Podcast Episodes
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The Macro Brief - China's recovery, the Fed's outlook, dollar drivers
Jing Liu looks at how policymakers can boost confidence in China's recovery, Ryan Wang explains why the US rate hiking cycle is not yet over and Domi…
3 years, 4 months ago
Fund Forum Podcast - MarkeTalks: ETFs Exploring The Future
In this podcast we reflect on some of the key catalysts shaping future growth of the ETF industry in Europe, including retail adoption, the rise of a…
3 years, 4 months ago
Under the Banyan Tree – Stocks up, yen down: Putting Japan in context
With Japanese stocks at a multi-decade high and the yen at a six-month low, Fred and Herald discuss the macro and micro factors at play in Asia’s sec…
3 years, 4 months ago
DigiTalks: Implementing Blockchain Solutions
When it comes to implementing blockchain solutions there will be a number of factors to take into account, including the technology, the operating mo…
3 years, 4 months ago
MarkeTalks: The impact of the US Securities Settlement Changes
In this podcast we discuss the impact of the recent ruling from the SEC to shorten the US settlement cycle for securities from two days to one. Liste…
3 years, 4 months ago
The Macro Brief - EM FX gets a dose of reality, Germany enters recession, Europe's data surprises
Paul Mackel examines the prospects for emerging market currencies, Stefan Schilbe looks at what’s behind Germany’s underperformance and Liz Martins e…
3 years, 4 months ago
Under the Banyan Tree – An investors' guide to elections in Asia
With the Asian election cycle now underway, Herald and Fred discuss the implications of leadership votes for markets and economies across the region.…
3 years, 4 months ago
DigiTalks: Implications of MiCA – the EU's Markets in Crypto-Assets Regulation
In this podcast we discuss the implications of the EU’s Markets in Crypto-Assets Regulation (MiCA), which has been formally adopted by the European C…
3 years, 4 months ago
The Macro Viewpoint - European hikes, US debt limit, China's recovery
Simon Wells explains why we see even more ECB and UK rate rises this year, Ryan Wang looks at whether the US is any closer to reaching an agreement o…
3 years, 4 months ago
Under the Banyan Tree – What we learnt at the HSBC China Conference
Fresh from HSBC's first in-person China Conference since 2019, Fred and Herald sit down to discuss the key takeaways from investors, corporates, poli…
3 years, 4 months ago