Videos

Interviews

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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Video: Germany’s Mixed Messages On China

Video: Germany’s Mixed Messages On China

20 Jul 2023
In mid-July, the German government published its first-ever China strategy, which emphasized the economic security risks posed by Germany’s relations with China. This contrasted with Berlin’s previous stance, which has always prioritized commercial engagement.
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Video: India's Rising Star

Video: India's Rising Star

14 Jul 2023
There are increasing signs that the Indian government’s focus on investment spending, is starting to “crowd-in” private investment and spur consumption. Moreover, inflation is cooling, paving the way for monetary policy to be eased. In this interview, Udith assesses India’s prospects and explains what this improving macro-outlook means for India’s already highly performing asset markets.
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Video: The Fiscal Effect Of French Fragmentation

Video: The Fiscal Effect Of French Fragmentation

7 Jul 2023
The lawless behavior seen on French streets last week was shocking, but not unprecedented. Cedric contends that in the short term, this episode is unlikely to materially impact the economy or financial markets in France. However, the evident fragmentation of French politics—and society—will make it more difficult for the government to handle the country’s worsening fiscal situation.
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Video: China-Russia After Wagner

Video: China-Russia After Wagner

29 Jun 2023
As the mercenary group Wagner marched on Moscow, there was a deafening silence from Russia’s biggest neighbor. China has been a key economic support for Russia even as it attempts to broker a peace deal in Ukraine, but during the tense stand-off, Chinese officials lent no public support to Putin’s regime. Yanmei unpacks the China-Russia relationship and assesses how things are likely to progress.
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Video: China's Changing Property Story

Video: China's Changing Property Story

22 Jun 2023
China’s property market started the year strong following the reopening from Covid containment, but weakened substantially after Q1. It now threatens to drag down the broader economic recovery. In this interview, Rosealea assesses the state of the market, how policymakers are likely to respond and what it means for the likely trajectory ahead.
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Video: The Crypto Crackdown

Video: The Crypto Crackdown

16 Jun 2023
After a decade of what might be called benign neglect, the crypto industry has recently been on the receiving end of a US regulatory crackdown. In this video interview, Will explains that the sector in fact faces headwinds from three different corners of the US policymaking apparatus, and outlines what that might mean for curious investors.
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Events

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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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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