Podcast Episodes
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MENATalks: A Prime Finance – Capital Intelligence Podcast Series – The MENA Pulse: Middle Eastern Allocator Sentiment
Driven by the growth in Sovereign, Pension, Foundation and Private Family wealth AUM, Middle Eastern allocators are increasingly being seen as a pote…
1 year, 3 months ago
The Macro Brief – Emerging markets get a boost
Murat Ulgen, Global Head of Emerging Markets Research, considers the impact of Fed rate cuts and China’s stimulus package on EM assets and outlines t…
1 year, 3 months ago
The Macro Brief – Our global outlook at the tail end of '24
Piers Butler is joined by Global Chief Economist Janet Henry for a catch-up on the world's top macro talking points as we enter the final quarter of …
1 year, 3 months ago
Under the Banyan Tree - Thailand: Investment, influencers and Indian weddings
Fred Neumann welcomes ASEAN Economist Aris Dacanay to the podcast for a close look at what makes Thailand's economy tick. Disclaimer: https://www.res…
1 year, 3 months ago
The Macro Brief – The Fed goes big
We look at what the Federal Reserve’s 50 basis point rate cut could mean for the path of future rates, the US economy and global equity markets with …
1 year, 3 months ago
Under the Banyan Tree - Can Chinese equities turn a corner?
In a classic Economist vs. Equity Strategist debate, Fred Neumann and Herald van der Linde sit down for a back-and-forth on whether China's underperf…
1 year, 4 months ago
MarkeTalks: A Prime Finance – Capital Intelligence Podcast Series – The Hedge Fund Allocator's View
The Alternatives Investment business at HSBC started in 1989, initially as an advisory business, before launching their flagship fund of hedge funds …
1 year, 4 months ago
Under the Banyan Tree - Clouds in the Indian sky
Herald van der Linde and Fred Neumann discuss the micro and macro risks to India's title as a global outperformer on GDP and equity markets. Disclaim…
1 year, 4 months ago
The Macro Brief – Counting down to cuts
With investors' attention turning towards the global major central banks, we assess potential Federal Reserve, ECB and Bank of England tightening cyc…
1 year, 4 months ago
Under the Banyan Tree - A post-summer whip round the region
Fred Neumann and Herald van der Linde are reunited after the summer break and have a lot to catch up on after an eventful few weeks in Asian markets …
1 year, 4 months ago