Videos

Interviews

 
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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Video: Fixing China’s Population Crunch

Video: Fixing China’s Population Crunch

4 Jun 2021
China’s latest census revealed a low fertility rate, pointing to the population soon topping out. In response, the government has said that couples can now have up to three children but, as things stand, there is no reason to think that they will. In this video interview, Gilliam assesses the various policy levers that the authorities can pull to stop the Chinese nation getting smaller.
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Video: Buy The Crypto Dip?

Video: Buy The Crypto Dip?

25 May 2021
Crypto-currency prices have plunged in the last two weeks on a bad brew of news. Will wants to believe in crypto-currencies as an alternative form of money. However, he has struggled to see how such tokens make the jump to being “money”, with all that entails. The question is whether after such a big price drawdown, this skepticism is now discounted into the price.
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Video: Renewed Covid Changes Asia’s Macro Drivers

Video: Renewed Covid Changes Asia’s Macro Drivers

19 May 2021
Many Asian countries face a worsening Covid outbreak, even as the region’s mostly commodity-importing economies face sharply rising prices for energy and raw materials. Asia did go into this crisis with significant policy headroom, so it retains room for action but as Udith and Vincent discuss in this video interview that is now narrowing.
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Video: The Chill In EU-China Relations

Video: The Chill In EU-China Relations

12 May 2021
Hailed as a breakthrough when it was struck back in December, the EU-China Comprehensive Agreement On Investment is in trouble, with little chance the deal will be ratified in the European Parliament amid a deep deterioration in bilateral relations. Nick examines what the political frost means for the earnings of European companies operating in China.
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Events

 
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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Webinar: The Future Of The Great US Rotation

Webinar: The Future Of The Great US Rotation

26 Mar 2021
Much has happened in the US in the last eight weeks. More than 80mn Americans have been vaccinated against Covid, Congress has passed a stimulus bill worth 9% of GDP, and the Fed has confirmed its determination to remain among the most peaceable of inflation doves. In response, 10-year US treasury yields have leapt, and the rotation from growth stocks to value has grown more violent even as the broad equity market has ascended new heights. In yesterday's webinar Will and KX will assessed the US macro environment and examined whether the rotations in favor of value stocks and Covid-losers have further to run.
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Webinar: Making Sense Of China’s Grand Plans

Webinar: Making Sense Of China’s Grand Plans

19 Mar 2021
The annual session of China's National People's Congress has wrapped up with the approval of a new five-year plan, a sweeping document that promises not only technological self-sufficiency but a different style of economic management in coming years. In this webinar, our China experts unpacked what these grand promises really mean, and also discussed the substantial recent correction in Chinese equities and where markets are headed from here.
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Webinar: The Shape Of India's Recovery

Webinar: The Shape Of India's Recovery

12 Mar 2021
With the release of pent-up demand and more fiscal spending, India's economy is rebounding sharply. Its growth potential is also being raised by a new push towards privatization and an industrial policy that supports manufacturers. The question is whether India can overcome institutional lethargy and make these policies work. Tom and Udith addressed such issues and the latest market developments impacting sub-continent assets.
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