Videos

Interviews

 
Video: India Backs Off Foreigner Tax

Video: India Backs Off Foreigner Tax

11 Aug 2021
India has been a tough place for multinationals to make big capital investments. Just this week the country’s highest court cleared the way for anti-trust action against Amazon and Walmart’s online retail platforms. However, a counter-trend move has been the government backing away from a retrospective tax that has been deployed against foreign investors.
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Video: A Healing US Labor Market

Video: A Healing US Labor Market

5 Aug 2021
Since the depths of the pandemic, the US labor market has recovered remarkably quickly. A key question for investors is how long strong job creation can be sustained before upward wage pressure returns. Ahead of Fridays’ payrolls report, Kai Xian outlines the key drivers of the US labor market.
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Video: The Semiconductor Crunch And Asian Exports

Video: The Semiconductor Crunch And Asian Exports

29 Jul 2021
Apple's Tim Cook warned investors that it would face microchip shortages in the second half of the year. Yet last week, Taiwan Manufacturing Semiconductor said that it saw an abatement of the great chip shortage. In this video interview, Vincent seeks to reconcile these two statements, and explain what it all means for Asian exports.
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Video: The Debt Ceiling Is Back

Video: The Debt Ceiling Is Back

22 Jul 2021
After a two-year suspension, the US debt ceiling will soon be reimposed at current levels. Official estimates suggest that the Treasury can delay defaulting on its debt for three to four months. That is shorter than the five months the Treasury was able to delay during a similar standoff over the debt ceiling in 2019. Ultimately, Congress should act and default will be avoided.
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Video: The IMF Weighs In

Video: The IMF Weighs In

15 Jul 2021
Large emerging markets have managed through the pandemic decently well, yet the debilitating economic effects of Covid mean stresses are appearing among lower quality national borrowers. This is one reason that the International Monetary Fund is set to expand distribution of its "Special Drawing Rights" reserve-type asset by US$650bn.
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Video: How Brexit Britain Shapes Up

Video: How Brexit Britain Shapes Up

8 Jul 2021
Six months after the UK properly left the European Union, the shape of the emerging post-Brexit economy is becoming a little clearer. Despite distorting effects from the pandemic, the impact on trade from being outside the EU’s single market can be seen, arguments about the UK’s position as a manufacturing hub can be tested and the future shape of Britain’s once super-charged financial services sector is coming into focus. Nick Andrews reviews recent developments in this video interview and offers pointers for the future.
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Video: Can Italy Recover?

Video: Can Italy Recover?

1 Jul 2021
In response to the Covid economic shock, the European Union has vowed to adopt more expansive fiscal responses and limited mutualization of national debts. The country where this approach will fall, or rise is Italy. In this interview, Nick offers a view on whether it will be enough for Italy to mount a comeback.
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Video: The US Housing Sector Rolls Over

Video: The US Housing Sector Rolls Over

25 Jun 2021
The US housing market has been booming for the past year, with prices setting a record-high in data released this week. However, a decline in affordability, coupled with the potential for higher mortgage rates, is weighing on demand and has started to force a shift from a buyer-led market to a renter-led market.
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Video: The New Normal For Antitrust

Video: The New Normal For Antitrust

18 Jun 2021
Earlier this week, outspoken “Big Tech” critic Lina Khan was named chair of the Federal Trade Commission after a bipartisan vote. In this interview, Yanmei assesses to what degree this signals a harder line on antitrust issues by the Biden administration, and whether the US’s big tech firms have reason to be worried.
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Video: Weighing The Fed’s Unconventional Options

Video: Weighing The Fed’s Unconventional Options

9 Jun 2021
The Federal Reserve’s next move is likely to be verbal guidance over a tapering of asset purchases, argues Will. That is increasingly a consensus market position, so in this interview he explores other policy options that the Fed could choose to pursue.
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Events

 
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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Webinar: The Macro And Market Implications Of Europe’s Pandemic Response Shambles

Webinar: The Macro And Market Implications Of Europe’s Pandemic Response Shambles

2 Apr 2021
As the European Union’s vaccination program stumbles from one misstep to another, investors are being forced to put back their expectations for European economic recovery, while a procurement scandal in Germany raises the probability that the pandemic will have a long-term effect on the EU’s political landscape. Anatole, Cedric and Nick examined the near-term market impact and long-term economic policy implications.
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