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    4. Podzept (Podcast series)

    65 (11-20)
    April 17, 2020
    (15:26 min)

    The end of the free market: impact on currencies and beyond

    There is no such thing as a free market anymore. All developed central banks have cut rates to zero and buying trillions of assets. Inflation is very low. A global liquidity trap may be in the making. In a world of international yield curve control and administered asset prices, what does that mean for FX?
    April 6, 2020
    (13:34 min)

    Impact of Covid-19 on the global economy: Beyond the abyss

    We’ve witnessed an immense human tragedy as the covid-19 virus has spread around the globe. Amidst the awful numbers of people who have succumbed to the disease, we’re also now witnessing an incredibly painful economic downturn. In a new podcast episode where we look at the data, ten million Americans have made jobless claims over the last two weeks. We’re now seeing equally staggering figures come out of many other countries as economies are simply shut down.
    March 3, 2020
    (14:04 min)

    Luxury Goods: What consumers want

    Growth in luxury has been primarily driven by brand heat and newness, however millennials and Gen Z are increasingly demanding more quality and sustainability. No brand has yet achieved real sustainability. Those brands that will be able to incorporate newness with sustainability are the likely winners.
    February 3, 2020
    (13:52 min)

    Brexit update: a short guide to the next stage in talks

    Brexit talks are only moving onto the next phase, the UK and EU must agree the terms of a future economic relationship by the end of the status quo transition period on December 31st 2020. The next chapter in talks is expectant to generate less in the way of intraday excitement for investors, their outcome is more important for the UK's future growth prospects and asset valuations.
    January 21, 2020
    (11:12 min)

    The House View: 2020 Outlook – Gaining Speed

    Marion Laboure, analyst in the Thematic Research team, discusses the 2020 Outlook in this latest Podzept episode. With some major downside risks to the global economy having been avoided, and market concerns over a possible recession diminishing Laboure believes that global growth will gain speed over the coming months and hit 3.3% this year, up from 3.1% in 2019.
    6.7.9