Videos

Interviews

Video: Opening To What?

Video: Opening To What?

23 Sep 2022
Hong Kong is finally moving towards reopening to the wider world, if not yet to mainland China. Yet Hong Kong’s economy and assets are getting squeezed by higher US interest rates imported via the Hong Kong dollar’s peg to the US dollar. In this interview, Vincent examines the different forces at work driving Hong Kong’s macro and markets.
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Video: What Ethereum's Merge Means

Video: What Ethereum's Merge Means

16 Sep 2022
On Thursday the Ethereum blockchain underwent the “merge”, moving from a proof-of-work based system to proof-of-stake. This cut its energy usage by -99.9% and slashed the issuance of new ether. Will explains what that means for ether’s in-universe money supply, and how it might make the cryptocurrency more attractive to investors, or spenders.
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Video: Why The Yen's Slide Matters

Video: Why The Yen's Slide Matters

8 Sep 2022
In the last six weeks the Japanese yen has fallen over -8% against the US currency to more than ¥140 to the US dollar. In this video interview, Louis examines the causes of the yen’s fall and explores the potential consequences for investors.
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Video: The Quirinale Question

Video: The Quirinale Question

14 Jan 2022
The possibility that Italian prime minister Mario Draghi could be installed as the country’s largely ceremonial president when parliament chooses a new head of state next month has raised fears of a new period of political instability. In this video interview, Nick Andrews assesses the implications for Draghi’s ongoing structural reform program, and for Italian asset prices.
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Video: The Case For US Bank Stocks

Video: The Case For US Bank Stocks

7 Jan 2022
As the Federal Reserve dials back its quantitative easing program, the US economy is back to relying on banks as the main agents of credit creation. And as US yields move higher, Will is convinced that large-cap bank stocks offer one of the best bets in the US market. In this video interview, he explains why.
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Video: The Struggle For Self-Sufficiency

Video: The Struggle For Self-Sufficiency

17 Dec 2021
US efforts to slow the development of China’s domestic semiconductor industry through export bans on US-origin technology has duly stymied its leading chipmakers. As a result, Beijing is working hard to achieve some form of technological self-sufficiency. In this interview, Gavekal Fathom China’s Tilly Zhang outlines two prongs of the effort.
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Video: Pricing French Political Risk

Video: Pricing French Political Risk

10 Dec 2021
With four months to go before France’s 2022 presidential election, the lion’s share of publicity has so far been captured by the populist rightCedric assesses whether a right-wing Euroskeptic could really capture the Elysée palace come April, to what extent polling gains by populist candidates icould destabilize Europe’s financial markets.
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Video: The State Of The US Economy

Video: The State Of The US Economy

1 Dec 2021
With US inflation way above target, the Federal Reserve is considering a faster than initially planned wind down to its asset purchases. In this video interview, Will examines the US’s inflationary dynamic and assesses the impact that a renewed Covid outbreak could have on the growth outlook and markets.
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Video: Russia And The European Energy Equation

Video: Russia And The European Energy Equation

24 Nov 2021
The sharp rise this year in European energy prices has been widely attributed to Russia, which has declined to increase near-term supplies of natural gas to Europe in line with the region’s demand growth. Nick examines the incentives guiding Moscow’s decisions and explores the potential impact of Russia’s choices on Western Europe’s inflation and growth outlook.
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Video: The Conflicting Signals In US Consumption

Video: The Conflicting Signals In US Consumption

17 Nov 2021
The US recorded continued strong retail sales growth in October. But more forward-looking surveys are showing a deep deterioration in consumer sentiment as gasoline prices have risen to seven-year highs, acting as an effective tax on households’ discretionary spending power. In this video interview, KX weighs these conflicting forces to assess the outlook for US consumer demand in 2022.
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Events

 
London Seminar, October 2022

London Seminar, October 2022

24 Oct 2022
In our London seminar, Anatole Kaletsky assessed the outlook for global markets, Cedric Gemehl updated his view on Europe, Tom Miller considered the effects of China's National Party Congress and Charles Gave considered the possibility that this time really could be different.
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Webinar: Asian Property In The Crosshairs

Webinar: Asian Property In The Crosshairs

21 Oct 2022
Over the last decade, Asian property markets have done especially well on a cocktail of cheap money and solid macroeconomic fundamentals. Yet as policymakers in Asia struggle to catch up with the US Federal Reserve by raising interest rates, Asian property markets look exposed.
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Webinar: Global Investment Roundtable, October 2022

Webinar: Global Investment Roundtable, October 2022

14 Oct 2022
As fears mount for the growth outlook around the world, Arthur Kroeber examined the state of China’s economy and what to expect (and what not to expect) from China’s upcoming Communist Party Congress. Anatole Kaletsky presented his latest views on growth and inflation. And Charles Gave discussed optimum portfolio construction for troubled times.
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Paris Seminar, October 2022 (In French)

Paris Seminar, October 2022 (In French)

7 Oct 2022
The speakers discussed the global investment outlook, provided an update on European markets and outlined the latest research on portfolio construction.
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Webinar: Mad Currency Markets

Webinar: Mad Currency Markets

7 Oct 2022
The US dollar continues to make new highs, dragging the rest of the world’s currencies lower and forcing central banks to tighten monetary policy to deal with resulting threats of financial instability and heightened inflation. In this webinar, our team of currency-focused analysts looked at the effect of the current global liquidity crisis in their regions.
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Webinar: Who Owns China Inc.?

Webinar: Who Owns China Inc.?

30 Sep 2022
Thomas Gatley discussed his in-depth research into who owns China’s listed firms and answered viewer questions. Over the past decade a new hybrid form of ownership has emerged, which arguably represents the corporate form best adapted to succeed in China’s state capitalist economy. But there are risks to this new model.
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Webinar: Into Europe's Winter Of Discontent

Webinar: Into Europe's Winter Of Discontent

21 Sep 2022
With European energy prices for the coming winter up by 500% or more, inflation broadening, and businesses and consumers pessimistic, Europe’s economies are in for a troubled few months. Cedric Gemehl and Nick Andrews discuss what it all means.
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Webinar: China's Economic Troubles Mount

Webinar: China's Economic Troubles Mount

16 Sep 2022
China's economy faces two critical challenges: A property sector is in its worst slump in years. And the economic impact of persistent Covid lockdowns caused by sporadic outbreaks from more transmissible Covid variants. In this webinar, Dragonomics analysts discussed the challenges.
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Webinar: Global Investment Roundtable, September 2022

Webinar: Global Investment Roundtable, September 2022

9 Sep 2022
Anatole outlined the global growth and inflation outlook, and why financial markets have yet to fully adjust; Charles presented his thinking on the dissolution of the post-World-War-Two order and what this means for assets; and Arthur gave an update on China ahead of the 20th Party Congress.
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Webinar: Inflation, Recession, Liquidity Crisis — Navigating Troubled Economic Waters

Webinar: Inflation, Recession, Liquidity Crisis — Navigating Troubled Economic Waters

22 Jul 2022
In this webinar Anatole Kaletsky and Will Denyer discussed the outlook for the US economy and markets over the next 18 months. Additionally, Charles Gave gave an update on the evolving international US dollar liquidity crisis.
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