Sound Economies with Mel and Peter

US and China delivered a pleasant surprise from its weekend negotiations by delivering sharp tariff reductions. We explain why Chinese stocks didn’t rejoice as much as US indices in this episode. We also look at the disappointing pronouncements from new... Read More →

New deals are seeking to reshape global trade, some more impactful than the rest. The spotlight is on the UK for this episode as it makes good progress on trade agreements with India and the US. We also talk about... Read More →

In this episode, we celebrate the recent achievement of our Lundgreen’s Invest – China Fund and share how we manage our Lipper Award-winning Chinese equity portfolio. We look to Southeast Asia as it expands tourism revenues through digital nomad visas.... Read More →

The International Monetary Fund sees weaker global growth and rising inflation, the latter a more pronounced problem in the US than elsewhere. In our 30th episode, we discuss how the Fed is facing tougher times in setting policy rates, a... Read More →

We find that the world is changing at an unprecedented pace as Trump’s tariffs creating a “homemade” crisis for the American economy. Join us as we dissect the impact of Trump’s mega tariffs ahead of its 9 April enforcement, which... Read More →

After a strong two-year run, we changed our risk allocation for US stocks from overweight to neutral in light of mounting uncertainties about the American economy, exacerbated by Trump’s new tariffs, and greatly prefer the inclusion of more alternative investments... Read More →

Are global investors reconsidering China? We discuss in this episode the attendance of several foreign business leaders in a weekend development forum in Beijing, as well as a fear of an “AI bubble” in the US. Meanwhile, more investment houses... Read More →

Indonesia’s stock market crashed on 18 March over fears that the country’s fiscal house is in disarray under new spending priorities of the government. Meanwhile, Brazil revealed a plan to increase income tax exemptions while imposing a 10% tax on... Read More →

In this episode, we challenge our sunshiny outlook on the global markets — are we seeing more clouds on the horizon, and is this enough to change our investment allocations? We look at Germany’s lack of progress on economic reforms,... Read More →

The Federal Reserve appears to be facing greater pressure to cut interest rates as growth prospects will likely be dampened by Trump’s intensifying tariff war. In this episode, we look at the path of US interest rates as well as... Read More →