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NatWest Commercial and Institutional

NatWest Commercial and Institutional

NatWest Commercial and Institutional 234 Episodes Jul 1, 2026

NatWest Commercial and Institutional provides weekly economic analysis and financial market news. Their strategists offer insights on key themes impacting corporates, financial institutions, and investors. The podcast helps listeners stay up-to-date with the latest trends and market updates.

Episodes

Trade Links (episode 12): The big re-shoring puzzle
Trade Links (episode 12): The big re-shoring puzzle Jul 1, 2026 1634 Since 2020, governments across the US, Europe and the UK have promoted re-shoring, near-shoring and friend-shoring as ways to strengthen supply chains, create jobs and reduce strategic dependence on China. But how much of this shift is genuinely bringing industry home, and how much is simply reorganising global trade? In this episode of Trade Links, Tim Phillips is joined by Aastha Gupta and Scott
Property Perspectives: The Future of Real Estate with Richard Pickering
Property Perspectives: The Future of Real Estate with Richard Pickering May 19, 2026 2619 What’s Next for UK Real Estate?To close this season of Property Perspectives, we zoom out and look ahead. Richard Pickering, Foresight Director at Cushman & Wakefield, joins us to connect the dots across every real estate sector we’ve explored—from residential and industrial to retail and the office.Alongside NatWest hosts Ashley Toy and Tom Sharman, Richard unpacks the megatrends shaping the
Trade Links: Brexit: 10 years on, what next for the UK-EU relationship?
Trade Links: Brexit: 10 years on, what next for the UK-EU relationship? May 12, 2026 1604 In this episode of Trade Links, host Tim Phillips is joined by Aastha Gupta and Scott Livingstone to revisit two major trade stories shaping the global economy: 10 years on from Brexit, and one year after the US “Liberation Day” tariff announcements.The discussion explores how trade relationships have evolved, where economic frictions remain, and why geopolitics is increasingly influencing global
Property Perspectives: Inside the UK Housing Market with Savill’s Lucian Cook
Property Perspectives: Inside the UK Housing Market with Savill’s Lucian Cook May 12, 2026 2254 What’s shaping the UK’s residential property market as conditions continue to shift?In this episode of Property Perspectives, Ashley Toy and Tom Sharman are joined by Lucian Cook, Head of Residential Research at Savills, to unpack a residential market characterised by uncertainty and competing pressures. With interest rates higher for longer, mortgage availability tightening and build costs contin
Property Perspectives: Industrial in Motion: Newmark on a Sector Built for Change
Property Perspectives: Industrial in Motion: Newmark on a Sector Built for Change Apr 28, 2026 1831 How has the industrial sector evolved into one of the UK’s most resilient and in‑demand real estate asset classes?In this episode, Newmark’s Steve Sharman and Seb Moseley join NatWest hosts Ashley Toy and Tom Sharman to explore what’s driving industrial today. From automation and power requirements to supply, tenant demand and long‑term structural trends, they discuss why industrial has proven so
Property Perspectives: JLL on the Future of Offices: Rents, Regions & Reality
Property Perspectives: JLL on the Future of Offices: Rents, Regions & Reality Apr 14, 2026 2021 How are office markets evolving across the UK — and what’s really driving rents, demand and regional divergence? In this episode, JLL’s John Woodger and James Devany join hosts Ashley Toy and Tom Sharman to cut through the noise. They compare trends across London and key regional cities, explore shifting occupier expectations, and reveal what these changes mean for the future of UK offices.NB. Thi
Property Perspectives: Finding value in retail with New River CEO Allan Lockhart
Property Perspectives: Finding value in retail with New River CEO Allan Lockhart Apr 13, 2026 1920 In this episode, Allan Lockhart, Chief Executive of New River, REIT, joins NatWest hosts Ashley Toy and Tom Sharman to unpack the major forces reshaping the retail real estate landscape.NB. This was recorded on 27 January 2026. All details correct at time of recording.For any terms used please refer to this glossary https://www.natwest.com/corporates/insights/markets/glossary.htmlPlease view our f
Trade Links (episode 10): The Iran war: what will peace look like?
Trade Links (episode 10): The Iran war: what will peace look like? Mar 24, 2026 1522 In this episode of Trade Links, Tim Phillips is joined again by Aastha Gupta and Scott Livingstone to explore an unprecedented scenario in global trade: what happens when both the Strait of Hormuz and the Red Sea are compromised at the same time? With escalating tensions in the Middle East and warnings from the Houthi movement, the team considers the far-reaching consequences for energy, food secu
Trade Links (episode 9): India's trade deal blitz and the future of the WTO
Trade Links (episode 9): India's trade deal blitz and the future of the WTO Mar 2, 2026 1379 In this episode of Trade Links, Tim Phillips is joined by Aastha Gupta and Scott Livingstone to unpack the political and economic forces shaping global trade deals and the evolving role of the World Trade Organization (WTO).Key Topics:India’s Trade Deal Blitz: Comparing India’s agreements with the EU, UK, and US – from comprehensive free trade deals to targeted strategic partnerships.Politics vs.
Trade Links (episode 8): Coercion, control and the Trade Links curse
Trade Links (episode 8): Coercion, control and the Trade Links curse Feb 3, 2026 1801 As Trade Links returns in 2026, host Tim Phillips is joined by our regular panel of experts, Aastha Gupta (European Economist, Economics and Market Strategy) and Scott Livingstone (International Advisor) to talk trade and the international backdrop. It’s been a dramatic start to the year, so naturally the discussion focuses on US intervention in Venezuela and that most perennial of trade topics… o
Trade Links: Everything, everywhere, all at once - The Year Ahead 2026
Trade Links: Everything, everywhere, all at once - The Year Ahead 2026 Nov 26, 2025 1783 In this Trade Links special, host Tim Phillips is joined by guests Aastha Gupta, Scott Livingstone and Ross Walker to talk about what lies ahead in 2026. There's a lot to ponder as global trade tilts towards resilience away from cost efficiency in supply chains, and geopolitically, the world is rearming at pace. So it's good news that the economy is so rosy. Well, maybe not.With topics r
Trade Links (episode 6): Commodity routes, and the risks that surround them
Trade Links (episode 6): Commodity routes, and the risks that surround them Oct 8, 2025 1434 This time, host Tim Phillips is joined by regular guests Aastha Gupta and Scott Livingstone to talk about the world's most vital trade routes – from what goes through them to what happens around them. They also discuss potential new trade routes and which countries may lay claim to them, as well as discuss that age old question: what issues are being overlooked, but which might be on all of o

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