Sound Economies with Mel and Peter

The OECD has pointed to increasing nervousness towards US assets as it cut global growth forecasts thanks to the tariff war. This matches our tempered house view towards US investments, which we think are less attractive now. We also talk... Read More →

The European Central Bank painted a grim picture as it warned that credit spreads are out of sync with market risks, but we disagree. We explain more in this episode, where we also look at a mega-meeting of central bankers... Read More →

The US losing its top-grade credit rating did not come as a surprise, but concerns are mounting as Trump’s tax reform bill will pad the already mounting federal debt. In this episode, we also talk about Japan’s economy, which is... Read More →

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 →