Videos

Interviews

 
Video: The US Fiscal Seesaw

Video: The US Fiscal Seesaw

18 Sep 2020
There are some signs that Democrats and Republicans are inching towards a new spending deal to provide "enhanced" benefits to struggling companies and unemployed Americans. Yanmei argues that such a resolution would certainly buttress demand going into the winter season but a "no deal" outcome would not necessarily spell disaster for a US economy that is learning to live with Covid-19.
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Video: Assessing The Midwest Outbreak

Video: Assessing The Midwest Outbreak

10 Sep 2020
While the pandemic continues to ravage the US, the last month has seen rates of infection decline across most of the country. That situation has recently reversed in some low-population Midwestern states, but on balance the US has learnt to live with Covid, and therefore a resurgence in the fall will not result in the kind of disruption seen in March and April.
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Video: Covid-19's Investment Implications For Asia

Video: Covid-19's Investment Implications For Asia

2 Sep 2020
Asia has handled the pandemic decently well and its solid macroeconomic fundamentals means it does not face any kind of solvency crisis. The problem for investors is that the growth outlook remains pretty grim, with limited prospects for a swift improvement. As a result, investors should stick with local currency bonds, which look well set in this environment.
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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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Events

 
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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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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