Videos

Interviews

Video: The US-EU Disunited Front

Video: The US-EU Disunited Front

9 Dec 2022
Joe Biden’s Inflation Reduction Act has raised hackles in the European Union, where politicians complain that US green subsidies unfairly tilt the playing field to the disadvantage of European companies. The dispute threatens to jeopardize US efforts to enlist European support for Washington’s economic confrontation with China.
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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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Events

 
Webinar: Europe Prepares To Tighten

Webinar: Europe Prepares To Tighten

18 Feb 2022
As European economies emerge from the pandemic, policymakers have signaled a sooner-than-expected normalization of monetary policy, which has spooked investors. In this webinar, our team evaluated if the ECB is serious about raising interest rates later this year and whether this looks like a 2011-style policy mistake in the making.
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Webinar: A Not-Too-Shabby US Economy

Webinar: A Not-Too-Shabby US Economy

11 Feb 2022
The US economy is enduring growth pains from supply chain disruption and a tight labor market that are feeding into higher inflation, and therefore a more hawkish central bank. Yet with both households and companies in generally good financial shape, these problems can be weathered, and US growth should remain above its structural rate for a while yet. Our US analysts outlined their relatively upbeat view in this webinar and explained what it means for asset markets.
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Webinar: The Impact Of Energy Prices In 2022

Webinar: The Impact Of Energy Prices In 2022

4 Feb 2022
Energy prices are likely to have a big impact on macroeconomics and market performance in the coming year. Our research team has assessed the effect of three different pricing scenarios on the US, Europe and emerging economies. In this webinar, they presented their findings.
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Webinar: China's Growth And Policy In 2022

Webinar: China's Growth And Policy In 2022

28 Jan 2022
China enters 2022 having made a very apparent shift in policy toward supporting economic stability, but it still has very obvious growth problems. The construction downturn is deepening, Covid restrictions are spreading and reliable growth engines could be fading. Is the government’s measured and moderate strategy up to the task?
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Webinar: To Rotate Or Not To Rotate

Webinar: To Rotate Or Not To Rotate

21 Jan 2022
Louis is convinced that the trend of higher energy prices, steeper yield curves and value stock outperformance is here to stay—at least until some major event comes along to change the story. Anatole, by contrast, continues to think that the inflation surge is about to be revealed as a scare and reckons that strong earnings growth will soon be driving a resurgence in growth stocks.
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Webinar: Global Investment Roundtable, January 2022

Webinar: Global Investment Roundtable, January 2022

14 Jan 2022
In the US and Europe, the new year has begun with a huge wave of workplace absenteeism due to surging omicron Covid cases. In China, policymakers are adopting a whack-a-mole approach to multiple Covid outbreaks, while other emerging economies are curtailing market opening measures. Our team outline their base case views for growth, inflation and markets in 2022.
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Webinar: Global Investment Roundtable, December 2021

Webinar: Global Investment Roundtable, December 2021

10 Dec 2021
Our senior team consider the big strategy questions that should be vexing investors in 2022. This includes an assessment of potential positive surprises that could present opportunities for investors who are positioned ahead of time. Our team also consider prospects for the undersupplied and underinvested global energy market.
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Beijing Seminar & Webinar — December 2021

Beijing Seminar & Webinar — December 2021

7 Dec 2021
In our recent live-streamed seminar in Beijing, Anatole presented his case for why markets are right not to panic about high headline inflation numbers. Louis cast doubt on claims that this current bout of inflation is transitory. Arthur and members of the Dragonomics team presented on China's economy, policy goals and asset markets.
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Webinar: Europe's Winter Troubles

Webinar: Europe's Winter Troubles

3 Dec 2021
As winter sets in, Europe seems beset with uncertainties: around Covid, energy prices and inflation. Anatole Kaletsky, Cedric Gemehl and Nick Andrews weigh these and other forces that will be at work in 2022 to assess the outlook for Europe’s economy and markets in the new year.
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Shanghai Seminar — November 2021

Shanghai Seminar — November 2021

19 Nov 2021
In our recent Shanghai seminar, Arthur Kroeber addressed China's policy moves this year, the decarbonization drive and the rivalry with the US; Thomas Gatley outlined the status and prospects for China's economy and markets; and Louis Gave presented his latest macroeconomic views as inflationary pressures around the world continue to mount.
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