Podcasts

The US Fed has delivered its first rate cut for 2025 — smaller than what we saw needed, but affirms our view that a tighter job market is now a bigger concern than inflation. We also look at lower credit... Read More →

This episode, we dive into the strong rally of China stocks, review the French government’s collapse, and explain our expectations for a jumbo rate cut from the US Fed. We also discuss megatrends concerning Europe and Asia as well as... Read More →

Political unrest has been pushing markets on edge globally. In this episode, we look at governance issues triggering protests in Indonesia and the Philippines, observe the changing of the guard in Thailand and France, and unpack warmer ties between India... Read More →

France is on the cusp of a political crisis as Prime Minister Francois Bayrou rushes to rein in public debt, and we discuss how this makes French assets less investable. Also, we look at Fed Chair Jerome Powell opening the... Read More →

Global assets are getting hot, and a mega rate cut from the US Fed will send prices even higher. In this episode, we discuss if our “overweight” risk rating is worth keeping. We also keep an eye out on protectionist... Read More →

It’s time for change at the US Fed: we now see a 50bp rate cut by September in response to softer economic activity and a weaker job market. In this episode, we also discuss a global oil oversupply, the US’... Read More →

India is pressured to stop its purchases of Russian oil, but we do not see this triggering a surge in prices anytime soon. We also dive deeper into Q2 GDP numbers for Indonesia and the Philippines, review resilient startups across... Read More →

This week, we challenge the ECB’s view that the Eurozone is in a good place after a meagre 0.1 per cent GDP growth in the second quarter. We also look behind the scenes to explain rising yields for long-term bonds... Read More →

Exciting times ahead as a heavily tariffed, more uncertain world will greet European investors as they return from the summer holiday. In this episode, we look at new trade deals with the US, with some countries given better rates than... Read More →

We explore why the lesser-known Beijing Stock Exchange is gaining popularity among small tech firms looking to raise funding in China, so much that it has attracted over 100 IPO listing applications in 2025. In this episode, we also review... Read More →