Podcast Episodes

What’s driving the Chinese electric vehicle industry?

Episode 357

Recent headlines about price wars and intense competition in the Chinese electric vehicle (EV) market have sparked investor concerns about the industry’s future, with many worrying about a race to th…

Published on 2 months, 2 weeks ago

The Week in Markets: A return to neo-conservatism

Episode 356

US President Donald Trump’s “America First” foreign policy, which prioritised limiting military involvement overseas and avoiding “endless wars,” now appears to have given way to a revival of neo-con…

Published on 2 months, 3 weeks ago

Middle East Flashpoint: Implications for oil and gold

Episode 355

With tensions escalating in the Middle East, markets are on edge. Are we seeing a fundamental supply shock in oil —or just a sentiment-driven spike? What are the ripple effects on oil trade routes an…

Published on 2 months, 4 weeks ago

The Week in Markets: Fog of war clouds the outlook for markets

Episode 354

The global economy is navigating a complex landscape of rising oil prices and increasing inflationary pressures. Following last week's conflict between Israel and Iran, oil prices have surged over 12…

Published on 2 months, 4 weeks ago

Market Outlook Mid-Year 2025 – Investing in a multipolar world

Episode 353

The first half of the year has provided investors with ample food for thought, but what’s next and how should investors be positioned for the second half of the year? 

In this episode of the Beyond Ma…

Published on 3 months ago

The Week in Markets: Job data surprise forces the Fed to reassess

Episode 352

Despite the latest US job data showing resilience, underlying cracks are emerging—highlighted by downward revisions to job growth figures. The stronger-than-expected headline number adds conflicting …

Published on 3 months ago

The Week in Markets: Impact of the dollar decline

Episode 351

The shift in the way the US trades with the world is fundamentally leading to higher inflationary pressures, and in turn causing a weakening US dollar. This has significant implications for investors…

Published on 3 months, 1 week ago

China Conversations: Tailwinds in Chinese equities

Episode 350

The potential for increased policy support, and ongoing improvements in corporate governance, are factors that support a constructive outlook for Chinese equities. Additionally, the ongoing shift in …

Published on 3 months, 2 weeks ago

What we learnt from an unusual Q1 earnings season

Episode 348

A large shadow was cast over the Q1 2025 earnings season by President Trump’s Liberation Day tariff bombshells and his administration’s subsequent trade discussions. Investors and traders alike waite…

Published on 3 months, 2 weeks ago

The Week in Markets: US pessimism prevails

Episode 349

US assets slumped last week, with the US dollar, Treasuries, and stocks selling off following President Trump's warning of fresh tariffs on the European Union. The pessimism on US assets is also refl…

Published on 3 months, 2 weeks ago