Show Notes
AI-related companies have helped to propel markets to record highs this year, but how much will AI reshape productivity, labour markets and economic growth? In this week’s podcast, Lukas Gehrig, Head of Quantitative Macro and Thematic Strategy, joins host Julien Lafargue, our Chief Market Strategist, to explore how much AI could penetrate people’s jobs and whether productivity gains can offset slowing demographic trends.
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As the Autumn Budget approaches, what will be the likely impact on the UK real-estate market? In this week’s podcast, Stephen Moroukian, our Real-Estate Financing Specialist, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they reflect on the latest developments in the mortgage market, the High Value Council Tax Surcharge, and where investors can still find opportunities in UK real estate.
As the government nears the Autumn Budget with limited fiscal headroom, what tax changes could be on the cards? In this week’s podcast, Luke Mayberry, Investment Strategist, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they reflect on the government’s difficult decisions ahead on tax, spending and borrowing.
While the US dollar is in a sweet spot, supported by a hawkish US Federal Reserve and an economy firing on all cylinders, how are the other major currencies faring? In this week’s podcast, Bhaskar Gupta, Head of FX, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they reflect on the latest moves in currency markets and the prospects for the US dollar, euro, yen and sterling.
As tech makes up about 37% of the S&P 500 – above its dot-com peak – a sell-off in the Magnificent 7 could have significant repercussions for the market. But how would investors know if the AI cycle is turning? In this week’s podcast, Nikola Vasiljevic, Head of Global Asset Allocation, joins host Julien Lafargue, Chief Market Strategist, as they discuss four signals and four scenarios for investors to watch out for and what it all means for portfolios.
There has been a significant decoupling between credit and rates, with investment grade and high yield spreads remarkably resilient amid substantial volatility in government bond yields. In this week’s podcast, Aleksandar Devic, Fixed Income Strategist, joins co-hosts Julien Lafargue, Chief Market Strategist, and Judiyah Amirthanathar, Market Strategist, as they discuss the fiscal challenges in major economies, corporate credit fundamentals and the recent surge in AI-related issuance.