Podcast Episodes
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Under the Banyan Tree - Korea, Taiwan and the cracks in AI
Amid the hype about mainland China's role in the AI boom, Herald van der Linde and Fred Neumann take a look at two other key markets in the story, an…
1 year, 6 months ago
The Macro Brief – How well do you understand AI?
Mark McDonald, Head of Data Science and Analytics, picks apart some of the most common misconceptions about artificial intelligence that frequently c…
1 year, 6 months ago
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…
1 year, 6 months 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…
1 year, 6 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,…
1 year, 6 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. …
1 year, 6 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…
1 year, 7 months 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…
1 year, 7 months 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…
1 year, 7 months 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.…
1 year, 7 months ago