Videos

Interviews

Video: Unpicking China's Covid Exit

Video: Unpicking China's Covid Exit

2 Dec 2022
China took the first steps towards a de facto reopening this week, as the country’s strict Covid containment regime broke down following protests last weekend. In this interview, Christopher looks at why the breakdown happened and how reopening is likely to unfold in the coming weeks and months, including its implications for the economy.
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Video: The Structural Decline In Europe’s Competitiveness

Video: The Structural Decline In Europe’s Competitiveness

24 Nov 2022
Over the last 12 months, the eurozone’s trade balance has swung from surplus into a deficit. And energy prices are only part of the reason. Nick explains that the eurozone is also suffering a structural decline in its manufacturing competitiveness that will to weigh on growth for years to come.
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Video: How To Play The US Housing Decline

Video: How To Play The US Housing Decline

18 Nov 2022
With affordability at a near 40-year low, demand for US housing has faded and homebuilders’ confidence has evaporated. In this video interview, Kai Xian explains how bad things could get and presents an investing strategy that could work even in very bad market conditions.
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Video: India's Changing Investment Cycle

Video: India's Changing Investment Cycle

10 Nov 2022
In a growth-challenged world, India stands out as something of a bright spot. The economy is hardly firing on all cylinders but there are signs of a new investment cycle starting to unfold. Tom recently did a research trip in the country for the first time since the pandemic and in this interview explains his findings.
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Video: Hong Kong's New Path

Video: Hong Kong's New Path

4 Nov 2022
After two years locked away behind Covid controls, Hong Kong is reopening to the world. Arthur knows the city well and has just spent two weeks there meeting entrepreneurs and financiers. In this interview he explains his conditional optimism that the city still has an important role to play as a financial center for China.
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Video: Brazil After The Election

Video: Brazil After The Election

7 Oct 2022
Brazil will go into a second-round presidential election run-off at the end of the month with two candidates offering two quite different models of governance and economic management. Jair Bolsonaro and Luiz Inácio Lula da Silva are also likely to have very different relationships with China, which Tom argues could be material in assessing Brazil’s economic outlook.
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Video: The New Italian Job

Video: The New Italian Job

30 Sep 2022
After last weekend’s election, Italy’s next prime minister is set to be an ultra-conservative Euroskeptic. But investors focused instead on the dramas emerging from the bond markets of Britain and the US. In this interview, Nick assesses the likely approach of the next Italian government and what this means for European risk.
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Video: Opening To What?

Video: Opening To What?

23 Sep 2022
Hong Kong is finally moving towards reopening to the wider world, if not yet to mainland China. Yet Hong Kong’s economy and assets are getting squeezed by higher US interest rates imported via the Hong Kong dollar’s peg to the US dollar. In this interview, Vincent examines the different forces at work driving Hong Kong’s macro and markets.
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Video: What Ethereum's Merge Means

Video: What Ethereum's Merge Means

16 Sep 2022
On Thursday the Ethereum blockchain underwent the “merge”, moving from a proof-of-work based system to proof-of-stake. This cut its energy usage by -99.9% and slashed the issuance of new ether. Will explains what that means for ether’s in-universe money supply, and how it might make the cryptocurrency more attractive to investors, or spenders.
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Video: Why The Yen's Slide Matters

Video: Why The Yen's Slide Matters

8 Sep 2022
In the last six weeks the Japanese yen has fallen over -8% against the US currency to more than ¥140 to the US dollar. In this video interview, Louis examines the causes of the yen’s fall and explores the potential consequences for investors.
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Events

Webinar: Fiscal And Monetary Policy After The Midterms

Webinar: Fiscal And Monetary Policy After The Midterms

2 Dec 2022
With a change of political control looming in the US House of Representatives, fiscal policy could be increasingly important in dictating the remainder of this economic cycle. On top of that, the Federal Reserve may soon pivot. Will and KX unpick what this all means.
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Webinar: China’s Loss, India’s Gain

Webinar: China’s Loss, India’s Gain

24 Nov 2022
India's stock market has been one of the best performing in Asia this year, and the country is also benefiting from contract tech manufacturers starting to redirect direct investment from China. The question for the Indian economy is whether domestic companies follow suit and help to initiate a new investment cycle.
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Webinar: Europe's Winter Journey

Webinar: Europe's Winter Journey

18 Nov 2022
Although Europe has a decent chance at escaping painful energy rationing this winter, higher energy prices have already hurt growth, while inflation has become entrenched across much of the economy. Cedric Gemehl and Nick Andrews weighed the forces driving European growth and inflation, and assessed the outlook for financial markets.
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Webinar: Looking For A Hiding Place

Webinar: Looking For A Hiding Place

9 Nov 2022
As the global economy shifts down a gear and the Federal Reserve continues to turn the screws on inflation, Louis Gave and Anatole Kaletsky assessed the outlook for investors in a run-in to the year-end which looks like it may not be pretty.
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Webinar: Time To Batten Down The Hatches?

Webinar: Time To Batten Down The Hatches?

4 Nov 2022
The US economy is approaching recession territory, while the Federal Reserve continues to tighten liquidity conditions. Add in political uncertainty ahead of the US midterm elections and this is a testing moment to be managing a portfolio. In yesterday's webinar, Will Denyer and Tan Kai Xian offered suggestions on where to seek shelter from the storm.
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Webinar: After The Party Congress

Webinar: After The Party Congress

28 Oct 2022
Where will Xi Jinping take China after the conclusion of the Party Congress? In this webinar, our China team assessed what we learned, and what we didn't, from the most important event in the Communist Party's political calendar. They decoded the signals on politics and policy, explored the implications of the new leadership team, and analyzed the next evolution of Covid strategy.
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London Seminar, October 2022

London Seminar, October 2022

24 Oct 2022
In our London seminar, Anatole Kaletsky assessed the outlook for global markets, Cedric Gemehl updated his view on Europe, Tom Miller considered the effects of China's National Party Congress and Charles Gave considered the possibility that this time really could be different.
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Webinar: Asian Property In The Crosshairs

Webinar: Asian Property In The Crosshairs

21 Oct 2022
Over the last decade, Asian property markets have done especially well on a cocktail of cheap money and solid macroeconomic fundamentals. Yet as policymakers in Asia struggle to catch up with the US Federal Reserve by raising interest rates, Asian property markets look exposed.
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Webinar: Global Investment Roundtable, October 2022

Webinar: Global Investment Roundtable, October 2022

14 Oct 2022
As fears mount for the growth outlook around the world, Arthur Kroeber examined the state of China’s economy and what to expect (and what not to expect) from China’s upcoming Communist Party Congress. Anatole Kaletsky presented his latest views on growth and inflation. And Charles Gave discussed optimum portfolio construction for troubled times.
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Paris Seminar, October 2022 (In French)

Paris Seminar, October 2022 (In French)

7 Oct 2022
The speakers discussed the global investment outlook, provided an update on European markets and outlined the latest research on portfolio construction.
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