Join Ryan as he chats with the AlphaPicks team for the major themes that shaped the week in equities and financial markets Friday Fix brings together three market minds from AP Research and PiQ Suite for an honest take on the week that was. From the trades that moved prices to the narratives that didn’t, they break down what mattered and what didn’t, with a mix of insight, irreverence, and the kind of chat you only get from people who actually trade this stuff.
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The Friday Fix is Powerscourt's podcast which explores the pressing questions dominating today’s communications landscape. We bring you insights from our wide network of business, media and political experts, giving you a behind-the-scenes look at how PR, media and comms really work. Powerscourt, a Morrow Sodali company is a leading strategic communications firm helping people, organisations and ideas to be better understood.
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The guys review 2025’s biggest market themes in a lively year-end episode: a messy US CPI release, debate over central-bank cuts, and political spin. They quiz each other on asset winners and losers — gold and NVIDIA among the standouts — and discuss Japan’s Nikkei outperforming major indexes. The conversation covers sector performance (communicati…
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The guys review the week’s top market stories: standout retail earnings and campaigns, Nike’s leadership reshuffle, and MicroStrategy’s cash raise amid heavy Bitcoin exposure. They debate what the ADP payroll print and next week’s Fed decision mean for year‑end market positioning. The episode also covers the potential ripple effects of upcoming AI …
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On this week’s Friday Fix the team breaks down the spike in UK 10‑year yields amid fiscal uncertainty, the end of the US government shutdown and its hit to Q4 GDP, and rising odds of a December Fed cut. We also cover SoftBank’s move out of Nvidia, Michael Burry closing his hedge fund, and market jitters from equities to crypto — a concise roundup o…
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Friday Fix - 7th November: UK Budget Drama & Market Fallout: What's Next for Rates and Politics?
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This episode of the Friday Fix discusses the UK budget chatter and political uncertainty, the Bank of Englands potential rate moves, and the implications for markets. The hosts debate Rachel Reeves' pre-budget announcements, possible tax changes, and political risks, then pivot to earnings and tech: Teslas shareholder meeting and Musks compensation…
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In this episode the hosts break down the major themes shaping markets: OpenAI’s potential IPO and how investors might play the AI boom, big Mag7 earnings and AI capex, the Fed’s cautious messaging and rate-cut outlook, plus geopolitical moves from Trump in Asia. They also touch on the rise of humanoid robots, UK budget risks, and where to find trad…
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Ryan, Jesse and Alex from AlphaPicks break down the major market themes and news that moved markets this week, and look ahead to what could matter next. Highlights include a personal Deliveroo IPO loss, new U.S. sanctions that lifted oil, rare earths and critical minerals deals (notably with Australia), and the impact of politics on commodities and…
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Welcome to the Friday Fix where the team from AlphaPicks dissects the week’s market moves — from Trump’s tweets and a surprise bond bid to a sharp Friday sell-off and a rising VIX. They discuss the implications for US-China tensions, the metals rally (notably silver and gold), regional bank jitters, and Fed signals on rate cuts and balance sheet ru…
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Hosts from AlphaPix discuss a quiet week that turned eventful with a US government shutdown, missing economic data, and implications for the Fed's October meeting. They explore market dynamics—passive flows, AI-led momentum, MAG-7 performance, gold's rally, and heavy M&A activity—while debating whether Q4 will see continued gains and what could dri…
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What really matters to fund managers? What can smaller companies do to improve their chances of winning investment? And how is the ever-growing influence of retail investors challenging industry norms? Find out in this episode of the Friday Fix, as Jamie Constable, market strategist at Singer Capital Markets, joins Powerscourt senior director Nick …
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Ever wondered what its really like on the ground at the UN Climate Summit? Powerscourt’s Leighton Barnish, Head of Sustainability and Christie Wanstall, Sustainability Analyst give us the lowdown on the COP28 conference in Dubai, where over 80,000 people gathered from 190 nations in a truly extraordinary display on the international climate stage. …
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“The push coming from the private sector is very palpable.” How can governments and industry work together to navigate the green transition? Should there be a proper price on carbon? What will the energy mix look like in a decades time? In this week’s episode of the FridayFix, Powerscourt’s Peter Ogden sits down with Roeland Baan, President and CEO…
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How does the media impact a fight for justice? In the first episode of our new podcast series, Powerscourt Perspectives, we hear from four individuals who’ve had to face the tricky dynamics of the media in their personal battles for justice. Former England cricketer Azeem Rafiq, ex-CNN journalist Saima Mohsin and criminal justice campaigners Zainab…
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Ahead of next week’s DSEI conference at London’s Excel, one of the largest exhibitions of military and security equipment in the world, the latest Friday Fix episode sees Powerscourt’s James White talk to Kevin Craven, CEO of ADS Group, the trade organisation representing the UK’s aerospace, defence, security and space industries. Together, they ex…
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This is the iPhone moment for AI - with Dr. Lewis Z. Liu, Founder & CEO of Eigen Technologies
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The Founder & CEO of AI firm Eigen Technologies, Dr Lewis Z. Liu has concerns about the direction of generative AI. As this technology becomes more and more powerful, how do we answer the questions it poses around intellectual property and creation? What lessons can policymakers learn from the struggle to regulate social media? What manner of threa…
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The aviation industry is gaining altitude in its quest for a sustainable future. What steps are being taken towards change? When will we see hydrogen and electric planes? And could the government be doing more to support this agenda? Russ Lynch, Director at Powerscourt and former Economics Editor at The Daily Telegraph, interviews Oliver Gill, the …
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Don't believe the hype: London's still calling for IPOs - with Bod Buckby, London Stock Exchange
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Recent months have seen naysayers in the markets and media call London’s position in the global capital markets into question. But what’s the truth behind the headlines: are fears of transatlantic migration overblown? Justin Griffiths, Partner at Powerscourt, interviews Bod Buckby, Head of Primary Markets North at the London Stock Exchange to hear …
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Chris Blackhurst, distinguished business journalist, spent decades in the engine room of the British media. In this week’s episode with Victoria Palmer-Moore, Chris conjures the changes wrought on Fleet Street by the death of the 9-to-5 - and the dawn of the information age. From journalists to business leaders, corporate affairs directors to newsp…
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This week’s Friday Fix delves into the complex world of AI, courtesy of Carolyn Esser from cyber security company Darktrace. Powerscourt’s Elly Williamson, Partner and Head of TMT, quizzes Carolyn on what separates large language models like ChatGPT from Darktrace’s self-learning AI, and how we can build trust in emerging technologies. Listen to al…
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What is DE&I? It’s easy for businesses to see these terms - diversity, equity, equality, inclusion and belonging - as buzzwords. How can businesses move beyond this mindset to create real change? Ria Kalsi, founder of Matriarch Ltd, talks to Keira Marron from Powerscourt’s HR team about how to have difficult conversations about racial inclusion - a…
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Does the British monarchy have a comms issue? Steve Marinker, Head of Powerscourt 360, talks to Powerscourt’s Georgia Way about the Coronation, and the PR winners and losers of the 6th May 2023. Media coverage of this historic occasion has been positive, but social media has told a vastly different story. Is the traditional media - and the Royal Fa…
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The boards of 2023 face the challenges of a complex, interconnected world: cybersecurity, geopolitical risk, and ESG transparency and action. Are they hiring the right board members to protect themselves against future risks? This week’s guest is Alice Breeden, Partner at Heidrick & Struggles, which has just released its 2023 Board Monitor UK. Powe…
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The UK’s local elections are taking place on 4th May. As more than 8,000 seats at 230 councils are contested, what could the result tell us about the prospects for the Conservatives and Labour, as the runway for the General Election comes into view? Mark Leftly, Powerscourt’s Head of Public Affairs, talks to his colleague Harold Amoo to discuss wha…
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As the private equity “wall of money” eyes up deals in the UK, and public companies face ever more requirements, do the costs of being listed outweigh the benefits? Mervyn Metcalf, founder of Dean Street Advisors, argues that onerous reporting requirements and nervy markets make listing less attractive than private equity ownership. Is it better to…
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One banking collapse might be seen as isolated - but does two indicate a systemic issue? Andy Smith, Powerscourt’s in-house banking expert, examines the collapse of Silicon Valley Bank and the rescue of Credit Suisse in the context of the 2008 financial crisis. Are these isolated or related events? What was the root cause? What causes a bank run? A…
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Does London still have momentum as a great capital market – and what can be done to address the cost and complexity of listing? What needs to change to connect companies with capital on the public markets? This week’s episode of the Friday Fix covers the MiFID II, Silicon Valley Bank, and everything in between. Russ Lynch, Director at Powerscourt, …
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“This is a place marking budget.. setting a platform from which you can have a crack at limiting the damage at the next general election.” Mark Leftly, Head of Public Affairs at Powerscourt and former economics editor at The Telegraph, Russ Lynch, look ahead to next week’s Spring Statement from Chancellor Jeremy Hunt. With the Conservatives still s…
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Developing stories to catch the attention of the media is an art form, “not rocket science”, according to Russ Lynch, Powerscourt’s ex-journalist hosting this week’s podcast. But how does one FTSE100 company, Auto Trader, generate consistent media interest in an age of overstretched newsrooms? Auto Trader’s Director of Communications, Laura Harvey,…
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Simon Olsen, Partner in Deloitte’s Equity Capital Markets team, worked on his first IPO back in 2002, and knows what sets the successes apart from the failures. This week James White, Director in Powerscourt’s Industrials team, gets up to speed with the importance of business preparedness and the outlook for 2023. Listen to all episodes on our webs…
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Nicola Sturgeon’s resignation as First Minister of Scotland has come as a surprise to even keenest political pundits. What’s next for the nation and party which have grown used to her steady hand on the tiller? Powerscourt’s former political journalists, Mark Leftly and Stephen O’Brien, consider the future for the independence cause and a resurgent…
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Be sure to join the webinar on 21st February.The Powerscourt Friday Fix
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As Political Correspondent at GB News, Olivia Utley is at the forefront of the conversation around the future of news media. While print newspapers contend with the realities of 24/7 news, newcomers like GB News have a loyal and growing viewership on Twitter and YouTube. Is it time for the channel’s critics to revise their opinion? Interviewed this…
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Did you know that the buildings are responsible for an astonishing 40% of global emissions? To bring our homes and offices in line with net zero targets, they need to be made more energy-efficient as a matter of urgency – but are the world’s major economies doing enough to create a built environment fit for the future? In this week’s Friday Fix, Lu…
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Five decades of business experience are condensed into one hot take in our interview with Sir Martin Sorrell. Elly Williamson, Powerscourt’s Head of TMT, sat down with the Sage of Soho himself for frank insights into the business landscape in 2023. Listen to all episodes on our website. Follow Powerscourt on Twitter and LinkedIn.…
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Stephen Jones has had a ringside seat on the financial markets for 30 years. As Head of Investment Banking at Panmure Gordon, he’s seen the FTSE rise and fall and weathered the stormiest markets of active stock picking. Will the perils of 2023 prove too complex for businesses to navigate, or will they spur them on to innovation and transformation? …
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Three generations of leaders at J. Murphy & Sons have helped build our energy infrastructure, but today’s construction landscape would barely be recognisable to the John Murphy who founded the firm in 1951. At a time when energy is front and centre of the global agenda, Powerscourt’s James White asks today’s guest John Murphy: what support is neede…
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"I think this bill, however imperfect, will be great progress". Earlier this year, Powerscourt partner Justin Griffiths spoke to Mishcon De Reya managing associate Harry Eccles-Williams about efforts to make the online world safer. As MPs again consider the reach of online legislation and how social platforms could be held responsible for users’ co…
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In this week’s Friday Fix Podcast, Sam Austrums speaks to Charlotte Caldwell, a leading campaigner and mother of Billy Caldwell, the boy who changed the law on medical cannabis. Charlotte recaps on the milestones she and Billy have achieved in revolutionising access to medical cannabis in the UK. Charlotte and Billy are working to provide financial…
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Please note that listeners may find the topic of this episode distressing. However, we believe this important issue is essential to discuss. This week, we speak with Maggie O’Kane, a former award-winning war correspondent with The Guardian. During her journalism career, she covered the wars in Bosnia and Iraq. She now oversees the Global Media Camp…
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“Business news is about people as much as it is about numbers”: Chris Williams, Business Editor at The Daily Telegraph, talks to his former colleague Russ Lynch about the stories that make it into those coveted column inches. What are readers really looking for? How is data influencing the editorial agenda? And what’s next for business in 2023? Lis…
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This week, MPs began debating amendments to the Official Secrets Act, but one potential new clause was conspicuously absent. A public interest defence for responsible whistle-blowers was not selected by the government for consideration in the House of Commons despite strong cross-party support. Powerscourt consultant Harold Amoo, who has been worki…
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Have developing nations had a meaningful seat at the table? Will the midterms affect Biden’s climate agenda? And are the world’s largest emitters taking responsibility? Speaking from Sharm el-Sheikh, Sustainability team member Jourdan Webb tunes into the mood music at COP27, discussing these questions and more with Georgia Way from Powerscourt 360.…
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This week’s Powerscourt Friday Fix looks at COP27, the annual UN climate conference which begins next week. This year is all about implementation: how will nations, businesses, scientists and civil society make headway on those environmental commitments made in previous years? What is “loss and damage”, and why is it expected to make headlines? Our…
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During the cost-of-living crisis, businesses are facing profound challenges communicating price changes, financial performance, remuneration and sustainability. How can communicators strike the right tone, avoid pitfalls, and strengthen reputations? Powerscourt campaigns director and ex-Telegraph economics editor Russ Lynch spoke to an expert panel…
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Powerscourt’s Gilly Lock, Director in the Financials team, and Mark Leftly, Head of Public Affairs, react to the political chaos which saw Liz Truss become the shortest reigning Prime Minister in British history. They discuss what’s next in politics and markets, the likely Conservative leadership contenders, and the outlook for the next General Ele…
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National security and M&A: The National Security and Investment Act with Global Counsel’s Joe Armitage
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Powerscourt’s head of financials Justin Griffiths is joined by Global Counsel’s Joe Armitage, UK politics and policy practice lead analyst, to discuss whether the Government is talking an increasingly interventionalist approach to M&A involving sensitive UK industries, including some advice for companies who might find themselves within the scope o…
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This week’s political events have been somewhat tumultuous. Hearing from Larry Elliott (Economics Editor of The Guardian), Mehreen Khan (Economics Editor of The Times) and Rebecca Park (Senior Practice Director at Global Counsel) on the subject from the Powerscourt Webinar ‘All Trussed Up’. The expert panel answer the questions we are all asking: I…
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“The business community has clearly moved to the Labour Party, reminiscent really of the way the business embraced New Labour in 1997”: After another turbulent political week, Powerscourt public affairs director Simon Petar is joined by our founder and CEO Rory Godson. They share their take on this year’s Labour conference amidst the new Truss gove…
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Powerscourt partner Victoria Palmer-Moore speaks to Alex Cole, founder of the Ithaca Center for Corporate Affairs Leadership, about her experience managing communications during Kraft's 2010 takeover of iconic British brand Cadbury. Follow Powerscourt on Twitter and LinkedIn. Listen to all episodes on our website.…
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With the final two Conservative party leadership candidates selected, Russ Lynch and Mark Leftly cast their critical eyes over their standing within the selectorate, and look at how the Conservative party got to where it is today. This is the last episode in this series of The Powerscourt Friday Fix. Until we return after the summer, follow us on T…
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“The business community is probably about as divided as the Tory Party is at the moment”: Jim Armitage, business editor of The Sunday Times, sits down for breakfast with Russ Lynch to tell him what he is hearing from the business community about the conservative leadership contest.The Powerscourt Friday Fix
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