Podcast Episodes
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Under the Banyan Tree - A lot to unpack in global commodities
Herald van der Linde and Fred Neumann are joined by our Sydney-based Chief Economist for Global Commodities, Paul Bloxham, to talk China, tariffs, cl…
9 months, 3 weeks ago
New series launching in April: Perspectives
Stay tuned for our new series, Perspectives, where we’ll explore trends shaping the global investment landscape with special guests. During these con…
10 months ago
The Macro Brief – Shifting market narratives
We look at what’s behind the recent moves in the stock and bond markets with Alastair Pinder, Head EM and Global Equity Strategist, and Steven Major,…
10 months ago
Under the Banyan Tree - It began with a trip to the dentist
An unexpected trip to a Shenzhen dentist leads to a wide-ranging chat about the Chinese economy, as Fred and Herald reunite in the Hong Kong studio. …
10 months ago
The Macro Brief – All about Asia
From tariffs to demographics to growth, we catch up with Fred Neumann, Chief Asia Economist, to discuss the issues facing the region’s economies. Dis…
10 months, 1 week ago
Under the Banyan Tree - Firmer foundations for China property
Herald van der Linde sits down with Head of Asia Real Estate Research Michelle Kwok to discuss a turnaround that few investors had faith in a year ag…
10 months, 1 week ago
SustainabilityTalks: Structured Credit & Sustainability uncovered – with Carmignac
In our latest podcast, Natalya Oram, Director, Global Sustainability Solutions, Markets & Securities Services, HSBC, discusses ESG in fixed income an…
10 months, 1 week ago
The Macro Brief – Currency asymmetry
Daragh Maher, Senior FX Strategist, explains what continued trade policy uncertainty means for the world’s major currencies. Disclaimer: https://www.…
10 months, 2 weeks ago
Under the Banyan Tree - What to expect from China's NPC
Herald van der Linde catches up with Chief China Economist Jing Liu ahead of Beijing's top-level policy congress, including what we can glean from Xi…
10 months, 2 weeks ago
Navigating the AI Wave: Innovations in Commercial Payments
Manish Kohli, Head of Global Payments Solutions of HSBC and Amit Mallick, Digital Payments Lead, Europe of Accenture, explore how AI is revolutionisi…
10 months, 3 weeks ago