Videos

Interviews

Video: A South China Sea October Surprise?

Video: A South China Sea October Surprise?

27 Aug 2020
Tensions in the South China Sea between the US and China are ramping up during a presidential campaign where the incumbent has set himself on a collision course with China. You do not have to be a crazed conspiracy theorist to wonder if this theatre could be the scene of an “October Surprise”.
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Video: The State Of The US Recovery

Video: The State Of The US Recovery

20 Aug 2020
Pandemic aside, the US faces a looming fiscal cliff and rising political risk as the presidential election campaign starts proper. So why is Will so sanguine about the country’s economic prospects? In this video interview, he explains his position.
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Video: A Joe Biden Presidency?

Video: A Joe Biden Presidency?

6 Aug 2020
With the US presidential election less than three months away, polling suggests Joe Biden and the Democrats have a chance at a clean sweep of the White House and Congress. While Biden has been open about wanting to raise taxes and tackle climate change, he would inherit an economy still reeling from the coronavirus shock. With this in mind, Yanmei outlines what the 100 first days of a Biden presidency are likely to look like.
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Video: The Hong Kong Sanctions Regime

Video: The Hong Kong Sanctions Regime

29 Jul 2020
As US-China tensions amp up, Hong Kong faces US actions in response to the national security law imposed by the Chinese government. This includes an end to preferential trade treatment and penalties for foreign financial institutions that transact with officials found to be undermining the city’s freedoms. In this video interview, Dan explains how the program will play out and addresses the question of whether the US government will target Hong Kong’s core financial activities and risk a major crisis of confidence.
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Video: A Fiscal Cliff Approaches

Video: A Fiscal Cliff Approaches

23 Jul 2020
With the Covid-19 outbreak in the US still worsening, special unemployment benefits that have provided a lifeline for 17mn Americans stand to expire at the end of next week. Yet unlike in March, there is scant appetite in Washington DC for a swift bipartisan deal to extend support for the jobless. In this video interview, Yanmei explains what is at stake for the US economy if politicians cannot make a deal before heading off for their summer recess.
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Video: Singapore's Policy Path

Video: Singapore's Policy Path

16 Jul 2020
Just days after securing another five years in power at the ballot box, Singapore’s government announced that the island republic’s gross domestic product contracted a worse-than-expected -12.6% year-on-year in the second quarter. However, with large accumulated fiscal reserves, the government has considerable scope to spend in order to stimulate Singapore’s economy.
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Video: What To Make Of Britain’s £30bn Stimulus

Video: What To Make Of Britain’s £30bn Stimulus

9 Jul 2020
This week UK Chancellor of the Exchequer “Dishy” Rishi Sunak lived up to his media nickname, dishing out an additional £30bn in fiscal support and stimulus measures. In this short video interview, Nick assesses their likely impact.
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Video: Singapore Beyond July's Election

Video: Singapore Beyond July's Election

1 Jul 2020
Although a new opposition political party is making Singapore’s current election season somewhat more interesting than past campaigns, the outcome is not in doubt: the ruling People’s Action Party will be confirmed in power for another five-year term. In this short video interview, Vincent looks beyond the July 10 poll to survey the economic and market outlook for the island republic.
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Video: Behind The Resilience Of Hong Kong's Markets

Video: Behind The Resilience Of Hong Kong's Markets

24 Jun 2020
Hong Kong has been beset by a string of bad news, from mass street protests, through Covid-19, to national security legislation of unknown scope and severity imposed by the mainland. Yet you wouldn’t guess it from looking at the city’s property market—the world’s priciest—or its stock market where several mainland tech companies are lining up to do their initial public offerings. Vincent explains the disconnect.
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Video: High Stakes In The Himalayas

Video: High Stakes In The Himalayas

18 Jun 2020
In this video, Udith argues that the mayhem seen on the India-China border this week will provide another catalyst for Indian nationalists who want to lessen the country’s reliance on China, even if that means accepting far slower economic growth.
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Events

 
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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Webinar: Emerging Market Update, June 2020

Webinar: Emerging Market Update, June 2020

17 Jun 2020
In yesterday’s webinar, Udith Sikand, Vincent Tsui and Tom Miller joined Arthur Kroeber to present the general outlook for emerging market assets and currencies, as well as discuss the situation in India.
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Webinar: China's Economic Outlook After The NPC

Webinar: China's Economic Outlook After The NPC

3 Jun 2020
China research director Andrew Batson was joined by China macroeconomist Wei He and Asia analyst Vincent Tsui to discuss the news from the National People's Congress and what it means for China's economic recovery, the likely direction of fiscal and monetary policy, and the consequences of Hong Kong's national security law.
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