Research led podcasts
Eurizon SLJ is renowned for its in-house macroeconomic analysis and quantitative modelling. Our research capabilities allow the firm to generate insights on important global economic and policy issues, which are crucial to supporting the investment process. Listen to our latest podcasts below.
Idea Jeneration: Are defaults in China a good thing?
Stephen Jen discusses why recent defaults in China should not be a concern for investors…
Idea Jeneration: What does supply and demand look like in the China onshore bond market?
Stephen Jen discusses supply and demand in the China bond market, and why it could be time for investors to enter the market…
Episode 8: The Long & Short of the Week Ahead
Episode 8: From the ECB’s highly anticipated June meeting to the Bank of Canada and the wider implications of China’s trade data, join Neil Staines…
Idea Jeneration: Why should China onshore bonds be considered a safe-haven asset?
Stephen Jen discusses the characteristics of China bonds, and why they should be seen as safe havens…
Episode 7: The Long & Short of the Week Ahead
Episode 7: From China’s May PMI and the upcoming RBA meeting to the US employment report for May, join Neil Staines…
Idea Jeneration: categorising China – the winner of 2020?
Stephen Jen discusses how China ‘won’ 2020 and is on the upper leg of the post-pandemic ‘k’-shaped recovery…
Episode 6: The Long & Short of the Week Ahead
Episode 6: With a quieter week ahead for major data releases, Neil Staines focuses on the key themes influencing markets.
Idea Jeneration: Is the term ‘Emerging Markets’ outdated?
In this episode, we ask Stephen if the term ’emerging markets’ is now outdated…
Episode 5: The Long & Short of the Week Ahead
Episode 5: From China data prints and UK unemployment and inflation figures, to Europe’s upcoming PMI release, join Neil Staines…
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Our written research products aim to provide unique and orthogonal insights on key global economic and policy issues in a timely fashion.
