Podcast Episodes
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The Macro Brief – The case for emerging markets
Following a standout 2025, Ali Cakiroglu, Emerging Markets Strategist, looks at the drivers for EM assets in 2026.
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8 months, 1 week ago
Under the Banyan Tree – Commodities: Behind the headlines
With geopolitics, the energy transition and changing investor preferences all affecting the price of commodities right now, Fred welcomes Paul Bloxha…
8 months, 2 weeks ago
The Macro Brief – Global tech trends
From the latest innovations to the investment strategies of big tech giants, Nicolas Cote-Colisson, Head of Global Tech Platforms Research, outlines …
8 months, 3 weeks ago
Under the Banyan Tree – China: what to watch in 2026
Fred and Herald are joined by Chief China Economist Jing Liu to discuss the major talking points for Chinese markets and economics in the Year of the…
8 months, 3 weeks ago
The Macro Brief – The global economy in 2026
From inflation and monetary policy to trade and AI, Janet Henry, Global Chief Economist, looks at the factors set to shape the world economy this yea…
8 months, 4 weeks ago
Under the Banyan Tree – Reading the tea leaves in 2026
Fred and Herald kick off 2026 with a round-up of what we think could be the highlights for Asian markets and economics in 2026.
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8 months, 4 weeks ago
Perspectives: Mapping the future of Asia's ETF market
Ding Chen, CEO, CSOP Asset Management, joins Oliver Kadhim, Head of the Institutional Client Group, Asia, HSBC, on our latest podcast episode to delv…
8 months, 4 weeks ago
Perspectives: Decarbonising in action with Heineken Mexico
Inti Pérez, Director of Corporate Social Responsibility and Sustainability, Heineken Mexico, joins Natalie Blyth, Global Head of Sustainable Finance …
9 months, 2 weeks ago
The Macro Brief – Digital assets in 2026
Daragh Maher, Head of Digital Assets Research, assesses the latest developments in the digital assets space and outlines what we should be looking ou…
9 months, 2 weeks ago
Under the Banyan Tree – 2025: Expectation vs reality
In our final episode of the year, Herald and Fred reflect on what surprised them most across Asian markets and economics in 2025.
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9 months, 2 weeks ago