Podcast Episodes
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The Macro Viewpoint - Are investors right to be bullish and is Europe's energy crisis over?
Mark McDonald delves into some unusually positive signals towards risk assets from our machine learning models and Kim Fustier assesses the outlook f…
2 years, 11 months ago
Under the Banyan Tree - The economics of going green in Asia
Herald van der Linde is joined by Evan Li, Head of Asia Energy Transition Research, to discuss the opportunities and challenges of renewable energy i…
2 years, 11 months ago
The Macro Viewpoint - What's next for the global economy and emerging markets
Janet Henry and Murat Ulgen discuss the impact of China’s reopening on the rest of the world, the outlook for inflation and central bank policy, and …
3 years ago
Under the Banyan Tree - China gets ready to travel and spend
Herald van der Linde and Fred Neumann discuss the wide-ranging impacts of China's grand reopening on economies and equity markets in Asia and beyond.…
3 years ago
The Macro Viewpoint - China's great reopening and Europe's inflation challenge
Jing Liu examines the macro issues facing China as key COVID-related restrictions are lifted. Simon Wells considers whether European policymakers may…
3 years ago
Under the Banyan Tree - Asia in 2023: Economics and equities in the Year of the Rabbit
Fred Neumann and Herald van der Linde discuss the key issues shaping Asian economies and equity markets in 2023, including interest rates, inflation …
3 years ago
The Macro Viewpoint - The 2023 outlook, and the return of EM bulls
Janet Henry explains why a near-term slowdown in inflation will not warrant rate cuts from the major central banks in the coming year. Murat Ulgen fi…
3 years, 1 month ago
The Macro Viewpoint - China's reopening, Eurozone wage risks, and a global data check
Jing Liu discusses our revised GDP forecasts in light of China’s property and COVID-19 policy changes, Fabio Balboni looks at how labour market devel…
3 years, 1 month ago
The ESG Brief - What 352 finance professionals are telling us
Wai-Shin Chan, Head of ESG Research and the Climate Change Centre, weighs up the results of our third ESG Sentiment Survey and finds few big wins fro…
3 years, 1 month ago
Under the Banyan Tree - Semiconductors: Perspective after the Perfect Storm
Fred Neumann is joined by Head of Asia Technology Research, Frank Lee, for a discussion on the outlook for global semiconductors, where Asia plays by…
3 years, 1 month ago