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    Podzept is a podcast which addresses the current issues driving the world of economics and finance.
    Behind the Headlines: In-depth conversations with decision makers. Jim Reid digs deep for insights.

    87 Podcasts
        
    April 12, 2021
    (13:18 min)

    How Assets-as-a-Service can save a balance sheet blow out

    Analyst:
    Luke Templeman
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    Being ‘asset-light’ has been Wall Street dogma for years. And no wonder. Over the last decade, US stocks with low levels of Property, Plant, and Equipment (PPE) have seen double the stock market returns of high PPE stocks. In Europe, the returns have been triple. But could it all come to an end?
    March 24, 2021
    (15:10 min)

    An updated world outlook

    Analyst:
    Matthew Barnard, Matthew Luzzetti, Peter Hooper
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    A year ago, markets were in freefall. The Covid pandemic was still largely in its infancy, but investors were quickly realizing that a massive recession was looming. Fast forward to today and the conversation is very different as we contemplate if growth will run too hot, how high will inflation get and could the Fed fall behind the curve.
    March 1, 2021
    (15:20 min)

    National People's Congress Preview

    Analyst:
    Luke Templeman, Yi Xiong
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    This year's National People's Congress (NPC) will start on Friday, March 5, and will last for about 2 weeks. In this podcast we provide a preview of the key policy issues for the NPC where we expect the government will set a floor growth target at 7-7.5% for 2021, leaving sufficient room to pursue its longer-term policy priorities. The 2021 budget will likely roll back about 60% of Covid-19 related stimulus measures. Nevertheless, government spending will likely increase 7% over last year, thanks to a strong fiscal revenue outlook.
    January 28, 2021
    (19:56 min)

    Post Covid-19: What executives are thinking and doing

    Analyst:
    Luke Templeman, Marion Laboure
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    Covid-19 disruption to business has reshuffled priorities for CFOs and treasurers. They must address how to: maintain access to liquidity/credit; implement back-up procedures; create visibility to total cash in global locations; determine cash requirements in the short and medium term; and assess current exposures. Astrid Poussel, Global Corporate Coverage, Corporate Bank, joins the conversation.
    January 20, 2021
    (44:11 min)

    BtH 4: Nigel Wilson, Legal & General - A bright future if we seize the opportunities

    Analyst:
    Jim Reid
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    Nigel Wilson, CEO, Legal & General and Jim discuss how the future is in our own hands and that there are huge opportunities out there in new technologies and strategic investments that can overcome many of the secular negative forces we are all familiar with (debt, demographics, low productivity etc.). However Nigel believes we need to shed our old fashion attitude to the type of assets we invest long-term money into and urges Governments to provide the infrastructure and regulatory regime to make the future as bright as he thinks it can be.
    January 4, 2021
    (09:08 min)

    The delivery dilemma

    Analyst:
    Nizla Naizer
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    Even prior to the pandemic, there was an inevitable shift to online purchasing. But how do we ensure this widening acceptance of online buying does not backfire on the planet in the form of unsustainable delivery levels? We propose a system to bring all parties in the delivery value chain to the table, and suggest an incentive system that grades rewards with the intention of sending non-urgent deliveries to specific areas on specific days.
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