Our Insight

Weekly Podcasts

  • 27 MARCH: Article 50 and its market implications  PODCAST
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    27 MARCH: Article 50 and its market implications

    The UK will trigger Article 50 on 29 March and how the talks will be conducted is likely to move markets. Jordan Rochester, FX Strategist, talks to George Buckley, UK Economist, on what investors should expect after the UK triggers Article 50. [6:00]

  • 20 MARCH: Bank of Japan's monetary policy  PODCAST
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    20 MARCH: Bank of Japan's monetary policy

    The Bank of Japan currently has a different monetary policy stance than most countries. To help us better understand Japan's monetary policy and its impact on financial markets, Naka Matsuzawa, Chief Japan Rates Strategist, speaks to Bilal Hafeez, Head of Fixed Income Research in EMEA. [13:00]

  • 13 MARCH: What is next for South Korea?  PODCAST
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    13 MARCH: What is next for South Korea?

    It's not often South Korean politics is in the international spotlight, but things have changed since the impeachment of its president. Young Sun Kwon, Senior Korean Economist, speaks to Bilal Hafeez, Head of Fixed Income Research in EMEA, about the geopolitical situation in the Korean Peninsula. [16:00]

  • 6 MARCH: Where is the US economy heading now? PODCAST
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    6 MARCH: Where is the US economy heading now?

    Last week was a big week for the US economy – Donald Trump addressed Congress and Janet Yellen suggested that a rate hike is imminent. To discuss the market moving factors from these speeches Lewis Alexander, our Chief US Economist, speaks to Bilal Hafeez, Head of Fixed Income Research in EMEA. [18:00]

  • 27 FEB: UK's economy after Brexit  PODCAST
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    27 FEB: UK's economy after Brexit

    What happened to the supposed growth collapse after Brexit? Is it a case of the numbers not filtering through yet or has the UK economy dodged a bullet? Bilal Hafeez, Head of Fixed Income Research in EMEA and George Buckley, Chief UK Economist, discuss the UK economy after Brexit. [8:40]

  • 20 FEB: Nomura's guide to the French election  PODCAST
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    20 FEB: Nomura's guide to the French election

    The French Presidential election, to be held on 23 April and 7 May, is a key political risk this year. Charles St-Arnaud, Senior International Economist and Bilal Hafeez, Head of Fixed Income Research in EMEA, discuss the ins and outs of the French election. [12:54]

  • 14 FEB: Trump’s policies and the weak dollar PODCAST
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    14 FEB: Trump’s policies and the weak dollar

    Many investors appear to be beguiled by Trump’s promises of fiscal stimulus and de-regulation and are showing a high level of confidence for a stronger dollar. However, the reality might be very different than what the consensus might perceive. Bilal Hafeez outlines factors likely to drive the dollar lower. [16:59]

  • 6 FEB: A shift in the global inflation regime PODCAST
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    6 FEB: A shift in the global inflation regime

    An erosion of spare capacity and a slow-burn “de-globalisation” of the world economy may push inflation higher than forecasters expect. Andy Cates, Chief Euro-area Economist, and George Buckley, Chief UK Economist, discuss the forces propelling global inflation.
    [11.45]

  • 30 JAN: 'America First' and emerging markets PODCAST
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    30 JAN: 'America First' and emerging markets

    Fiscal stimulus, trade protectionism, tougher immigration rules and foreign policy are at the heart of President Trump’s agenda. Inan Demir, Senior Emerging EMEA Economist, discusses which markets are most vulnerable, with Andy Cates, Chief Euro-area Economist.
    [10.30]

  • 23 JAN: What's driving eurozone optimism? PODCAST
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    23 JAN: What's driving eurozone optimism?

    Eurozone growth and inflation data look to be surprising the consensus. Our Chief Euro-area Economist, Andy Cates, outlines domestic and global demand, the ECB’s options, protectionism and the potentially destabilising eurozone elections, as he speaks with Jordan Rochester.
    [11:30]

  • 16 JAN: Can the UK have its cake and eat it too? PODCAST
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    16 JAN: Can the UK have its cake and eat it too?

    Economics is increasingly driven by politics. Today's podcast explores Teresa May's speech, the rhetoric on free-trade agreements, immigration restrictions and the possible market impact of the Supreme Court ruling, with Bilal Hafeez in conversation with Jordan Rochester.
    [13:21]

  • 9 JAN: The weak dollar revolution could be tweeted PODCAST
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    9 JAN: The weak dollar revolution could be tweeted

    Ahead of next week's Trump inauguration, we look at his proposals on international trade which could signal one of the largest reversals in US bipartisan policy in decades and see a weak dollar policy.
    [15:45]

  • 19 DEC: What are we expecting for 2017? PODCAST
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    19 DEC: What are we expecting for 2017?

    In this week's podcast, Kevin Gaynor, Head of International Research, joins Bilal to discuss how the markets have moved over the course of the past year, as well as his predictions for the US economy.
    [16.20]

  • 13 DEC: Will politics trump economics in Asia? PODCAST
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    13 DEC: Will politics trump economics in Asia?

    In this week's podcast, we explore the likely impact global political changes will have in Asia in 2017 in a conversation with our Asian Economist, Rob Subbaraman. .
    [19:50]

  • 22 NOV: Investing in the new politics of 2017 PODCAST
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    22 NOV: Investing in the new politics of 2017

    In the first in our series of weekly economic podcasts, Bilal Hafeez, Head of Fixed Income Research in EMEA, outlines 14 factors likely to drive continuing geopolitical uncertainty in 2017.
    [10:07]

Connecting Markets

  • Map Tokyo London

    Mitsui Sumitomo Insurance / Amlin

    Financial Advisor to Mitsui Sumitomo Insurance on its acquisition of Amlin

  • Map Osaka Missouri

    Panasonic / Hussmann

    Financial Advisor to Panasonic on its acquisition of Hussmann

  • Map Tokyo Almere

    Recruit Holdings / USG People

    Sole Financial Advisor to Recruit on its acquisition of USG People 

  • Map Turin SaoPaulo

    ASTM-SIAS / Ecorodovias-Vem ABC

    Sole M&A Advisor to ASTM and SIAS on the acquisition of a majority stake in Ecorodovias and Vem ABC 

  • Map Osaka Washington

    Daikin / Flanders

    Sole Financial Advisor to American Air Filter, a wholly owned subsidiary of Daikin, on its acquisition of Flanders

  • Map NewOrleans Paris

    Sazerac / Paddy Whiskey (Pernod-Ricard)

    Sole Financial Advisor to Pernod Ricard 

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