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Weekly Podcasts

  • 08 SEPT: US debt ceilings, budgets and taxes PODCAST
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    08 SEPT: US debt ceilings, budgets and taxes

    Politics continues to be a driving force behind US markets with some key decisions to be made in September. In this podcast, George Goncalves, Head of US Fixed-Income Strategy, speaks to Bilal Hafeez, Head of Fixed Income Research, EMEA, about the market implications of the US debt ceiling, budgets and taxes.

  • 29 AUG: The ‘decapitalisation’ of UK housing  PODCAST
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    29 AUG: The ‘decapitalisation’ of UK housing

    The fall in UK real interest rates since the late 1980s has essentially been ‘recapitalised’ into higher house prices. In this podcast, George Buckley, Chief UK Economist, speaks to Bilal Hafeez, Head of Fixed Income Research in EMEA, on how raising interest rates could result in lower real house prices. [9 mins]

  • 23 AUG: Bank of Japan’s policy outlook  PODCAST
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    23 AUG: Bank of Japan’s policy outlook

    How is the Bank of Japan (BOJ) managing central bank divergence? In this podcast, Naka Matsuzawa, Chief Japan Rates Strategist, speaks to Bilal Hafeez, Head of Fixed Income Research in EMEA, about the challenges the BOJ is facing [11 mins]

  • 16 AUG: Demystifying green bonds  PODCAST
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    16 AUG: Demystifying green bonds

    A green bond is a type of bond which demonstrates the issuer’s commitment to directing proceeds to finance environmentally-friendly projects. In this podcast, Anne Karina Asbjorn, European Rates Strategist, speaks to Andy Chaytor, Senior European Rates Strategist, about the outlook for green financing. [7 mins]

  • 08 AUG: Where are the next big FDI opportunities? PODCAST
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    08 AUG: Where are the next big FDI opportunities?

    Rising labor costs in Northeast Asia have disincentivized foreign direct investment in the region. Sonal Varma, Chief India Economist, and Euben Paracuelles, Senior Southeast Asia Economist, speak to Andy Cates, Chief Euro-area Economist, on why India and the ASEAN-5 are well placed to attract more FDI inflows. [11 mins]

  • 24 JULY: Can the ECB avoid a taper tantrum? PODCAST
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    24 JULY: Can the ECB avoid a taper tantrum?

    The risk of deflation in the euro area no longer exists so QE tapering is just around the corner. Andy Cates, Chief Euro-area Economist, and Renuka Fernandez, Senior European Fixed Income Strategist, speak to Bilal Hafeez, Head of Fixed Income Research, EMEA about the ECB, its policies and the euro. [11 mins]

  • 18 JULY: Growth, inflation and politics in LatAm PODCAST
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    18 JULY: Growth, inflation and politics in LatAm

    Is growth finally back on the table for Brazil? Benito Berber, Senior Latin America Economist, speaks to Bilal Hafeez, Head of Fixed Income Research, EMEA, about the growth and inflation outlook for Brazil and Mexico and the impact of the US administration on these economies. [10 mins]

  • 11 JULY: Is China’s economic recovery sustainable? PODCAST
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    11 JULY: Is China’s economic recovery sustainable?

    Views continue to diverge on China’s economy - will it continue to grow or hit a road block? In this podcast, Yang Zhao, Chief China Economist, speaks to Bilal Hafeez, Head of Fixed Income Research, EMEA, about China’s economy, its property market and its growth prospects for the year ahead. [10 mins]

  • 03 JULY: Lessons from Japan's aging population  PODCAST
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    03 JULY: Lessons from Japan's aging population

    Demographically, Japan has the most elderly population amongst the developed economies. Takashi Miwa, Chief Economist, Japan, speaks to Bilal Hafeez, Head of Fixed Income Research, EMEA, about the impact of Japan's aging population on its fiscal sustainability and economy. [10 mins]

  • 26 JUNE: Economic barometer: How's the US economy? PODCAST
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    26 JUNE: Economic barometer: How's the US economy?

    What is the data telling us about the US economy? Lewis Alexander, Chief US Economist, and George Goncalves, Head of US Fixed-Income Strategy, speak to Andy Cates, Chief Euro-Area Economist, about the state of the US economy and the Fed’s balance sheet unwind. [8 mins]

  • 30 MAY: Why have the Asia risks eased? PODCAST
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    30 MAY: Why have the Asia risks eased?

    Rob Subbaraman, Chief Economist, Asia ex-Japan, takes Bilal Hafeez, Head of Fixed Income Research in EMEA, through the four reasons why the outlook is looking better for Asia, why the upcoming National Congress of China is important, and his predictions for the region in 2018. [14 mins]

  • 8 MAY: Why is the US dollar overvalued?  PODCAST
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    8 MAY: Why is the US dollar overvalued?

    The dollar’s valuation typically goes up or down in seven years cycles. In this podcast, Bilal Hafeez, Head of Fixed Income Research, EMEA explains why he believes 2017 is likely the beginning of a multiyear downturn for the US dollar. [9:30]

  • 6 FEB: A shift in the global inflation regime PODCAST
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    6 FEB: A shift in the global inflation regime

    An erosion of spare capacity and a slow-burn “de-globalisation” of the world economy may push inflation higher than forecasters expect. Andy Cates, Chief Euro-area Economist, and George Buckley, Chief UK Economist, discuss the forces propelling global inflation.
    [11.45]

  • 19 DEC: What are we expecting for 2017? PODCAST
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    19 DEC: What are we expecting for 2017?

    In this week's podcast, Kevin Gaynor, Head of International Research, joins Bilal to discuss how the markets have moved over the course of the past year, as well as his predictions for the US economy.
    [16.20]

Connecting Markets

  • Map Tokyo London

    Mitsui Sumitomo Insurance / Amlin

    Financial Advisor to Mitsui Sumitomo Insurance on its acquisition of Amlin

  • Map Osaka Missouri

    Panasonic / Hussmann

    Financial Advisor to Panasonic on its acquisition of Hussmann

  • Map Tokyo Almere

    Recruit Holdings / USG People

    Sole Financial Advisor to Recruit on its acquisition of USG People 

  • Map Turin SaoPaulo

    ASTM-SIAS / Ecorodovias-Vem ABC

    Sole M&A Advisor to ASTM and SIAS on the acquisition of a majority stake in Ecorodovias and Vem ABC 

  • Map Osaka Washington

    Daikin / Flanders

    Sole Financial Advisor to American Air Filter, a wholly owned subsidiary of Daikin, on its acquisition of Flanders

  • Map NewOrleans Paris

    Sazerac / Paddy Whiskey (Pernod-Ricard)

    Sole Financial Advisor to Pernod Ricard 

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Tap into the word’s fastest growing economies with over 29,000 experts worldwide. VIDEO

Tap into the word’s fastest growing economies with over 29,000 experts worldwide.

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