Name: Episode 2: Which dominant economic shock will fade first?
Start: 2022-06-10T16:00:00Z
End: 2022-06-10T16:00:08.000Z
Location: BrightTALK
Rating: 0

Eurizon SLJ is renowned for its in-house macroeconomic analysis and quantitative modelling. Our research capabilities allow us to generate insights on important global economic and policy issues, which are crucial to supporting investment decisions. 

Through our channel, we share macroeconomic and market insights across developed and emerging markets, China, fixed income and currencies. 

In our third 'Renminbi Review' episode, we outline our thoughts on the current market & macroeconomic events affecting the China onshore bond market.

The content was accurate as of 3rd August 2022.

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

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.

Episode 3: Renminbi Review - The property sector and our currency outlook

In our third Macro Monthly episode, we outline our thoughts on current macroeconomic events and explore three key topics for the month ahead:

- Proximity of inflation, Fed pricing and the USD peaks?
- The dollar to peak, maybe.  
- Just as the US and Europe slow, China’s economy will accelerate. 

Content written on 6th July 2022.

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

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.

Episode 3: Just as the US and Europe slow, will China’s economy accelerate?

The Long & Short of the Week Ahead is a weekly macroeconomic podcast. This episode was recorded on Friday 24th June 2022.

In this episode, Neil Staines, Senior Portfolio Manager, outlines his thoughts on the Long & Short of the Week Ahead.

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.

Will this be a P.I.G. week for markets?

The Long & Short of the Week Ahead is a weekly macroeconomic podcast. This episode was recorded on Friday 17th June 2022.

In this episode, Neil Staines, Senior Portfolio Manager, outlines his thoughts on the Long & Short of the Week Ahead.

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.

What can we expect from Central Banks this week?

The Long & Short of the Week Ahead is a weekly macroeconomic podcast. This episode was recorded on Friday 10th June 2022. 

In this episode, Neil Staines, Senior Portfolio Manager,  outlines his thoughts on the Long & Short of the Week Ahead.

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.

How is the evolution of the inflationary reaction function playing out?

In our second 'Renminbi Review' episode, we outline our thoughts on the current market & macroeconomic events affecting the China onshore bond market.

The content was accurate as of 6th June 2022. 

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

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.

Episode 2: How will the recent policy announcements impact Chinese markets?

The Long & Short of the Week Ahead is a weekly macroeconomic podcast. This episode was recorded on Friday 27th May 2022. 

In this episode, Neil Staines, Senior Portfolio Manager,  outlines his thoughts on the Long & Short of the Week Ahead.

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.

New Episode: Are the odds of a soft landing in the US improving?

The Long & Short of the Week Ahead is a weekly macroeconomic podcast. 

In this episode, Neil Staines, Senior Portfolio Manager,  outlines his thoughts on the Long & Short of the Week Ahead.

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.

Has the Fed tightening cycle been fully priced by markets?

In our first 'Renminbi Review' episode, we outline our thoughts on the current market & macroeconomic events affecting the China onshore bond market and explore four key topics:

- The NPC meeting set a high growth target, implying aggressive easing policies for the year.    
- Demand is yet to improve; the economy is facing downward pressure.  
- The compressed yield spread between the US and China will not undermine the attractiveness of Chinese assets and the RMB.  
- Vice prime minister He Liu chairs State Council financial stability and development committee meeting on 16th March.   

The content was written on 6th May 2022. 

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

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.

Episode 1: Will China's high growth target result in aggressive policy easing?

In our first Macro Monthly episode, we outline our thoughts on current macroeconomic events and explore three key themes:

- USD: A structural 'Dollar Smile' trough?
- Low Sharpe Ratio market - peak uncertainty?
- PBOC: the Bundesbank of Asia

Content written on 6th May 2022. 

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

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.

Episode 1: USD - A structural 'Dollar Smile' trough?

China’s 17-trillion-dollar bond market has become too big for investors to ignore. Having demonstrated emerging market like returns, with developed market like risk characteristics - can China onshore bonds be considered a new safe-haven asset?

In this webinar, Stephen Li Jen (co-CIO & lead portfolio manager) explores this unique asset class and introduces the Eurizon SLJ Bond Aggregate RMB Fund - the first UK domiciled China onshore bond fund. 

For professional investors only.  (UK Only).

China onshore bonds - a new safe-haven asset?

In our second Macro Monthly episode, we outline our thoughts on current macroeconomic events and explore three key themes:

- Which dominant shock will fade first?
- US inflation math: 3 + 5 = 8?  
- What is a ‘hard landing’?  

Content written on 6th June 2022.

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

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.

Episode 2: Which dominant economic shock will fade first?

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Episode 2: Which dominant economic shock will fade first?

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