Videos

Interviews

Video: Europe's New Liquidity Environment

Video: Europe's New Liquidity Environment

11 May 2023
Over the last decade, the eurozone banking system relied on emergency lending facilities that made liquidity freely available and predictably priced. Today, the ECB is both winding down its quantitative easing and allowing liquidity operations to expire. That will force European banks to rely on each other for interbank lending. In this video, Nick explores what that means for banks and investors alike.
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Video: Hong Kong Adjusts

Video: Hong Kong Adjusts

3 May 2023
The reduction in a key measure of interbank liquidity in Hong Kong and a weakening of the Hong Kong dollar has led some investors to conclude that trouble looms for the Asian financial center. In this video interview, Vincent explains why the real victim of “normalization” in the Hong Kong dollar market may not be the currency peg but the local property market.
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Video: Navigating Asia's Trade Winds

Video: Navigating Asia's Trade Winds

27 Apr 2023
Worsening US-China relations presents both a threat and an opportunity to other Asian economies. Many non-China producers will lose out if the re-onshoring trend gathers pace. On the other hand, Western producers’ move to seek new supplier networks represents a major opportunity.
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Video: The Outlook For Oil Prices

Video: The Outlook For Oil Prices

21 Apr 2023
The Opec+ petroleum exporters’ cartel is cutting back its crude production and China's reopening evokes memories of how previous Chinese rebound drove oil demand. But is that the case today? Tom weighs the conflicting forces driving oil demand and supply, and assesses the outlook for prices over the remainder of 2023.
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Video: Macron's Gambit

Video: Macron's Gambit

13 Apr 2023
Emmanuel Macron’s domestic reform agenda looks to have met its Waterloo over massive popular opposition to pension reform. In this video interview, Cedric takes stock of Macron’s presidency and explains what it means for France’s economic prospects in the next four years.
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Video: The Banking Trainwreck

Video: The Banking Trainwreck

5 Apr 2023
In last week’s video interview, Louis Gave argued that the problem affecting banks was concentrated in the US and did not really deserve the moniker “crisis”. Tan Kai Xian agrees that banking problems are mostly focused in the US, but he worries that this will prove to be a rolling crisis whose effects worsen as it develops.
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Video: Is This Really A Banking Crisis?

Video: Is This Really A Banking Crisis?

31 Mar 2023
Three weeks into the “banking crisis”, Louis takes stock of the reaction from asset markets and considers how investors should be positioning themselves.
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Video: The State Of China's Recovery

Video: The State Of China's Recovery

17 Mar 2023
China’s hotly anticipated economic indicators for January and February, released this week, revealed for the first time the state of the economic recovery after the reopening from Covid containment. Christopher unpacks what the data show and the likely trajectory for growth this year.
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Video: Unpacking The Yield Curve Inversion

Video: Unpacking The Yield Curve Inversion

9 Mar 2023
The US yield curve has not been this severely inverted since 1981, giving rise to fears that a recession in the world’s biggest economy may be nigh. Yield curve inversions do not always signal a recession, but every recession since the mid-1960s has been preceded by an inverted yield curve. Will explains why that is the case and what it means for asset allocators.
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Video: The Threat To Taiwan

Video: The Threat To Taiwan

6 Mar 2023
Tom recently returned from a research trip to Taiwan and heard a quite different view among politicians and security experts about the risk of an invasion from mainland China. Here he discusses whether the Taiwanese are being complacent, or simply properly realistic.
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Events

Webinar: Fiscal And Monetary Policy After The Midterms

Webinar: Fiscal And Monetary Policy After The Midterms

2 Dec 2022
With a change of political control looming in the US House of Representatives, fiscal policy could be increasingly important in dictating the remainder of this economic cycle. On top of that, the Federal Reserve may soon pivot. Will and KX unpick what this all means.
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Webinar: China’s Loss, India’s Gain

Webinar: China’s Loss, India’s Gain

24 Nov 2022
India's stock market has been one of the best performing in Asia this year, and the country is also benefiting from contract tech manufacturers starting to redirect direct investment from China. The question for the Indian economy is whether domestic companies follow suit and help to initiate a new investment cycle.
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Webinar: Europe's Winter Journey

Webinar: Europe's Winter Journey

18 Nov 2022
Although Europe has a decent chance at escaping painful energy rationing this winter, higher energy prices have already hurt growth, while inflation has become entrenched across much of the economy. Cedric Gemehl and Nick Andrews weighed the forces driving European growth and inflation, and assessed the outlook for financial markets.
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Webinar: Looking For A Hiding Place

Webinar: Looking For A Hiding Place

9 Nov 2022
As the global economy shifts down a gear and the Federal Reserve continues to turn the screws on inflation, Louis Gave and Anatole Kaletsky assessed the outlook for investors in a run-in to the year-end which looks like it may not be pretty.
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Webinar: Time To Batten Down The Hatches?

Webinar: Time To Batten Down The Hatches?

4 Nov 2022
The US economy is approaching recession territory, while the Federal Reserve continues to tighten liquidity conditions. Add in political uncertainty ahead of the US midterm elections and this is a testing moment to be managing a portfolio. In yesterday's webinar, Will Denyer and Tan Kai Xian offered suggestions on where to seek shelter from the storm.
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Webinar: After The Party Congress

Webinar: After The Party Congress

28 Oct 2022
Where will Xi Jinping take China after the conclusion of the Party Congress? In this webinar, our China team assessed what we learned, and what we didn't, from the most important event in the Communist Party's political calendar. They decoded the signals on politics and policy, explored the implications of the new leadership team, and analyzed the next evolution of Covid strategy.
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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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