Episodes

  • Markets Weekly podcast (23 March 2026): Real estate special

    Markets Weekly podcast (23 March 2026): Real estate special
    Mar 23 2026
    This week’s podcast features Stephen Moroukian, our real estate financing specialist, for an in-depth look at the latest property market developments. Listen in for expert insights on how the Middle East conflict is affecting UK fixed-term mortgage rates, as well as its potential impact on property prices – in both the UK and the UAE. Stephen also outlines the key changes of the Renters’ Rights Act, which is set to shake up the UK rental market when it takes effect in May. In addition, host Julien Lafargue looks at the wider market impact of the Middle East situation, and whether investment opportunities are emerging after recent market repricing.
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    Less than 1 minute
  • Markets Weekly podcast (16 March 2026): Market update on the Middle East

    Markets Weekly podcast (16 March 2026): Market update on the Middle East
    Mar 16 2026
    As the conflict in the Middle East enters its third week, our latest podcast examines the reaction across equity and bond markets, and the potential scenarios ahead. Julien Lafargue, Chief Market Strategist, is joined by Michel Vernier, Head of Fixed Income Strategy, to discuss the dramatic moves in rates and how the outlook for fixed income markets has shifted, including for private and public credit markets. Meanwhile, Dorothée Deck, Head of Cross Asset Strategy, considers how soaring oil prices have affected equity markets, as well as the potential impact on sectors and regions in a sustained energy shock.
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    Less than 1 minute
  • Markets Weekly podcast (9 March 2026): UK politics special

    Markets Weekly podcast (9 March 2026): UK politics special
    Mar 9 2026
    This week, Sonia Fernandes, our UK government relations and policy specialist, delves into the latest developments in UK politics – including the evolving relationship with the US, last week’s Spring Statement and the increasing uncertainty surrounding the future of the country’s leadership. Host Julien Lafargue, Chief Market Strategist, also gives an update on the conflict in the Middle East, from the potential impact of soaring oil prices to whether now could be a good entry point for investors.
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    Less than 1 minute
  • Markets Weekly podcast (2 March 2026): Investor implications of conflict in Iran

    Markets Weekly podcast (2 March 2026): Investor implications of conflict in Iran
    Mar 2 2026
    In this week’s podcast, Julien Lafargue, our Chief Market Strategist, discusses the joint attack on Iran by Israel and the US over the weekend, and the potential implications for global markets.
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    Less than 1 minute
  • Markets Weekly podcast (23 February 2026): What’s happening in credit markets?

    Markets Weekly podcast (23 February 2026): What’s happening in credit markets?
    Feb 23 2026
    Does recent volatility among software stocks signal a significant risk for the credit market? Michel Vernier, Head of Fixed Income Strategy, and Aleks Devic, Fixed Income Specialist, join Julien Lafargue to explore recent price action, examine the headlines about redemption limitations within private credit markets and to discuss how investors can build a sustainable credit portfolio.
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    Less than 1 minute
  • Markets Weekly podcast (16 February 2026): AI special

    Markets Weekly podcast (16 February 2026): AI special
    Feb 16 2026
    In this week’s podcast, Nvidia’s Simon See, joins host Julien Lafargue to reflect on the impact artificial intelligence and what his AI research work at the company suggests could happen next. Given that AI tailwinds that powered the market higher have turned into headwinds recently, we hope you find this informative.
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    Less than 1 minute
  • Markets Weekly podcast (9 February 2026): Fixed income special

    Markets Weekly podcast (9 February 2026): Fixed income special
    Feb 9 2026
    In this week’s podcast, Michel Vernier, Head of Fixed Income Strategy, joins host Julien Lafargue to reflect on recent central bank rate-setting meetings. What can we expect from the US Federal Reserve (Fed), European Central Bank and the Bank of England over the next few quarters? How did bond markets react to Kevin Warsh’s nomination as the next Fed chair? And what does Japan’s recent election result mean for investors?
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    Less than 1 minute
  • Markets Weekly podcast (2 February 2026): Currency market special

    Markets Weekly podcast (2 February 2026): Currency market special
    Feb 2 2026
    In this week’s podcast, Stefano Mascoli, Head of FX and Capital Markets in Monaco, joins host Julien Lafargue to discuss the drivers behind the recent sharp moves in currency markets. Are investors witnessing a structural shift in the US dollar? How much further could the yen rally? And what role did the prospect of a coordinated US–Japan intervention play in markets?
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    Less than 1 minute