Our Insight

Weekly Podcasts

  • 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]

  • 6 DEC: Trump's appointments, Renzi repercussions PODCAST
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    6 DEC: Trump's appointments, Renzi repercussions

    After the resounding 'No' result in the weekend's referendum in Italy and with President-elect Trump announcing his proposed line up, our Chief US Economist, Lewis Alexander, chats with Bilal Hafeez, Head of Fixed Income Research in EMEA.
    [18:03]

  • 29 NOV: Are Euro-area elections the next shock? PODCAST
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    29 NOV: Are Euro-area elections the next shock?

    There is potential shock lying ahead in the Euro-area elections in 2017 and our Euro area economist, Anna Titareva, speaks will Bilal Hafeez on the possible volatility in the upcoming elections and how it may impact European economies.
    [15:10]

  • 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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