Videos

Interviews

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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Video: España In The Works

Video: España In The Works

9 Jun 2023
On July 23, Spain goes to the polls in a hastily-called election, which on current polling could lead to protracted coalition talks and a government of new faces. If so, the result will complicate the outlook for Spain’s second-half rotating presidency of the EU, at a time when clear leadership will be needed to steer the reform of the bloc’s fiscal rules. Nick Andrews reviews the political landscape and sets out the challenges.
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Video: A Disappointing China

Video: A Disappointing China

31 May 2023
Louis recently spent time meeting companies and investors in China and found that animal spirits have indeed taken a big knock as a result of government policies. In this video interview, he discusses what this mood shift means for asset markets and offers a view on how investors should play a more circumspect China.
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Video: Towards A More Temperate Recovery

Video: Towards A More Temperate Recovery

24 May 2023
For China bulls, April really was the cruelest month, with economic indicators undershooting expectations almost across the board. In response, market sentiment has swung from the excessive bullishness that prevailed at the end of 2022 to what looks now like an excess of bearishness.
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Video: More Downside For US Housing

Video: More Downside For US Housing

18 May 2023
There are tentative signs that the US housing downturn is flattening out, however, Will is not convinced that an upswing now beckons. He worries that US housing remains unaffordable by historical standards and the new home market is moderately oversupplied. As a member of the US recession camp, he worries that a looming deterioration in the labor market will reinforce these negative drivers.
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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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Events

 
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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Webinar: Into Europe's Winter Of Discontent

Webinar: Into Europe's Winter Of Discontent

21 Sep 2022
With European energy prices for the coming winter up by 500% or more, inflation broadening, and businesses and consumers pessimistic, Europe’s economies are in for a troubled few months. Cedric Gemehl and Nick Andrews discuss what it all means.
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Webinar: China's Economic Troubles Mount

Webinar: China's Economic Troubles Mount

16 Sep 2022
China's economy faces two critical challenges: A property sector is in its worst slump in years. And the economic impact of persistent Covid lockdowns caused by sporadic outbreaks from more transmissible Covid variants. In this webinar, Dragonomics analysts discussed the challenges.
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Webinar: Global Investment Roundtable, September 2022

Webinar: Global Investment Roundtable, September 2022

9 Sep 2022
Anatole outlined the global growth and inflation outlook, and why financial markets have yet to fully adjust; Charles presented his thinking on the dissolution of the post-World-War-Two order and what this means for assets; and Arthur gave an update on China ahead of the 20th Party Congress.
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Webinar: Inflation, Recession, Liquidity Crisis — Navigating Troubled Economic Waters

Webinar: Inflation, Recession, Liquidity Crisis — Navigating Troubled Economic Waters

22 Jul 2022
In this webinar Anatole Kaletsky and Will Denyer discussed the outlook for the US economy and markets over the next 18 months. Additionally, Charles Gave gave an update on the evolving international US dollar liquidity crisis.
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Webinar: Your Questions About China Answered

Webinar: Your Questions About China Answered

15 Jul 2022
China today is a major source of economic and geopolitical uncertainty. Its zero-Covid policy has a significant economic cost, the recovery of the property and tech sectors remains in doubt and the close relationship with Russia raises geopolitical questions. In this webinar, our team attempted to sort out these perplexities.
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Webinar: What Next For Emerging Markets?

Webinar: What Next For Emerging Markets?

8 Jul 2022
Amid a broad-based tightening of global financial conditions, there are fears that emerging markets as an asset class could get caught in the downdraft. Yet notably, EM assets have not underperformed those in developed markets; in the case of currencies, they have outperformed.
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Webinar: Investing In The Age Of Weaponization

Webinar: Investing In The Age Of Weaponization

2 Jul 2022
As crises have emerged, recent years have seen western policymakers weaponize everything from financial services provision to semiconductor production. This will have wide-ranging consequences for the relative performance of assets across the world.
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