Videos

Interviews

 
Video: Animal Spirits In China

Video: Animal Spirits In China

29 Aug 2024
The business environment in China has changed markedly over the past few years. On a recent trip to Beijing and Shanghai, Tom met foreign executives who lament the changed environment yet still crave access to China’s huge market. He also ran into domestic firms that thrived in recent decades but are struggling to turn a profit in an economy being directed at self-sufficiency. Yet for those who are on the right side of change in China’s big cities, he says they can benefit from cheap living costs and a good quality of life.
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Video: Promises And Policies

Video: Promises And Policies

23 Aug 2024
Following the finale of the Democratic convention in Chicago, Will and KX look at the headline economic policy proposals of the two candidates—on tax rates, housing, inflation, industrial policy and trade—examine where and how they diverge, and assess the likely effects of different possible outcomes in November for asset prices and the US dollar.
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Video: Self-Driving Cars And Tech Hype Cycles

Video: Self-Driving Cars And Tech Hype Cycles

16 Aug 2024
In markets, this year has been dominated by artificial intelligence. Nearly a decade ago, the hyped-up tech de jour was autonomous vehicles. Now it appears as if years of testing and development are starting to bear fruit. Will recently took his first robo-taxi ride in San Francisco and in this interview he examines the state of the technology, the scale of the rollout and who stands to benefit, or lose, from mass market adoption.
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Video: The Yen Carry Trade And Emerging Markets

Video: The Yen Carry Trade And Emerging Markets

9 Aug 2024
Usually when developed market volatility spikes, the world’s emerging markets fall victim to collateral damage. Things have been less simple this time around. Although Latin American currencies, especially the Mexican peso, have been hit hard by the unwinding of the yen carry trade, East Asian currencies have risen strongly. Udith Sikand explores what lies behind the divergence.
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Video: France's Olympics Scale Challenges

Video: France's Olympics Scale Challenges

26 Jul 2024
On the eve of the Paris Olympics, France’s political class has taken a welcome break from trying to resolve the parliamentary dilemma thrown by a deeply divided electorate. In this video, Cedric discusses the state of France and whether its economy can expect to benefit from an Olympic bounce to chase away the summer blues.
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Video: Towards A Trade War On All Fronts

Video: Towards A Trade War On All Fronts

17 Jul 2024
A new spirit of mercantilism is abroad in the US, with Donald Trump’s Republican Party proposing a “baseline tariff” on all goods imports, as well as targeted higher tariffs on imports from China, should it capture the White House in November’s election. In this interview, Yanmei assesses what this means.
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Video: US Property In Purgatory

Video: US Property In Purgatory

11 Jul 2024
Two months ago, Kai Xian made a cautiously bullish call on the US housing market, as a downturn in activity had looked to be bottoming out. In the intervening period, however, conditions for US homebuilders continued to worsen. In this interview, he explains what happened and what he expects to happen next.
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Video: The Israel-Hezbollah Standoff

Video: The Israel-Hezbollah Standoff

4 Jul 2024
Over the past month, the frequency, intensity and severity of clashes between Israel’s military and Hezbollah has ramped up on the Israel-Lebanon border. That may already have been responsible for pushing the oil price higher. In this interview, Yanmei assesses the forces of escalation against the strength of the guardrails that have kept the conflict fairly contained so far.
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Video: Playing The US Electrification Trend

Video: Playing The US Electrification Trend

26 Jun 2024
The electrification trend in the US economy means that electricity is accounting for a growing share of total energy consumption. KX reckons this is a multi-year development, but there are limited useful ways for investors to play it. In this interview, he outlines the best options.
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Video: Return Of Europe's National Victims?

Video: Return Of Europe's National Victims?

19 Jun 2024
The surprise election announcement by French president Emmanuel Macron last week was followed by market turmoil as investors priced in greater political uncertainty in France. Setting the politics aside for a moment, Cedric assesses the new environment for equities and bonds, and invokes the old Gavekal concept of “national victims” to chart the potential outcomes for listed companies exposed to the French market or who operate in heavily regulated sectors.
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Events

Beijing Seminar — December 2023

Beijing Seminar — December 2023

14 Dec 2023
In last week's seminar in Beijing, Louis-Vincent Gave presented his latest view on global strategy. Arthur Kroeber joined remotely to present an update on the US-China relationship and geopolitical risks. Wei He, Rosealea Yao and Ernan Cui from the Dragonomics team presented the latest developments, and Andrew Batson hosted the panel for a Q&A session.
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Webinar: Europe At A Turning Point?

Webinar: Europe At A Turning Point?

7 Dec 2023
Europe's latest data releases show an economy that is weak but not worsening. The hope for investors is that a soft-landing scenario plays out, but risks abound that could threaten this rosy outlook. Our European analysts assess where the eurozone economy is heading and what it means for regional financial assets.
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Webinar: Taking The Global Temperature

Webinar: Taking The Global Temperature

23 Nov 2023
The global economy has held up better than many commentators had expected early in the year. What comes next? Our team of analysts covering China, the US, Europe and emerging markets will outline their views in this webinar.
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Webinar: China's Search For Stability

Webinar: China's Search For Stability

10 Nov 2023
After months of mixed signals, China’s government is now moving more actively to shore up the economy. But the property crisis remains stubbornly unresolved, and faces problems in domestic consumption and external demand look strong enough to drive a broad rebound. Can China finally achieve some economic stability after years of repeated shocks?
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Webinar: The Risk From Gaza

Webinar: The Risk From Gaza

27 Oct 2023
The conflagration in Gaza has spurred a geopolitical crisis that has so far had a limited impact on global markets. The calculation of investors has been that the key players involved in the Middle East want to prevent escalation towards a regional war. In this webinar, our team unpick the latest developments and explain what they mean for the oil market and other asset values.
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Webinar: Beyond The Bond Sell-Off

Webinar: Beyond The Bond Sell-Off

13 Oct 2023
A vicious bear market in the financial world’s primary “risk-free” asset is affecting other markets, from equities through currencies to commodities, and threatens to undermine the very foundations on which the global financial architecture is constructed. In this webinar, Louis Gave, Anatole Kaletsky and Will Denyer examine both the near-term outlook for asset prices and the longer-term implications for financial markets.
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Webinar: After The China Shock

Webinar: After The China Shock

29 Sep 2023
After a nasty deflationary shock, China's macro data have started to turn around at the margin. Yet markets remain unconvinced, with equities headed down and the currency still under pressure. Our China macro and markets experts will tackle these and other urgent questions about the outlook.
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Paris Seminar — September 2023

Paris Seminar — September 2023

27 Sep 2023
At out latest seminar in Paris, the speakers discussed the macro outlook in core OECD economies, the chance of a strong Chinese recovery and the pathway of emerging economies that seem to be disengaging from the traditional US dollar-centered monetary system. They also examined what these macro trends mean for investment strategy and asset allocation.
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London Conference — September 2023

London Conference — September 2023

20 Sep 2023
Our research panels tackle the macro outlook in core OECD economies, the chance of a strong Chinese recovery and the pathway of emerging economies that seem to be disengaging from the traditional US dollar-centered monetary system. We end by asking what these macro trends mean for investment strategy and asset allocation.
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Webinar: Is A New Cycle Playing Out?

Webinar: Is A New Cycle Playing Out?

7 Jul 2023
The global investment environment remains blighted by sustained inflationary pressure, tapped-out Western governments and a weakening Chinese economy. But tech stocks are again surging, this time on AI-fueled expectations. Anatole, Arthur and Louis pick through these dynamics to explain how these apparently conflicting trends may play out.
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