Videos

Fresh off the publication earlier this year of his book on China, Arthur in this video interview explains China’s long-term economic development strategy before zooming in to answer the key questions that currently vex investors, namely, the trajectory of growth and the potential for a severe financial crisis.

Louis outlines his view on this summer's unusual global economy and offers investment advice going forward into autumn.

Nick presents what's at stake in Italy's upcoming constitutional referendum, and what it could mean for the European Union

Stefano Capacci On The Politics Of Italy's Referendum

India needs to create roughly 8mn new jobs each year to absorb new entrants into the labor force and capitalize on a demographic dividend which has already part expired. Narendra Modi’s government must overcome a deep-set problem of “jobless growth” which, if unchecked, promises to create seething resentment in sprawling urban regions. If successful, Tom argues that India should be able to follow a China-style urbanization process with huge implications for supplier industries.

Video: Risks In US High Dividend Stocks

Video: On Wicksellian Theory

Video: On India's Growth

For a deeper dive, read the Quarterly Strategy Chartbook: The State Of The US Economy here.

Nick Andrews discusses the possibility of a "Brexit"