Podzept - The Bigger Picture

Latest Episodes:

Russia & SWIFT: The end of the messaging system hegemony? Mar 08, 2022

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In a new episode of the Podzept podcast Marion Laboure and Luke Templeman discuss the financial market implications of banning Russia from the SWIFT payment messaging system. Listen in to learn more about SWIFT, its history, previous bans and its alternatives.

Germany at the forefront of the energy transition Feb 21, 2022

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James Brand, Head of European Utility Research discusses with Debbie Jones, Global Head of ESG Company Research the ambitious targets set by Germany's coalition government, arguably Europe's most ambitious decarbonisation targets. The targets aims to transform Germany's power market, reaching 80% renewable generation by 2030 while closing its remaining nuclear plants and phasing out coal. It could put Germany at the forefront of the energy transition.

Industrials - constructive or destructive in 2022? Jan 25, 2022

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Nicole DeBlase, lead analyst covering the US Multi-Industry and Machinery Research, speaks with Luke Templeman, Thematic Research Analyst, on the macro setup of the sector in 2022. Often said to be a bellwether for the economy, will Industrials be constructive or destructive in 2022 as the US begins to raise interest rates?

Automotive Outlook 2022 - stronger pricing for longer? Jan 07, 2022

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Tim Rokossa, Global Head of Automotive Research, and Luke Templeman, Thematic Analyst discuss the 2022 outlook for global automotive.

World Outlook 2022-23: Dodging the Tempests Dec 17, 2021

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Matthew Barnard, Head of Company Research, US speaks with Peter Hooper, Global Head of Economic Research and Matthew Luzzetti, Chief Economist discussing economic predictions over the next two years. They base their ominous predictions on several factors: Inflation is pushing 6% or more in Europe and the US while central banks continue quantitative easing. A new and more infectious strain of Covid is spreading rapidly as vaccination rates lag. Supply chains remain clogged with delivery times and transport costs near all time highs. Potential populist-driven political turmoil, climactic tempests, and geopolitical storms loom.

How big will the China housing shock be? Nov 25, 2021

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In a new podcast our China Chief Economist Yi Xiong and Luke Templeman from our Thematic Research team discuss China's housing activity, which remains weak, and help to explain the implications for growth in China next year.

Curious side effect to pandemic? Sep 20, 2021

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Many corporates have penciled in a strong rebound in earnings this year backed by forecasts of robust pent-up demand. Yet, so far there is little evidence of the spending surge that so many expect. Corporates are not wrong to anticipate hefty spending; all the right ingredients are there. Savings jumped due to government stimulus and a lack of spending options. So what’s happening then?

dbSustainability: Glencore and net zero by 2050 Sep 07, 2021

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Liam Fitzpatrick, European Head of Metals and Mining Research interviews Anna Krutikov, Glencore's Head of Sustainability. Climate ambition is increasing rapidly at a global level and investors are demanding that large corporates, such as Glencore, align strategies with the goals of the Paris Agreement and take the necessary action on reducing emissions.

dbSustainability: Biodiversity - From insects to corporate giants Jun 24, 2021

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In this episode we discuss the corporate response to growing biodiversity concerns, which has been slow. The problem is that companies with higher biodiversity risks can find their stock prices underperform. Customer and political scrutiny are amplifying the situation.

dbSustainability: How can corporates hit their sustainability goals? May 25, 2021

Show notes

We interview Daianna Karaian, Founder and CEO of Today Do This, a firm that works with Blue Chip global corporates to help them achieve specific sustainability goals. We address several big questions that corporates have about exactly how to implement sustainability processes.

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