this production by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macro-economic themes for the week ahead relevant to professional investors. Key highlights include November's European inflation trends, data and policy trends for December, with focused attention on Europe, Asia, and the U.S. They discuss the rate repricing in Europe, Asian markets' reaction to the Resilient Banking Authority's action, and the importance of U.S. rate markets. They continue their attention to job creation trends, labor supply improvements, and potential shifts in the unemployment rate. The discussion concludes with anticipations for the next week's developments, with each region possessing unique risks and opportunities.

00:05 Introduction and Welcome
 00:35 Review of the Previous Week
 01:22 Focus on Europe: Economic Trends and Predictions
 02:19 Asia's Economic Outlook: Central Bank Actions and Market Trends
 03:13 US Market Focus: Fed Chair Speech and Job Market Analysis
 04:27 Weekend Sports Highlights
 05:07 Closing Remarks and Future Outlook

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023.  Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

The Long & Short of the Week Ahead: Tracking Global Macroeconomic Trends and Data

In this episode of 'The Long & Short of the Week Ahead', Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the key macroeconomic themes for the upcoming week. They talk about the expected release of U.S. Q3 GDP revision, PCE print for November, ISM manufacturing report, Black Friday, and Cyber Monday sales data, German consumer confidence and China's PMI data for November, and remarks from central bank governors. With markets focused on central bank reaction functions, these speeches and data points will form an important portion of the global economic outlook.  

00:05 Introduction and Welcome
 00:26 Overview of the Week Ahead
 01:21 Focus on U.S. Data
 02:09 Global Growth Data Insights
 02:48 Central Bank Governors' Commentary
 03:41 Weekend Sports Highlights
 04:20 Closing Remarks and Farewell
 04:41 Disclaimer and Legal Information

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023.  Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 17th November 2023.

Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 10th November 2023.

Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 3rd November 2023.

Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 27th October 2023.

Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 20th October 2023.

Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 13th October 2023.

Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 29th September 2023.

Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager,  outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 22nd September 2023.

Hosted by Matt Jones, Head of Distribution.

Please do email any questions or comments to sales@eurizonslj.com

Links
Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights

Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group.

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.