Videos

Interviews

Video: Will Bond Yields Topple Asia's EMs?

Video: Will Bond Yields Topple Asia's EMs?

4 Mar 2021
Rising treasury yields are rarely a good thing for emerging markets, as this implies tighter financing conditions. The good news of sorts is that Asia's external position is strong due to buoyant exports, yet domestic demand has been constrained by the pandemic and a slow vaccine rollout.
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Video: Bitcoin—Money Or Snakeoil?

Video: Bitcoin—Money Or Snakeoil?

25 Feb 2021
Will Denyer examines the forces behind the eye-watering run-up and eye-popping volatility of bitcoin, and delves behind the near-term moves in crypto-currency markets to ask whether bitcoin and its ilk will ever gain traction as a unit of account, means of exchange or store of value.
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Video: An Indian Blowout?

Video: An Indian Blowout?

8 Feb 2021
Indian risk assets have ripped in response to last week's big-spending budget, and reports that a collapse in Covid-19 cases points to the country having achieved "herd immunity" ahead of max vaccinations. In this video, Udith considers both India's public health situation and the chances of fiscal stimulus kick-starting growth without spurring an adverse financial reaction.
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Video: The State Of Biden’s Stimulus

Video: The State Of Biden’s Stimulus

2 Feb 2021
After Joe Biden set out plans for a US$1.9trn mega-stimulus, US Senate Republicans have countered with proposals for a relatively meager US$600bn package. In this video interview, Yanmei examines the options and weighs the possible outcomes.
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Video: The UK — At The Center Of The Maelstrom

Video: The UK — At The Center Of The Maelstrom

28 Jan 2021
It’s been an especially stormy start to the year for the United Kingdom, which finds itself at ground zero for the spread of a new and highly infectious strain of the coronavirus, even as it struggles to cope with withdrawal from the European Union’s single market and customs zone. Yet the UK’s financial markets are performing relatively respectably year-to-date as investors focus on the UK’s strong vaccination performance and look ahead to the possibility of economic reopening and recovery. In this video interview, Nick examines the forces at work and weighs the risks facing the UK economy and markets.
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Video: The Good And Bad News For Emerging Markets

Video: The Good And Bad News For Emerging Markets

21 Jan 2021
US president Joe Biden’s planned US$1.9trn fiscal support package for the American economy may provide a metaphorical shot in the arm for at least some emerging markets, partially offsetting the negative economic effects caused by the delayed rollout of actual coronavirus inoculations. Udith assesses the conflicting forces affecting emerging economies.
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Video: China's Post-Pandemic Roadmap

Video: China's Post-Pandemic Roadmap

14 Jan 2021
A year after Covid-19 was first revealed in China, the country has emerged as one of the key economic winners of the global pandemic. In this video interview, Arthur assesses how it did this and looks at the new priorities for Chinese industrial development in a world that has become less open and more suspicious of Chinese intentions. He seeks to answer these questions with reference to US trade and technology policy toward China as a new administration prepares to take office in Washington DC.
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Video: The Treasury’s Liquidity Programs And Markets

Video: The Treasury’s Liquidity Programs And Markets

4 Dec 2020
US Treasury Secretary Steven Mnuchin has come under fire for failing to extend a number of the Treasury’s liquidity support programs into 2021. But as Will outlines in this short video interview, while the existence of the facilities that are set to expire helped to shore up sentiment back in March and April, they have been little used, and are now largely irrelevant in practical terms.
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Video: What Prospect US Fiscal Support?

Video: What Prospect US Fiscal Support?

25 Nov 2020
Investors in the US are displaying signs of euphoria as they anticipate the end of the pandemic due to the roll-out of vaccines. But is this shortsighted given the lack of agreement over fiscal stimulus? Our US policy analyst Yanmei thinks the market has it about right, as the political stars are aligning for some kind of accommodation on a new spending package.
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Video: EU Summit Tensions

Video: EU Summit Tensions

19 Nov 2020
European Union leaders are today sitting down for a high stakes summit. Poland and Hungary are threatening to scupper the EU’s budget and grandly-announced Recovery Fund if they are further penalized for becoming authoritarian and eroding the rule of law. The pandemic continues to demand leaders’ attention and Brexit lurks as the ugly beast in the background.
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Events

 
Webinar: Global Investment Roundtable, June 2021

Webinar: Global Investment Roundtable, June 2021

4 Jun 2021
The big question is still about how durable the current burst of inflation will prove to be. Anatole and Louis joined Arthur to debate this—and everything else going on in the world economy—at our monthly global investment roundtable.
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Webinar: The Commodity Spiral

Webinar: The Commodity Spiral

28 May 2021
Global commodity prices have been on a tear in recent weeks due to strong global growth prospects and constricted supply. The macro picture, however, is murky, with China simultaneously being the driver of soaring iron ore prices while moving to tighten controls over property and infrastructure spending. Rosealea and Louis explained the overall outlook for metals and energy.
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Webinar: Inflation And Its Global Impacts

Webinar: Inflation And Its Global Impacts

21 May 2021
Markets have been roiled by rising US inflation that seems to be returning sooner than expected, and similar inflationary dynamics are starting to be seen in Europe. Our team of analysts addressed the inflation outlook in the US, Europe and emerging markets, and offered views on what it means for asset prices in these markets.
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Webinar: The Semiconductor Endgame

Webinar: The Semiconductor Endgame

14 May 2021
It is increasingly clear that shortages of semiconductors are both more widespread and intractable than first thought. In the near term, the fear is of cascading disruption along the Asian electronics value chain. In the medium term, however, it is possible that massive supply responses create a glut of chips that causes prices to eventually crater.
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Webinar: Global Investment Roundtable, May 2021

Webinar: Global Investment Roundtable, May 2021

7 May 2021
Joe Biden's enormous fiscal initiatives mark a potential sea change in the US government’s role in the economy. They may yet get watered down as the US president negotiates with more conservative members of his party, but tax and spend is clearly the new mantra in Washington DC. The question for investors is what this means for assets in the US and around the world.
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Webinar: French-Language Webinar, May 2021

Webinar: French-Language Webinar, May 2021

5 May 2021
As the US and Europe begin to emerge from the pandemic, Louis assesses the key relationships in global markets, Cedric asks whether Europe will have a summer this year and what the economic effects will be and Didier presents the “Yellow Jacket” multiplier, as he introduces a new asset allocation tool.
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Webinar: Biden Ups The Ante On Tax And Spend

Webinar: Biden Ups The Ante On Tax And Spend

30 Apr 2021
President Joe Biden has said that the US will make sweeping cuts to carbon dioxide emissions and impose tax hikes on the wealthy. For now, the US economy is recovering, but can this continue if risk takers pull in their horns as they will get less of the rewards?
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Webinar: The Rise Of Regulatory Risk In China

Webinar: The Rise Of Regulatory Risk In China

23 Apr 2021
Risk is alive and well in China even amid a record economic recovery. Antitrust authorities are turning their attention to the rest of China's internet platforms, financial regulators are taking a tougher line and Chinese equity markets are looking a bit wobbly. In yesterday's webinar, our panel of China analysts discussed the latest regulatory developments and their implications for markets.
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Webinar: Asset Allocation Amid Low Interest Rates

Webinar: Asset Allocation Amid Low Interest Rates

16 Apr 2021
Charles Gave likes to say he is a rules-based investor, and he’s never been short of ideas. In this webinar, Charles and Gavekal TrackMacro’s Didier Darcet presented their latest work on portfolio construction, including a tool to help fixed-income managers to get satisfactory returns despite punitively low yields.
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Webinar: Global Investment Roundtable, April 2021

Webinar: Global Investment Roundtable, April 2021

9 Apr 2021
In the long years between the 2008-09 financial crash and the 2020 Covid crisis the US stock market massively outperformed equities in the rest of the world. In recent quarters, however, the US market has lost its edge. Yesterday, Louis, KX and Udith weighed the merits of ex-US equities versus US stocks in a post-pandemic world.
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