Videos

Interviews

 
Video: The Quirinale Question

Video: The Quirinale Question

14 Jan 2022
The possibility that Italian prime minister Mario Draghi could be installed as the country’s largely ceremonial president when parliament chooses a new head of state next month has raised fears of a new period of political instability. In this video interview, Nick Andrews assesses the implications for Draghi’s ongoing structural reform program, and for Italian asset prices.
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Video: The Case For US Bank Stocks

Video: The Case For US Bank Stocks

7 Jan 2022
As the Federal Reserve dials back its quantitative easing program, the US economy is back to relying on banks as the main agents of credit creation. And as US yields move higher, Will is convinced that large-cap bank stocks offer one of the best bets in the US market. In this video interview, he explains why.
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Video: The Struggle For Self-Sufficiency

Video: The Struggle For Self-Sufficiency

17 Dec 2021
US efforts to slow the development of China’s domestic semiconductor industry through export bans on US-origin technology has duly stymied its leading chipmakers. As a result, Beijing is working hard to achieve some form of technological self-sufficiency. In this interview, Gavekal Fathom China’s Tilly Zhang outlines two prongs of the effort.
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Video: Pricing French Political Risk

Video: Pricing French Political Risk

10 Dec 2021
With four months to go before France’s 2022 presidential election, the lion’s share of publicity has so far been captured by the populist rightCedric assesses whether a right-wing Euroskeptic could really capture the Elysée palace come April, to what extent polling gains by populist candidates icould destabilize Europe’s financial markets.
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Video: The State Of The US Economy

Video: The State Of The US Economy

1 Dec 2021
With US inflation way above target, the Federal Reserve is considering a faster than initially planned wind down to its asset purchases. In this video interview, Will examines the US’s inflationary dynamic and assesses the impact that a renewed Covid outbreak could have on the growth outlook and markets.
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Video: Russia And The European Energy Equation

Video: Russia And The European Energy Equation

24 Nov 2021
The sharp rise this year in European energy prices has been widely attributed to Russia, which has declined to increase near-term supplies of natural gas to Europe in line with the region’s demand growth. Nick examines the incentives guiding Moscow’s decisions and explores the potential impact of Russia’s choices on Western Europe’s inflation and growth outlook.
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Video: The Conflicting Signals In US Consumption

Video: The Conflicting Signals In US Consumption

17 Nov 2021
The US recorded continued strong retail sales growth in October. But more forward-looking surveys are showing a deep deterioration in consumer sentiment as gasoline prices have risen to seven-year highs, acting as an effective tax on households’ discretionary spending power. In this video interview, KX weighs these conflicting forces to assess the outlook for US consumer demand in 2022.
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Video: A Looser Labor Market

Video: A Looser Labor Market

8 Nov 2021
In the US expectations are growing that labor shortages will drive accelerating pay rises, exacerbating inflationary pressures. In the eurozone, as Nick explains, the situation is different. Although anecdotes abound about employers struggling to staff up, these are a temporary wrinkle caused by rapid reopening in narrow sectors.
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Video: India's Comeback

Video: India's Comeback

28 Oct 2021
India posted a blazing 20% year-on-year growth figure in the calendar year’s second quarter. The country seems to have ducked a third Covid wave and equity investors remain ebullient. In this video interview, Udith explores a number of gathering problems for the Indian economy but concedes that the good times could easily keep on rolling.
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Video: Typhoon Season For Hong Kong

Video: Typhoon Season For Hong Kong

21 Oct 2021
Hong Kong is sticking to its zero-Covid policies, complete with a travel ban on outsiders and Draconian quarantine rules for returning residents, even as Singapore tentatively reopens to international arrivals. In this video interview, Vincent explains what is driving Hong Kong’s uncompromising stance on Covid. He assesses whether it will damage the city’s standing as a regional financial center, and whether doubts over the status of China Evergrande’s offshore bonds will undermine the credibility of Hong Kong’s markets.
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Events

Webinar: Inflation, Recession, Liquidity Crisis — Navigating Troubled Economic Waters

Webinar: Inflation, Recession, Liquidity Crisis — Navigating Troubled Economic Waters

22 Jul 2022
In this webinar Anatole Kaletsky and Will Denyer discussed the outlook for the US economy and markets over the next 18 months. Additionally, Charles Gave gave an update on the evolving international US dollar liquidity crisis.
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Webinar: Your Questions About China Answered

Webinar: Your Questions About China Answered

15 Jul 2022
China today is a major source of economic and geopolitical uncertainty. Its zero-Covid policy has a significant economic cost, the recovery of the property and tech sectors remains in doubt and the close relationship with Russia raises geopolitical questions. In this webinar, our team attempted to sort out these perplexities.
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Webinar: What Next For Emerging Markets?

Webinar: What Next For Emerging Markets?

8 Jul 2022
Amid a broad-based tightening of global financial conditions, there are fears that emerging markets as an asset class could get caught in the downdraft. Yet notably, EM assets have not underperformed those in developed markets; in the case of currencies, they have outperformed.
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Webinar: Investing In The Age Of Weaponization

Webinar: Investing In The Age Of Weaponization

2 Jul 2022
As crises have emerged, recent years have seen western policymakers weaponize everything from financial services provision to semiconductor production. This will have wide-ranging consequences for the relative performance of assets across the world.
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Webinar: A Worsening Growth Outlook

Webinar: A Worsening Growth Outlook

23 Jun 2022
Between rampant inflation, rising interest rates and high energy prices, the risk of recession is growing on both sides of the Atlantic. China may be stimulating its economy, but could get stuck in a liquidity trap. In this webinar our team assessed growth prospects across the world's major regions.
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Webinar: Europe On The Brink

Webinar: Europe On The Brink

17 Jun 2022
In this webinar, our analysts discussed Europe’s ominous-looking leading indicators and its hawkish central bank. Europe’s near-term economic future is in play, and this will have consequences for exchange rates, government funding costs and risk assets.
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Webinar: What Next For Markets?

Webinar: What Next For Markets?

10 Jun 2022
In this webinar, Louis-Vincent Gave, Anatole Kaletsky and Charles Gave discussed the drivers behind today’s challenging market conditions and offered a roadmap for what may come next.
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Webinar: Global Investment Roundtable, June 2022

Webinar: Global Investment Roundtable, June 2022

3 Jun 2022
Concerns about global growth are escalating amid rising inflation and tightening central banks. In this webinar, our global team examined the risks, region by region.
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Webinar: Is The Worst Over For China?

Webinar: Is The Worst Over For China?

27 May 2022
As Covid case numbers in China steadily fall and Shanghai promises to reopen, the question that emerges is whether the worst is over. In this week's webinar, our China team explained the shifting policy environment and discussed the risks to the economy and markets.
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Webinar: Time To Overweight The US?

Webinar: Time To Overweight The US?

20 May 2022
In this webinar, Will Denyer and Tan Kai Xian examined market moves so far this year to figure out whether US equities now have fallen enough to warrant going overwheight, and whether US treasury yields have risen enough to justify extending duration and/or placing recession bets.
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