Trader TV

Podcast with Valérie Noël, head of trading at Syz Group, discusses the potential effects of central bank meetings in the US, UK, Switzerland and Japan this week, as macro triggers continue to be a major driver of directionality and volatility.

The Market Data + Services department at Deutsch Boerse disseminates Eurex real time and historical datasets direct from the source. They also leverage the granular market data from Eurex to develop meaningful analytics that potentially optimises trading strategies across the buy side and sell side. This collaborative relationship with Eurex supports the provision of data and analytics that Eurex traders and market participants need.

Head of quant analytics, Stefan Schlamp outlines the key advantages this union is delivering to clients now and in the future.

Podcast with Carl Tannenbaum vice president and chief economist at Northern Trust.

Podcast with J.P. Morgan’s Chi Nzelu, head of macro e-commerce, and Scott Wacker, head of global e-commerce sales, analyse the thinking behind the numbers this year which reveal a continued growth of electronic trading, a real application of artificial intelligence within market players, and the greatest risks that traders face this year.

Podcast with Supriya Menon, head of multi-asset strategy for Europe, the Middle East, and Africa at Wellington Management, discusses how she will be approaching the upcoming week, including how she’ll be preparing for the eagerly anticipated European Central Bank (ECB) interest rate decision on March 7 and dissecting any signals the bank provides on this year’s rate path.

Ed Wicks, global head of trading at Legal & General Investment Management, discusses how his trading desk will be preparing for the week ahead amid the expected heavy Gilt supply (UK government bonds) and the upcoming MSCI index rebalancing.

Podcast with Tim Lucas, UK equity fund manager and research analyst at Newton Investment Management, discusses how his firm navigates the challenging liquidity environment in UK equities and the struggling primary markets.

Join us this week on Trader TV where we speak to Nick Eisinger, co-head of emerging markets active fixed income fund at Vanguard, unpacks his views on a struggling Chinese economy and the wider implications on global markets. Despite the growing concerns for the world's second-largest economy, he says it “doesn’t mean there are no trades in China” and discusses where there could be potential for the upside.

Dan Farrell, senior portfolio manager at Northern Trust Asset Management, warns that hopes of a soft-landing are at risk from being disrupted by the escalating war in the Middle East and advises desks to prepare for some major liquidity events coming up this year.
Following on from a bumper week for data and central bank interest rate decisions, from the Federal Reserve and the Bank of England, Farrell discusses how markets are cautiously optimistic that rates have peaked but says that geopolitical tensions could still hinder the battle against inflation.

Podcast with Alex Koutny, head of International Rates at Vanguard, warns that markets should tread cautiously ahead of central banks interest rates decisions as fears grow over reacceleration of inflation.

Koutny discusses how his buy-side desk is positioned ahead of a busy week and how he expects markets to react to the central banks Federal Reserve and Bank of England’s long-anticipated first interest rate decisions of 2024.

We speak to Sarah Harrison from Allspring Investment Management about the week ahead.

Podcast with Robert Daly, director of fixed income at Glenmede Investment Management, discussing the challenging start to the year across markets and where he is placing his chips going into this week. He also provides his outlook on credit; he predicts where he thinks yields will be in six months, and unpacks why he thinks bond issuance will see a strong pickup this year.

Join us this week when we speak to Charles-Henry Monchau, chief investment officer at Syz Group, discussing how traders could have a busy week for December standards as they wrap up the year.

oin us this week on Trader TV as we speak to Mezhgan Qabool, Eurex and Olivier d'Assier, Axioma, as we take a look at the key drivers of risk in European and Asa Pacific markets this year, and the potential options for investors in order to position their portfolios to manage those risks, we see that interest rate and index products are proving increasingly popular instruments.

Podcast with Laurent Ischi, director for AiEX and Workflow Solutions for APAC at Tradeweb tells us how the trend is spreading and expanding in Asia Pacific, as trading activity in the region's bond markets is being accelerated by hedge funds and asset managers engagement with swaps and cash bonds, alongside greater dealer auto-quoting which allows for more efficient execution.

Podcast with Lisa Sherchan, equities trader at Northern Trust, discusses how her background of growing up around the Queen’s Gurkha Engineers, a unit of the British Army, has allowed her to better manage working in a high-pressure environment and shaped her approach to working with her team on the trading desk.

Podcast with Manuel Hayes, senior portfolio manager at Insight Investments, talking about how markets could expect some volatility this week as these central banks make their final interest rate decisions for 2023. He also talks through how traders can make the most of a challenging liquidity environment as we come into year-end, he unpacks his views on whether we’re in a default or downgrade regime and discusses what to expect from HY and IG in the new year.

Podcast with Francesco Castelli, head of credit strategy at Banor Capital, discusses the liquidity environment going into year-end and his thoughts on the Goldilocks scenario priced into the markets. He also warns of corporate refinancing troubles set to cause problems in the new year and unpacks his adjusted outlook on bank credit.

Podcast with Edward Smith, chief investment officer at Rathbones Group, discusses what signals he is focusing on this week and how he's preparing for a long-debated recession to hit global economies with particular concerns that the UK will be struck hardest. He unpacks the firm’s investment strategy, what recession signals he is paying attention to, and what is being overlooked in Q3 earnings.

Join us this week on Trader TV where we speak to Antoine Marmoiton, trader and analyst at Alken Asset Management, discussing what he and his team are focusing on this week and whether he thinks a recession is just around the corner. He dives into how Alken AM is realigning its strategy going into year-end; he looks at potential hedging opportunities in equities and rates and unpacks why he thinks traders should be paying attention to numbers around HY Cash and CDSs in the US.

Podcast with Luca Paolini, chief strategist at Pictet Asset Management, flags up the big events this week which might impact investment and trading events , including a misjudgement on inflation; the property market in China; leverage in aspects of the government bond market, and a misalignment of housing data expectations in the US; plus the timing of weakening economic data.

Brian Mangwiro, portfolio manager at Barings, discusses important signals out of China and Australia this week and the knock-on effects on global fixed income. He also talks through how he's positioned in terms of US Vs European bonds going into year-end; the implications of the growing volume of government debt, and intensifying geopolitical risks.

Join Jo Gallagher on This Week with Trader TV where we talk to Bryn Jones, Head of Fixed Income at Rathbones Investment Management.

Podcast with Byron Cooper-Fogarty, chief operating officer at Neptune Networks, discusses the growing use of axe data in varying buy-side workflows and its role in accelerating the electronification of fixed-income markets. He looks at the evolving use cases for axe data not only on the execution desk but also for portfolio construction and management.

Podcast with Steve Toland, Co-Founder of TransFICC, discusses the changing face of fixed-income and multi-asset trading desks through the development of standardized APIs; bank user interfaces, and trading algorithms for RFQ negotiations. He also unpacks the limitations of some algos in fixed income and says that there is a long way to go before AI is ready for FI trading applications.

Podcast with Pontus Eriksson of FIS, Alexis Cooper and Stefan Auerweck of Bank of America discussing how a sell-side firm can support its clients across assets, in both complex and vanilla instruments, in order to provide investors with the best possible outcome when generating returns in an environment characterised by inflation, central bank responses, and volatile corporate market.

Podcast with Jonathan Birtwell, head of trading and portfolio implementation team at PanAgora Asset Management, discusses opportunities and risks in equities, amid a big week for Q3 earnings and widespread political uncertainty. He also unpacks his views on where the US Vs Europe is at in the rates cycle, his projections for Q4 relative to seasonal patterns, and his expectations for the remaining deal calendar.

Podcast with Andrea Pirino and Greg Cooper of valantic FSA outlining the challenges that face sell-side trading desks in the current market environment, and the optimal way to develop trading technology in order to overcome these challenges.

Podcast with Gio Accurso, senior research analyst at MarketAxess, explaining how the path from better data is creating efficiency on the trading desk for investment managers.

Podcast with Tim Martins at MTS discusses the pressure on both sides of the aisle to create better visibility of repo data between the dealers and the buy side.  He also unpacks the need for the sell side to adapt to the higher central bank rates environment and the demand to electronify workflows in repo trading.

Join Jo Gallagher on Trader TV This Week where we speak update you on the week ahead and have a chat with Sarah Harrison, Senior Portfolio Manager at Allspring Global Investments.

Podcast with Orlando Gemes, founder, and chief investment officer at Fairwater Capital, provides his views on what to expect from the credit and equities markets this week and urges desks to prepare for upcoming volatility. He also discusses the new issue market; where we might see illiquidity in credit; Fairwater’s approach to the e-commerce sector and convertible bonds, and the ongoing turmoil in global real estate.

Join us this week on Trader TV when we speak to Stuart Lawrence, head of UK equity trading at UBS Asset Management, on how traders should anticipate a pick up in realised volatility this week. He also unpacks the impact of the Chinese Golden Week on markets; his view on what to expect from the primary markets going forward, his outlook on equities for Q4 and a potential rally before end of year.

Podcast with Pierre Jonathan and Alex Nowak of J.P. Morgan updating us on recent strategy in FX markets and market structural changes, the impact these have on price construction and hedging decisions along with interplay between sales and trading which then supports and optimises client pricing.

Crucially, dealers need to ensure they are fully testing both pricing and algo capabilities in order to get clients best execution in the market and via internalisation.

Join Jo Gallagher on Trader TV This Week with Luke Hickmore, investment director at Abrdn, discussing the main issues trading desks should be focusing on this week, including his house views on the so-called “mountain top” profile for interest rates. He also unpacks the growing concerns amid strike actions seen in the US and UK; the risks behind the reshoring of manufacturing taking place globally and some of the overlooked opportunities in emerging markets.

Podcast with Philipp Schultze, head of equities and index sales EMEA at Eurex, talks about how the European derivatives market has seen significant changes over the last five years and has huge potential for further innovation, particularly in lowering the barrier to entry to listed markets for both institutional and retail traders.

Speaking ahead of his panel discussion at this year’s Derivatives Forum Amsterdam on September 26, Philipp discusses the work that needs to be done to evolve the derivatives space and how Europe is uniquely positioned to drive that growth.

Join Jo Gallagher on this week with Trader TV as we speak to Ben Ashby, chief investment officer at Henderson Rowe, discussing how trading desks should be thinking about the mounting concerns over the growing US Federal Government deficit.

Podcast with Andrea Pirino and Greg Cooper of valantic FSA talking about the pressure to do more with less - in a compliant manner - will require sell-side desks to develop 'power-users' of technology in order to optimise the way their technology is developed and applied, efficiently.

Andrea and Greg look at best practice for dealers in optimising their workflow and developing a rapid response to challenging and changeable market conditions.

Join us this week on Trader TV as we speak to Sarang Kulkarni, senior portfolio manager at Vanguard, discusses how traders should prepare for the week ahead in anticipation of an uptick in bond issuance. He also unpacks the risks of mispricing the US slowdown; he gives his take on EU Vs. US credit and talks through the knock-on effects of ongoing weaknesses in Chinese manufacturing.

Join us this week on Trader TV where we speak to Arun Sai, senior multi-asset strategist at Pictet Asset Management, discussing how trading desks should prepare for volatility in the US’s disinflation journey and his take on the European Central’s rate decision this week. He also walks us through vulnerabilities in the equities market, risks in High Yield, and the impact of US and Chinese frictions.

Join us this week on Trader TV where we speak to Manuel Hayes, senior portfolio manager at Insight Investment, discussing potential volatility triggers for the upcoming week and what to expect. He also unpacks his views on how CCCs in corporate credit are performing; where his trading team is finding opportunities in HY ETFs and his take on the future of portfolio trading.

Latin American markets have their own unique set of challenges when it comes to gaining access to better pricing in fixed income and connecting local and international markets.
 
Michael Baptista, head of emerging market dealer sales and Maria Calderon, head of LatAm sales at MarketAxess unpack the changes they are seeing across LatAm in electronic trading, block trading, and the growing appetite for bond traders on the continent to have better access to on- and offshore liquidity pools.

Join Jo Gallagher on Trader TV This Week where we speak to Noah Wise, senior portfolio manager at Allspring Global Investments as he unpacks what trading desks and investors should take from this week’s US Fed meeting; how to capitalize on the recent interest rate volatility, and where his traders are finding hedging opportunities in European bonds.

Join us this week on Trader TV as we speak to Paul Markham, head of global equities at Newton Investments and discuss how traders could capitalize on the seasonal low volume and highly volatile environment. Paul unpacks his view on opportunities in the AI / semi-conductor space, the Chinese real estate market and the danger of the Bank of England being overly aggressive in their interest rate move this week.

Join Jo Gallagher on This Week with Trader TV as we discusss exploiting opportunities, high volatility, AI buzz, and the BoE rate decision.