Videos

Interviews

Video: In Defense Of US Equities

Video: In Defense Of US Equities

13 May 2020
With most big US firms having reported their first quarter earnings, the picture is not pretty and worse may follow in 2Q20. Yet the stock market rally of the last six weeks suggests that investors have a fairly cheery view about US firms’ prospects. So what gives? Near-term expectations are, in fact, appropriately set and the fundamentals of the US market are better than they appear.
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Video: Pandemics, Protests And Outperformance

Video: Pandemics, Protests And Outperformance

7 May 2020
Hong Kong’s GDP contracted almost -9% year-on-year in the first quarter, as the impact of the coronavirus hammered an economy already severely weakened by the last year’s anti-government street protests. In this video interview, Tom examines the storms battering Asia’s premier financial center, and accounts for the resilience of its financial system.
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Video: The US’s Exit From Lockdown

Video: The US’s Exit From Lockdown

30 Apr 2020
The United States is moving towards a release from its lockdown. With individual states treading different paths, the process looks messy and accident-prone. However, Yanmei argues that investors should look through the noise of states’ rights arguments as the US is cranking up Covid-19 testing and generally heading in the right direction.
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Video: North Korea's Succession Question

Video: North Korea's Succession Question

23 Apr 2020
North Korean leader Kim Jong-un failed to show up to last week’s celebration of the birthday of his grandfather, North Korea’s founder Kim Il-sung, sparking vivid speculation about his health and the chain of succession in the isolated country. In this video interview Yanmei breaks down what could happen in a power vacuum left by the supreme leader.
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Video: Europe's Unfinished Business

Video: Europe's Unfinished Business

16 Apr 2020
Eurozone finance ministers attempted to put a positive spin on the no strings €500bn Covid-19 relief package they agreed last week. But everyone is unhappy with the deal. With Italy’s debt to GDP ratio set to soar, Rome is calling for the mutualization of debt among eurozone economies; something Berlin and the Hague have ruled out.
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Video: The US Economic Response

Video: The US Economic Response

9 Apr 2020
The US government has promised unprecedented support to individuals and businesses who face loss of income as a result of Covid-19. Will Denyer weighs the measures to see if they will be enough to sufficiently limit the economic damage wrought.
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Video: The US Can Do A V-Shaped Recovery

Video: The US Can Do A V-Shaped Recovery

2 Apr 2020
The US economy can be assumed to already be in recession, yet KX is relatively confident in its ability to generate a V-shaped recovery once lockdowns are materially eased.
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Video: What's Up With The Pound

Video: What's Up With The Pound

25 Mar 2020
Along with other second-tier currencies the British pound fell steeply between early and mid-March as investors dashed to get their hands on US dollar cash. That US dollar liquidity squeeze has now eased, and sterling has found a near-term bottom. But the outlook for the British currency remains clouded amid the UK’s coronavirus lockdown.
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Video: Time For A Fiscal Union?

Video: Time For A Fiscal Union?

17 Mar 2020
The coronavirus pandemic, with its calls for a coordinated European Union-wide fiscal stimulus to counter the inevitable economic ill-effects, would appear to be the ideal opportunity to press forward with the next big step towards European integration by forging a eurozone fiscal union. But things are not so simple.
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Video: Regime Change In The Oil Market

Video: Regime Change In The Oil Market

12 Mar 2020
The breakup of the Opec+ oil cartel and the ensuing price war between Russia and Saudi Arabia triggered a -30% fall in the price of oil and spooked financial markets. Moscow has upended the monopolistic pricing regime that has supported the price of oil over the last three years. Tom Holland examines the consequences of the oil market’s regime change.
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Events

 
Webinar: Embattled India

Webinar: Embattled India

18 Sep 2020
India has taken a bigger economic hit from the pandemic than any other major economy, exacerbating a slowdown that was already underway. In addition, India is engaged in a high-stakes standff with China over its Himalayan border, which may force an economic decoupling of the two countries.
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Webinar: From Bearish To (Conditionally) Bullish

Webinar: From Bearish To (Conditionally) Bullish

11 Sep 2020
Anatole and Will presented their views on the efficacy of US fiscal and monetary policy in response to the Covid crisis, and outlined the prospects for the economy and asset markets.
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Webinar: Global Investment Roundtable (in French), Sept 2020

Webinar: Global Investment Roundtable (in French), Sept 2020

9 Sep 2020
In a turbulent economic environment, Louis sought to identify assets with “anti-fragile” qualities; Cedric deciphered the message from European markets; Didier Darcet refreshed refresh an old Gavekal framework with “Four Quadrants 2.0” and Charles moderated the discussion.
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Webinar: Global Investment Roundtable, September 2020

Webinar: Global Investment Roundtable, September 2020

4 Sep 2020
Charles Gave, Louis Gave and Will Denyer joined Arthur Kroeber at the global investment roundtable to discuss what's going on in the global economy. Charles identified three big trends that will affect the investment environment in the long term, Will gave an in-dept update on the US economy, and Louis examined where to find assets with “anti-fragile” properties.
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Webinar: Global Investment Roundtable, July 2020

Webinar: Global Investment Roundtable, July 2020

31 Jul 2020
In our monthly Global Investment Roundtable, US analyst Tan Kai Xian analyzed the latest US data and assessed the risk that the present economic stall-out turns into a double-dip recession. Arthur Kroeber explained why the Trump Administration has amped up its Cold War rhetoric on China. Anatole Kaletsky tied it all together and tried to explain the recent movements in global markets.
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Webinar: The Direction For Europe

Webinar: The Direction For Europe

22 Jul 2020
Anatole Kaletsky, Cedric Gemehl and Nick Andrews joined Louis Gave to talk about what lies in store for the European Union in light of Tuesdays agreement on a €750 billion Covid-19 recovery fund.
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Webinar: China's Capital And Bond Markets

Webinar: China's Capital And Bond Markets

14 Jul 2020
On Tuesday morning Thomas Gatley and Wei He joined Arthur Kroeber to discuss the Chinese equity bull market and the major reversal in the bond market.
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Webinar: A New European Dawn?

Webinar: A New European Dawn?

8 Jul 2020
Yesterday Nick and Cedric presented on the topic of their latest Strategy Monthly: A New European Dawn. In this they argue that Europe is finally embracing fundamental reform that should change the investment environment. Anatole offered his take on why the European Union is heading in a “Hamiltonian” direction.
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Webinar: Global Investment Roundtable, June 2020

Webinar: Global Investment Roundtable, June 2020

30 Jun 2020
Yesterday Louis Gave, Will Denyer and Andrew Batson joined Arthur Kroeber at the Global Investment Roundtable. They discussed the economic growth and market situation in the US, the state of the Chinese recovery, and what a post-Covid-19 world might look like.
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Webinar: Global Update (French), June 2020

Webinar: Global Update (French), June 2020

24 Jun 2020
In yesterday's webinar for our Francophone audience, Charles and Louis Gave, Cedric Gemehl and Didier Darcet updated viewers on their views of asset markets and government responses to the economic calamity caused by Covid-19.
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