Mahmood Pradhan from Amundi Investment Institute goes in-depth with Laurence Parker-Brown from The Inside Network on whether Central Banks can find a way back to ‘normal monetary policy’.
Arguably, humanity’s greatest current challenge is the need to shift to low and net-zero carbon in a little less than 30 years. New technologies are accelerating the renewable energy transition while reducing environmental impacts. The renewable energy sources of today and the future require new and smarter technologies as well as the rapid creation of…
Wenchang Ma from Ninety One shares insights with James Dunn from The Inside Network on the trend of “premiumisation” in China.
Wenchang Ma from Ninety One shares insights with James Dunn from The Inside Network on what the most exciting thing about the China A-shares market is.
Wenchang Ma from Ninety One shares insights with James Dunn from The Inside Network on what investors outside of China still think about as the real drivers of the market.
Wenchang Ma from Ninety One goes in-depth with James Dunn from The Inside Network on growth drivers spurring China’s economy long-term.
Wenchang Ma from Ninety One speaks to James Dunn from The Inside Network for our IN60 series on top results from bottom up stock picking.
The Fixed Income team no longer projects a technical recession in the United States, and the trajectory of disinflation in both the United States and euro area will flatten—primarily due to wage pressures stemming from record low unemployment—and central banks are thus likely to keep rates higher for longer.
Anthony Kirkham from Western Asset Management goes in-depth with James Dunn from The Inside Network on bonds are back.
Steve Sun from Morgan Stanley Investment Management goes in-depth with Laurence Parker-Brown on emerging markets and the compelling opportunities ahead.