Podcast Episodes
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The ESG Brief - How the net zero transition might transform Australia
In this edition, Paul Bloxham, Chief Economist for Australia and New Zealand and Global Commodities, reflects on Australia's efforts to kick-start it…
2 years, 5 months ago
The Macro Brief - A tale of two central banks
Liz Martins, Ana Madeira and Joseph Incalcaterra assess the diverging policy paths in the UK and Brazil - with one central bank hiking and the other …
2 years, 5 months ago
Under the Banyan Tree – What can China learn from Japan in the '90s?
It's an ongoing debate in markets and economics: is China going the way of Japan in the 1990s? Fred Neumann and Herald van der Linde discuss the vari…
2 years, 5 months ago
The Macro Brief - At the peak?
Ryan Wang and Fabio Balboni examine how close we are to the end of the monetary tightening cycles in the US and Europe. Disclaimer: https://www.resea…
2 years, 5 months ago
MENATalks: Spotlight on the UAE - Asset Management in the DIFC
The overall asset management landscape in Dubai currently consists of more than 300 regulated managers and funds from around the world. Hedge funds h…
2 years, 5 months ago
The Macro Brief - What next for emerging markets?
Murat Ulgen looks at what we can expect from emerging markets in the second half of the year amid lingering concerns over the global economic backdro…
2 years, 5 months ago
Under the Banyan Tree – Why are Asian exports at such low levels?
With news that Chinese exports fell at their fastest pace for three years in June, Herald van der Linde and Fred Neumann discuss the state of Asian e…
2 years, 5 months ago
The Macro Brief – Supply chains, energy outlook, ESG sentiment
James Pomeroy explains why there has been a remarkable turnaround in supply chains, Charles Swabey examines just how reliant the global economy is o…
2 years, 6 months ago
Under the Banyan Tree – How are Chinese earnings rising as growth slows?
Fred Neumann and Herald van der Linde return to the Hong Kong studio to discuss how Chinese earnings growth can be on the rise at a time when the eco…
2 years, 6 months ago
ESG in 2023: from mid-life crisis to new horizons
Over the last few years, sustainability and ESG-related factors have gone from being a secondary consideration to being a driving factor for how capi…
2 years, 6 months ago