Videos

Interviews

Video: Sizing Up US Election Risks

Video: Sizing Up US Election Risks

30 Sep 2020
Tuesday’s ill-tempered presidential debate will only fuel claims that the US election could see massive fraudulent voting and therefore end with the result challenged in court—and maybe on the streets. Such rancor threatens the long-run viability of American democratic institutions, but in the short run Yanmei says the system can comfortably handle a contested election result.
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Video: Behind The Market's Mood Swings

Video: Behind The Market's Mood Swings

25 Sep 2020
In recent weeks some of the biggest US equity winners since the start of the Covid-19 crisis have appeared to run out of steam, as the Federal Reserve abstained from stepping up its asset purchases. Meanwhile, Congressional gridlock seems to stand in the way of renewed stimulus for American consumers. Will is not too concerned, and in this interview points out that the Fed still has ample ammunition, and that the strength of the US recovery still militates against an outright bearish view on US equities.
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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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Events

 
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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Webinar: Global Investment Roundtable, May 2020

Webinar: Global Investment Roundtable, May 2020

29 May 2020
Yesterday Louis Gave, Charles Gave and Anatole Kaletsky joined Arthur Kroeber at the Global Investment Roundtable. They discussed different scenarios for how and when the world’s major economies can exit the Covid-19 crisis and what it means for investors.
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Webinar: The Future Of Hong Kong

Webinar: The Future Of Hong Kong

27 May 2020
Louis Gave, Simon Pritchard and Vincent Tsui joined Arthur Kroeber to talk about the national security law which China's National People's Congress announced it will implement in Hong Kong, and what this could mean for Hong Kong's future as a global financial center.
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