Videos

Interviews

Video: Hurricane Season

Video: Hurricane Season

5 Oct 2023
As we enter October, historically a stormy season for financial markets, there are ominous signs that the recent steep sell-off in US treasury bonds is beginning to have an increasingly severe effect on other asset markets. In this video interview, Tan Kai Xian looks at which sectors of the stock market are most at risk and assesses the probability of a sharp rise in broad equity volatility accompanied by an abrupt fall in prices.
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Video: Breasting The Bond Rout

Video: Breasting The Bond Rout

28 Sep 2023
In the last two months, US treasury bonds have suffered another steep sell-off, with 10-year yields rising to their highest since 2007. In this video interview, Louis explores why the market is seeing another down-leg now, examines the implications and asks where, with major equity indexes under pressure, investors can seek safety amid the turbulence.
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Video: The Real State Of China's Economy

Video: The Real State Of China's Economy

22 Sep 2023
After August’s panic about a possible economic implosion in China has died down, Christopher Beddor offers a sober assessment of the current outlook. Growth momentum appears to be stabilizing, and the authorities are easing real estate market policy. However, the financial weakness of developers continues to put strains on less visible parts of the financial sector.
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Video: The Man In Demand

Video: The Man In Demand

8 Sep 2023
Five years ago, the effective ruler of Saudi Arabia, crown prince Mohammed bin Salman, was ostracized by Western nations as an international pariah. Today, MBS, as the prince is known, is in demand from all sides.
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Video: China's Inward Turn

Video: China's Inward Turn

31 Aug 2023
On his first visit to China in four years, Tom Miller was struck by China’s increasingly isolationist mood, as the country’s leadership stresses the primacy of national security and self-sufficiency. In this video interview, Tom describes the effects these twin policy tracks are having on the ground, outlines the impact on foreign businesses and the potential consequences for China’s economic growth.
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Video: Thailand's New Test

Video: Thailand's New Test

25 Aug 2023
Thailand has reached a messy political accommodation. No one is very happy about the arrangement, but the hope is for political stability. The concern for investors, Vincent argues, is that Thailand is slipping into a stasis which may benefit bondholders but leaves the economy with few fresh growth drivers and thus a weak equity outlook.
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Video: Is The UK Out Of The Woods?

Video: Is The UK Out Of The Woods?

18 Aug 2023
Headline inflation in the UK has started to moderate just as wages rise in a material way. That is giving rise to concerns about a wage-price spiral and is likely to constrain any monetary easing moves made by the Bank of England. In this video, Nick assesses what the dynamic means for the UK economy and for an already stressed gilt market.
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Video: Has Monetary Policy Lost Its Bite?

Video: Has Monetary Policy Lost Its Bite?

10 Aug 2023
Despite 525bp of interest rate hikes in less than 18 months, far from sliding into recession as many observers expected, the US economy continues to grow at a respectable if unspectacular rate and unemployment remains close to 50-year lows at just 3.5%. In this video interview, Tan Kai Xian digs into what is different about this cycle of monetary tightening—and what remains the same.
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Video: The Fallout From Fitch

Video: The Fallout From Fitch

4 Aug 2023
US treasury yields have risen to the top of their trading range since Fitch Ratings downgraded US government debt on Tuesday. It comes as the US Treasury is forced to issue record amounts of new debt to fund US government deficits. Kai Xian assesses the resulting change in the liquidity environment and what this means for investors.
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Video: AI—Boom Or Bust?

Video: AI—Boom Or Bust?

28 Jul 2023
The likes of Microsoft, Google and Meta have embraced generative artificial intelligence applications, but workers are fearful for their jobs and governments are threatening to regulate the industry. Will examines the possible macro impacts of the generative AI boom and compares it to previous examples of disruptive technological breakthroughs.
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Events

Webinar: A Health Check On China's Recovery

Webinar: A Health Check On China's Recovery

28 Apr 2023
China’s economic rebound is well under way, with GDP growth in the first quarter beating expectations on the back of strengthening household consumption and property sales. But many still have doubts about the strength of the recovery. Thomas Gatley and Wei He assess what the data tell us about the recovery so far, as well as the outlook for economic growth and asset markets.
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Beijing Seminar — April 2023

Beijing Seminar — April 2023

26 Apr 2023
In last week's seminar in Beijing, Will Denyer discussed the outlook for the US economy and Federal Reserve policy; Arthur Kroeber spoke on China’s long-term growth trajectory and the strategy to counter US efforts to hinder its technological development; Andrew Batson presented an update on China's post-Covid recovery and answered audience questions along with Rosealea Yao and Xiaoxi Zhang.
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Webinar: The International Debt Crisis Of 2023

Webinar: The International Debt Crisis Of 2023

21 Apr 2023
After global frontier markets went on a borrowing spree between 2008 and 2020, tighter global liquidity has pushed countries from Pakistan to Zambia into financial crisis. China is a major creditor, sometimes at odds with other bilateral and multilateral lenders.
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Shanghai Seminar — April 2023

Shanghai Seminar — April 2023

17 Apr 2023
Louis examined the global macroeconomic landscape to find the key trends and structural changes that matter for investors; Wei discussed China's economic recovery and outlined the near-term growth and policy outlook; and Arthur spoke on China’s long-term growth trajectory geopolitical strategy.
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Webinar: Global Ructions, New Investment Realities

Webinar: Global Ructions, New Investment Realities

14 Apr 2023
As markets stabilize after the ructions caused by the US’s banking travails, it is time to take stock of what has changed for investors. In this webinar Charles and Louis update their views on the global macro situation with a particular focus placed on an accelerated “dedollarization” that both of them see as a major factor now influencing markets and investment returns.
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Webinar: A Squeezed Europe Tries To Respond

Webinar: A Squeezed Europe Tries To Respond

31 Mar 2023
As US firms operating in key industries get huge subsidies under the sprawling Inflation Reduction Act and Chinese firms consolidate their dominance in sectors like battery technology, European firms feel hemmed in on all sides. In this webinar, our team assesses the options open to Europe and what it all means for the region’s longer-term growth outlook.
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Webinar: China’s New Agenda

Webinar: China’s New Agenda

24 Mar 2023
Hoping to turn the page on a traumatic 2022, China’s government has unveiled a new agenda to be carried out by fresh faces in 2023. In this webinar our China team discusses the outlook for the economy, the political risks and the drivers for markets.
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Hong Kong Seminar — March 2023

Hong Kong Seminar — March 2023

22 Mar 2023
Will Denyer discussed the banking trouble in the US and how it might affect the Federal Reserve’s course of action, Arthur Kroeber presented on China’s economic outlook and geopolitical strategy, and Louis sought to identify the key themes for investors in 2023.
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Webinar: The Fallout From SVB

Webinar: The Fallout From SVB

16 Mar 2023
In this webinar, Will Denyer, Tan Kai Xian and Cedric Gemehl reviewed the state of the US and European banking systems, and explored what the SVB debacle means for the economy, central bank policy and portfolios.
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Webinar: The Next Step For Emerging Markets

Webinar: The Next Step For Emerging Markets

10 Mar 2023
Emerging market analysts Udith Sikand and Vincent Tsui outlined the two big forces that will drive EM performance over the rest of 2023, and explored the three main macro scenarios EM investors are likely to face.
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