Eurizon SLJ Capital

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the recent market focus on US data and the Federal Reserve's policy trajectory, and its implications for global economic policies in the coming week. They delve into the Fed's less hawkish than anticipated stance amid inflation concerns and its impact on market expectations, including equity and bond markets. The discussion extends to upcoming central bank meetings, particularly the Reserve Bank of Australia, and shifts in policy focus in response to economic data. They also explore the European Central Bank's position on rate cuts beyond June, influenced by the Fed's narrative and incoming economic data from Europe, including investor confidence and German economic indicators. The episode concludes with insights into the UK's economic outlook concerning the Bank of England's anticipated dovish bias and its implications for UK markets and mortgage holders. 00:00 Introduction to the Week Ahead with Eurizon SLJ Capital 00:30 Focus on US Data and the Fed's Trajectory 02:10 Global Central Bank Focus and Market Movements 02:44 The Fed's Influence on European Central Bank (ECB) Decisions 04:17 UK Economic Outlook and Bank of England Expectations 06:50 Closing Thoughts and Next Week's Preview The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the anticipated macroeconomic themes for professional investors, focusing on market volatilities and policy rates influenced by recent global PMI data, indicating significant economic activities across countries like India, UK, Japan, Australia, and the Eurozone. They highlight key economic data releases expected in the upcoming week from Germany, China, Japan, Norway, and Switzerland, emphasizing their potential impact on global markets. The discussion also covers expectations from the U.S. economic data, including ISM manufacturing and services data, ADP, JOLTS, and Non-Farm Payroll, and how these might influence the Federal Reserve's monetary policy, especially concerning interest rates and quantitative tightening. 00:00 Introduction to the Week Ahead 00:30 Market Volatility and Global Economic Focus 00:59 Key Economic Indicators and Data Releases 02:42 US Economic Data and Monetary Policy Focus 05:15 FOMC Meeting Expectations and Monetary Policy Analysis 07:32 Closing Remarks and Future Insights The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead,' Matt Jones and Neil Staines from Eurizon SLJ Capital delve into recent geopolitical events, earning season volatility, and the intersection of growth, inflation, and interest rates. They discuss the market's reaction to these factors, the IMF's upgraded global growth forecasts, and look ahead to next week's key economic indicators, including global PMIs, German IFO data, consumer confidence in the UK and France, and potential interventions by the Bank of Japan. The episode also covers major points for the US, including Q1 GDP data, the PCE inflation measure, and upcoming earnings releases from major tech companies. 00:00 Introduction to the Week Ahead 00:30 Geopolitical and Market Volatility Insights 01:49 Global Growth Forecasts and Economic Indicators 03:50 US Economic Focus: GDP and Inflation 05:09 Earnings Season and Market Expectations 06:39 Closing Remarks and Future Insights The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead,' Eurizon SLJ Capital offers a comprehensive outlook on the week ahead for professional investors, focusing on key macroeconomic themes. Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss various pivotal economic indicators and meetings poised to impact global markets, with a particular emphasis on the UK's financial landscape. They highlight the UK's employment report, CPI print, retail sales data, and the implications of Governor Bailey's upcoming speeches on the trajectory of UK interest rates. The dialogue also explores the U.S. economic outlook, particularly in response to recent CPI data and its potential effects on the Federal Reserve's mandate, retail sales, and Q1 earnings reports. Additionally, the episode covers significant economic developments in China and Germany, alongside an anticipation of the updated IMF World Economic Outlook. 00:00 Introduction to the Week Ahead 00:30 Focus on the UK: Economic Indicators and Rate Expectations 02:04 US Economic Outlook: Inflation, Growth, and Fed's Mandate 03:38 Global Economic Events: From Earnings to IMF Outlook 05:43 Closing Remarks and Future Insights The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead,' Eurizon SLJ Capital presents an analysis of the upcoming macroeconomic themes and central bank policies for professional investors. Host Matt Jones and Senior Portfolio Manager Neil Staines discuss recent economic data, including ISM manufacturing and services, and the implications for inflation and growth moderation. They touch upon Federal Reserve Chair Powell's recent comments on economic outlook and delve into upcoming data releases like Sentix data, UK GDP, and US sentiment. The discussion shifts to global central bank focuses, including the RBNZ, Bank of Canada, ECB, and Bank of England, and concludes with the Fed's awaited CPI print and its potential impact on future rate cuts. 00:00 Introduction to the Week Ahead 00:30 Review of Last Week's Financial Markets 01:50 Upcoming Data and Events to Watch 02:13 Global Central Bank Focus 05:10 U.S. Data and Policy: Key Focal Points 08:01 Closing Remarks and Future Insights The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead,' Neil Staines, Senior Portfolio Manager at Eurizon SLJ Capital, joins host Matt Jones to discuss the past week's global central bank meetings and their implications. They cover significant interest rate decisions and monetary policy shifts from central banks such as Brazil, the Czech Republic, Norges Bank, Taiwan, and Turkey. The focus shifts to upcoming economic indicators, including CPI inflation data from Australia, which could influence the Reserve Bank of Australia's stance amid pressures from supply side issues and high unit labor costs. Additionally, the episode examines Japan's economic outlook following the Bank of Japan's policy adjustments. Attention is also given to the Bank of England's recent decision to hold rates steady, indicating a dovish turn in UK monetary policy. The Federal Reserve's unchanged rate and projections for future rate cuts are analyzed for their potential impact on markets. The information presented aims at providing professional investors with insights into macroeconomic events and trends. 00:00 Introduction to the Week Ahead with Eurizon SLJ Capital 00:30 Global Central Bank Meetings Recap 01:15 Central Bank Focus: Australia and Japan 02:34 Bank of England's Monetary Policy Insights 05:12 The Federal Reserve's Rate Decision and Market Impact 06:44 Looking Ahead: Market Movements and Fed Speakers 08:04 Closing Remarks and Easter Break Announcement The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead' by Eurizon SLJ Capital, Matt Jones and Neil Staines dive into the macroeconomic themes and central bank activities planned for the upcoming week. They discuss various data releases from China, Germany's ZEW and IFO indicators, global flash PMIs, and anticipate significant movements from central banks including the RBA, SNB, Bank of Japan, Bank of England, and the FOMC. The discussion also covers expected inflation rates, potential shifts in policy direction, and the impact on markets. The podcast aims to provide professional investors with insights into upcoming economic events and market expectations. 00:00 Introduction: A Glimpse into the Week Ahead 00:30 Central Banks Take the Stage: A Global Overview 02:27 Diving into the UK's Economic Landscape 04:08 Shifting Focus to Japan: Monetary Policy Speculations 05:44 The United States and FOMC: A Critical Look 09:03 Closing Thoughts and Next Week's Anticipation The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The Long and Short of the Week Ahead', Matt Jones, Head of Distribution for Eurizon SLJ Capital, and Neil Staines, Senior Portfolio Manager, discuss the macroeconomic themes for the upcoming week, focusing on the UK's market outlook, the aftermath of the ECB meeting, and key U.S. data releases. They analyze the impact of recent UK's fiscal adjustments, the Bank of England and ECB's policy trajectories on inflation, growth expectations, and the potential for rate cuts. The discussion extends to the U.S. market's anticipation for CPI data, retail sales, and the Federal Reserve's policy direction. 00:00 Introduction and Welcome 00:30 UK's Economic Outlook 01:46 ECB Meeting and Market Reactions 03:55 US Market Guidance and Data 05:24 Weekend Sports Preview 06:20 Closing Remarks 06:46 Disclaimer and Final Notes The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

This episode of 'The Long and Short of the Week Ahead,' produced by Eurizon SLJ Capital, features Matt Jones and Neil Staines discussing global macroeconomic themes for professional investors. They delve into the ECB's monetary policy in light of recent data, anticipating continued caution rather than immediate rate cuts. In the UK, the focus shifts to the Spring Budget, highlighting its implications for fiscal outlook and growth, notably in an election year. The team also previews the US payroll week, a significant indicator of economic momentum, where average hourly earnings and jobs data will be under the spotlight. The episode concludes with light-hearted commentary on upcoming sports events and the Formula One season kickoff. Insights into monetary, fiscal, and macroeconomic dynamics offer listeners a comprehensive overview of what to expect in the coming week. Bloomberg UK Budget Game: https://www.bloomberg.com/features/2024-uk-budget-game/ 00:00 Introduction and Welcome 00:30 Discussion on ECB and Monetary Policy 02:09 UK's Budget Week and Fiscal Trajectory 04:16 US Payroll Week and Growth Trajectory 06:00 Weekend Sports Highlights 06:47 Conclusion and Farewell 07:12 Disclaimer and Legal Information The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In the edition of 'The Long and Short of the Week Ahead', a production of Eurizon SLJ Capital, Matt Jones and Neil Staines discuss the upcoming slower week for dominant global macroeconomic data releases. They note a possible shift of focus from the US to Japan, specifically focusing on the release of the Japanese CPI for January and the implications for the removal of negative interest rate policies. Australian CPI and the RBNZ's expected unchanged rates are also highlighted. The conversation continues into high profile equity moves in the U.S. and discusses the impact of China reopening after the New Year. Upcoming U.S. events, like the release of PCE inflation and U.S. ISM manufacturing, are also expected to hold significance. Lastly, they discuss upcoming sports events for the weekend. 00:00 Introduction and Welcome 00:29 Global Macroeconomic Data Releases 00:49 Focus on Japan's Economy 02:04 Australian CPI and RBNZ Rates 02:27 Equity Market Sentiment 03:01 China's Economic Outlook 04:13 US Monetary Policy Trajectory 05:48 Weekend Sports Highlights 06:41 Closing Remarks and Future Insights 07:00 Disclaimer The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

In this episode of 'The long and short of the week ahead' presented by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macroeconomic factors that will impact the world economy in the coming week. They discuss the minutes from the meetings of various central banks including the RBA, ECB and FOMC, indicating how they may influence their policies. They also delve into data releases and how they will shape the ongoing central bank debate, with a particular emphasis on PMI and ECB negotiated wage settlement data. The podcast also addresses key events impacting the global equity markets, like AI developments and the Chinese New Year celebrations. Matt and Neil then discuss their personal plans for the weekend, which broadly cover sports events. 00:00 Introduction and Welcome 00:24 Central Bank Policy Meeting Minutes 00:56 RBA, ECB, and FOMC Meeting Insights 02:50 Data Releases and Central Bank Debate 03:20 Global PMI Data and ECB Wage Settlement Data 04:11 Market Factors and Events 04:29 Equity Market and AI Momentum 05:00 Return of China and Market Sentiment 05:44 Weekend Sports Highlights 06:40 Closing Remarks and Future Outlook 07:07 Disclaimer and Legal Information The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

The Long and Short of the Week Ahead: Macroeconomic Themes and Central Bank Decisions In this podcast by Eurizon SLJ Capital, Matt Jones and guest Neil Staines discuss the evolving central bank scenario, where policy remains restrictive and inflation falls. They delve into themes like the current global macro debates, including seasonal anomalies and whether there's been an upward shift in R star (natural rate of interest). The dialogues cover monetary transmission issues in the U.S and the data expected in the week ahead, including leading indicators from Germany and the U.S. The effect of these data releases on the economic debates are also dissected. Staines also underlines the significance of the U.K's weekly data in shaping the Monetary Policy Committee's future decisions. The discussion wraps up by spotlighting the upcoming sports events in both U.K and U.S, and by extending wishes to Chinese listeners for the New Year. 00:05 Introduction and Welcome 00:28 Central Bank Decisions and Communications 01:23 Current Macroeconomic Debates 02:44 Upcoming Data and its Impact 03:57 Focus on the UK Economy 05:18 Celebrating Chinese New Year 05:50 Weekend Sports Highlights 06:43 Closing Remarks and Farewell 07:08 Disclaimer and Legal Information The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Hosts Matt Jones and Neil Staines discuss of a range of macroeconomic themes for the upcoming week. They review last week's significant data events and reflect on the dovish commentary by both the Fed and the Bank of England. The hosts anticipate the RBA's economic outlook and plan to observe revisions to global growth and inflation by the OECD. They also discuss the data for the forthcoming week and the prints for the upcoming week, including the Eurozone Sentix, American ISM services and China's CPI, and PPI. 00:08 Introduction and Welcome 00:33 Reflections on the Previous Week's Data 00:49 Insights into the Federal Reserve and Bank of England's Policies 02:07 Impacts on Equities and Rates 02:24 Focus for the Week Ahead 03:20 Upcoming Data and Market Indicators 04:26 Sports Highlights for the Weekend 05:13 Closing Remarks and Goodbyes 06:09 Disclaimer and Legal Information The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Host Matt Jones of Eurizon SLJ Capital and guest Neil Staines, a Senior Portfolio Manager, discuss the macroeconomic themes of the upcoming week in this 2024 podcast episode. Topics include releases of global data such as the Eurozone GDP, Eurozone CPI, and PMI data from China, as well as the narratives from ECB, Bank of England, and Fed meetings. U.S. labor market data is also covered, as well as major tech companies' earnings reports. Staines also shares his predictions for the short-term future of the global economy, and the hosts end with an outline of upcoming sporting events they will be tracking over the weekend. 00:05 Introduction and Welcome 00:33 Overview of the Week's Macroeconomic Themes 00:55 Global Data and Central Bank Updates 01:34 Expectations from the Bank of England and the Fed 03:25 Impact of US Data on Market Reactions 04:21 Q4 Earnings Season and Tech Giants' Performance 05:14 Weekend Sports Highlights 05:52 Closing Remarks and Disclaimer The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Join Matt and his guest in the final podcast of 2023 as they reflect on the year's last stretch and promise an impactful conclusion. The hosts discuss the shocking realization of being at the podcast's year-end, setting the stage for a dynamic and insightful episode. Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group. The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

The Long & Short of the Week Ahead: Key Market Analysis In this production by Eurizon SLJ Capital, Matt Jones, Head of Distribution, and Neil Staines, Senior Portfolio Manager, discuss the macro-economic themes for the week ahead relevant to professional investors. Key highlights include November's European inflation trends, data and policy trends for December, with focused attention on Europe, Asia, and the U.S. They discuss the rate repricing in Europe, Asian markets' reaction to the Resilient Banking Authority's action, and the importance of U.S. rate markets. They continue their attention to job creation trends, labor supply improvements, and potential shifts in the unemployment rate. The discussion concludes with anticipations for the next week's developments, with each region possessing unique risks and opportunities. 00:05 Introduction and Welcome 00:35 Review of the Previous Week 01:22 Focus on Europe: Economic Trends and Predictions 02:19 Asia's Economic Outlook: Central Bank Actions and Market Trends 03:13 US Market Focus: Fed Chair Speech and Job Market Analysis 04:27 Weekend Sports Highlights 05:07 Closing Remarks and Future Outlook Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group. The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

The Long & Short of the Week Ahead: Tracking Global Macroeconomic Trends and Data In this episode of 'The Long & Short of the Week Ahead', Matt Jones and Neil Staines from Eurizon SLJ Capital discuss the key macroeconomic themes for the upcoming week. They talk about the expected release of U.S. Q3 GDP revision, PCE print for November, ISM manufacturing report, Black Friday, and Cyber Monday sales data, German consumer confidence and China's PMI data for November, and remarks from central bank governors. With markets focused on central bank reaction functions, these speeches and data points will form an important portion of the global economic outlook. 00:05 Introduction and Welcome 00:26 Overview of the Week Ahead 01:21 Focus on U.S. Data 02:09 Global Growth Data Insights 02:48 Central Bank Governors' Commentary 03:41 Weekend Sports Highlights 04:20 Closing Remarks and Farewell 04:41 Disclaimer and Legal Information Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 24th November 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group. The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 17th November 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group. The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 10th November 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group. The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.

Neil Staines, Senior Portfolio Manager, outlines his thoughts in the Long & Short of the Week Ahead. Recorded on the 3rd November 2023. Hosted by Matt Jones, Head of Distribution. Please do email any questions or comments to sales@eurizonslj.com Links Find more Eurizon SLJ insights and content at www.eurizonsljcapital.com/insights Views accurate as at the time of publication. Opinions expressed by the speakers are their own and do not necessarily reflect those of Eurizon SLJ Capital Limited, Eurizon Capital SGR or the Intesa Sanpaolo Group. The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives.