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How might tensions, tariffs and Trump influence the trade backdrop for businesses?
In this episode, Rowan Austin, Head of Trade Origination & Advisory is joined by Aastha Gupta, European Economist; Brian Daingerfield, Head of G10 FX Strategy, Americas; and Scott Livingstone, International Advisor, for an in-depth look at the macro factors affecting global trade, the key geopolitical flashpoints to watch, and how businesses can get ahead of the major factors likely to affect supply chains in 2025.
Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2025.
NB: This was recorded at the Soho Hotel, London UK on 20 November 2024.
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It’s fair to say that 2024 should be known as “The Year of the Ballot Box”, with more than 50 elections having taken place worldwide. In some cases, we think the outcome of those elections could bring about big swings in the direction of policy in 2025.
What could that mean for markets and the economy? In this episode, journalist and podcaster Tim Phillips is joined by Ross Walker, Head of Global Economist and Chief UK Economist; Paul Robson, Head of G10 FX Strategy, EMEA; Joann Spadigam, European Rates Strategist; and Philippe Bradshaw, Head of Syndicate Portfolio and Risk Management Capital Markets, for a lively discussion around some of the big questions looming over the outlook: Are markets underestimating the inflationary impact of fiscal policy? Where will terminal rates land – and will relative rates continue to drive FX? And will fixed income investor appetite wane amidst still-high rates and a potential glut of sovereign bond supply?
Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2025.
NB: This was recorded at Soho House, London UK on 20 November 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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With so much change afoot across the global political landscape, where do we see global climate policy and ESG heading in 2025?
Arthur Krebbers, Head of Corporate Climate & ESG Capital Markets joins Vishal Saxena, Vice President – Climate and ESG Capital Markets, and Shubha Samalia, ESG Macro Strategist, for a closer look at the direction of travel of ESG and climate policy. They discuss how businesses should factor this shifting landscape into their sustainability strategies, and take stock of some of the new ESG innovations making waves in global markets.
Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2025.
NB: This was recorded on 21 November 2024.
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In this special edition of The Currency Exchange, host Brian Daingerfield is joined by Paul Robson for a closer look at sterling and the US dollar as we head into 2025.
Where 2024 was characterised by political change, markets will examine the follow-on in 2025 – what higher fiscal commitments may do to inflation targets, bank rates and, ultimately, the relative performance of currencies. In the US, that means contending with Trump 2.0, while in the UK unprecedented fiscal commitments may help sterling’s current strength. Lastly they touch on how China-related risks might affect the fortunes of the Australian and NZ dollars, and whether the Canadian currency may diverge from the US dollar.
Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2025.
NB: This was recorded on 21 November 2024.
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In this special edition of Bondcast, Imogen Bachra is joined by Brian Daingerfield and Joann Spadigam to discuss some key themes from our Year Ahead 2025 report, an in-depth guide to what will be shaping economies and markets over the coming 12 months. Following a year of change at the ballot box, new governments have made political promises and fiscal commitments, with increases to government debt on the horizon. How these decisions affect inflation and therefore terminal bank rates is an open-ish question… but the answer is not lower. Finally, they discuss the political backdrop going into 2025, and crucially, how markets are thinking about Trump 2.0.
Remember to hit subscribe so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2025.
NB. This episode was recorded on 21 November 2024
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We’re delighted to bring you episode three of our Women in Sustainability podcast series - the series designed to celebrate the social, economic, cultural, and political achievements of women working in the field of sustainability.
For this episode, our host Tonia Plakhotniuk, is joined by two more exceptional women:
• Nadia Humphreys, Bloomberg
• Clémence Humeau, AXA Investment ManagersTo get future episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content insightful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 9 April 2024.
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We’re delighted to bring you episode two of our new Women in Sustainability podcast series. The series, designed to celebrate the social, economic, cultural, and political achievements of women working in the field of sustainability.
The second episode, facilitated by your host Tonia Plakhotniuk, includes two more exceptional women:
Nadia Nikolova, Managing Director, Lead Portfolio Manager in Developing Finance and Impact Credit, Allianz Global InvestorsKatherine Stodulka, Partner, SYSTEMIQTo get future episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content insightful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 9 April 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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With so much conflict happening around the world, what should businesses focus on? In this episode John Briggs and NatWest International Advisor Scott Livingstone analyse the conflict in Gaza and discuss the wider context of the Middle East. In a US election year, President Biden is facing pressure over other geopolitical issues, including from China and Ukraine. Finally, they predict what else may happen as we progress through 2024.
NB: This was recorded on 6 March 2024.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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In celebration of International Women’s Day (IWD), we’re delighted to launch our new Women in Sustainability podcast series. The series, dedicated to women working in the field of sustainability, is inspired by the aims of IWD, to celebrate the social, economic, cultural, and political achievements of women.
In our first episode, Tonia Plakhotniuk interviews three exceptional women who work on advancing sustainability at NatWest:
• Caroline Haas, Head of Global Climate and ESG Capital Markets
• Dr Maria Carvalho, Head of Climate Economics and Data for NatWest Group
• Supriya Sobti, NatWest Group’s Climate and Purpose Lead
To get future episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content insightful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 27 February 2024.
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Geopolitical risk has risen sharply over the past year – and in recent months concerns have intensified around the prospect for further escalation across a range of geographies and dimensions. Our International Advisor and geopolitics expert Scott Livingstone, Co-Head of G10 FX Strategy Brian Daingerfield, and Global Head of Global Head of Economics & Markets Strategy John Briggs discuss the recent conflict in Israel, the effects on trade of ongoing flashpoints, and whether new geopolitical tensions will arise in the year ahead.
Remember to hit follow so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024.
NB: This was recorded on 1 November 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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As we look ahead to a year marked by slow economic growth, lower rates and (hopefully) inflation, the path forward for companies is far from certain. Will lower interest rates spur more capital expenditure? Or, might firms wish to review their investment plans until the fortunes of the world economy are better known? Our Head of Debt & Financing Solutions Carla Floyd, Head of Global Economics Ross Walker, Head of Non-Dollar Rates Strategy Imogen Bachra, and Head of G10 FX Strategy EMEA Paul Robson paint a picture of the economic and market landscape to help businesses navigate the uncertainty in the year ahead.
Remember to hit follow so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024.
NB: This was recorded on 10 November 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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The resilience of markets and financial institutions was tested at various times throughout 2023, raising concerns about the health of the global financial system. Will those concerns persist in the year ahead? Our Head of Primary Capital Markets James Tayler, Head of Non-Dollar Rates Strategy Imogen Bachra, and US Rates Strategist Jan Nevruzi discuss central bank strategies in the US, UK and Europe, and share their views on the potential implications for the banking sector and for fundraising in 2024.
Remember to hit follow so you can listen to the latest episode in this series as soon as they're available and navigate to natwest.com/yearahead to get our views on the big themes and events moving markets and shaping the economy in 2024.
NB: This was recorded on 31 October 2023.
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How should businesses approach AI adoption? Should they build, buy, partner – or neither? Where should they start, and which verticals are the low hanging fruit?
In our second episode dedicated to the fascinating world of artificial intelligence, host John Briggs is joined by Shaun Johnson and Richard Socher, both partners at AIX Ventures, a seed stage venture capital firm partnering with AI startups and practitioners. They share their investment approach, what they look for in companies and technologies and, as investors in more than 50 businesses, how they think organisations should approach AI and how to truly harness it.
NB: This was recorded on 28 September 2023.
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Tyler Mayzes spends 5 minutes reflecting on the key ESG themes that emerged from this year’s B20 summit, hosted in India.
For more on the key ESG trends shaping the market, be sure to check-out our September newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/sustainability-reporting-corporates-facing-csrd.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 28 September 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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Tonia Plakhotniuk spends 5 minutes reflecting on the official recommendation by the European Commission on Transition Finance, published over the summer.
To access our monthly Sustainable Finance Policy and Regulation Round-up, be sure to click the link: https://www.natwest.com/corporates/insights/regulation/european-securities-market-supervisor-sets-expectations.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 18 Sept 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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Douglas Shuffman spends 5 minutes discussing the key insights from our Global Sustainable Fixed Income Investor Survey. The survey included 225 asset managers involved in making or executing fixed income investment decisions and implementing related ESG strategies.
To access the full survey, be sure to click the link: https://www.natwest.com/corporates/insights/sustainability/climate-risks-and-opportunities.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 15 Aug 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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Nick Bulloch spends 5 minutes reflecting on the Science Based Targets initiative (SBTi) new Supplier Engagement Guidance, and the key considerations for Corporates when incorporating Scope 3 into sustainable finance.
For more on the key ESG trends shaping the market, be sure to check-out our July newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/increasing-guidance-on-supply-chain-engagement-in-order-to-target-scope-3-emissions.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 27 July 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html
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Niceasia Mc Perry spends 5 minutes reflecting on the importance of social bonds, in the sustainability debt market, and why they should not be overlooked.
For more on the key ESG trends shaping the market, be sure to check-out our June newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/european-professional-investors-embrace-social-bonds.html
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 21 June 2023.
Reference: ‘The first ever social bond in the US consumer auto-lending..’ statement, was taken from the following: https://www.globenewswire.com/en/news-release/2022/04/29/2432804/0/en/Tricolor-Issues-First-Ever-Social-Bond-in-U-S-Consumer-Auto-Lending-to-Empower-Mobility-in-Underserved-Hispanic-Communities.html
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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In this episode of The Big Questions, John Briggs and NatWest's Director of Innovation & Partnerships, David Grunwald, take a closer look at the role Artificial Intelligence will play in reshaping society, the way we work, and the economy longer term. They discuss some of the ways that businesses can prepare for AI and reduce the risks these technologies can bring.
Remember to hit 'follow' so you can listen our latest episodes as soon as they’re available.
NB: This was recorded on 23 June 2023. For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our full disclaimer here: https://www.natwest.com/corporates/disclaimer.html -
Tyler Mayzes spends 5 minutes revisiting the EU’s ‘Fit for 55’ package. He talks talk through three key components: a carbon border tax; a carbon price for petrol and home heating; a just transition fund.
For more on the key ESG trends shaping the market, be sure to check-out our May newsletter: https://www.natwest.com/corporates/insights/sustainability/corporate-esg-monthly/eu-parliament-adopts-key-laws-as-part-of-fit-for-55-package.html?q=slb&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
To get the latest 5 in 5 episodes as soon as they’re available, remember to hit ‘subscribe’, and if you found the content useful click ‘like’ so it’s easier for others to find.
NB: This was recorded on 25 May 2023.
For any terms used please refer to this glossary: https://www.natwest.com/corporates/insights/markets/glossary.html?q=glossary&brand=NATWEST§ion=corporates&enginekey=Qwsq9cprFbyz_uyU-zZZ
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