May 1, 2019
The Indian consumer sector has been a stock market darling, outperforming the Sensex by over 25 percentage points over the last two years. What are the megatrends to drive growth in the next five years? Listen to Mihir Shah, Analyst on the Consumer Staples team in India, discuss his findings.
April 9, 2019
Global Sporting Goods: Portland trailblazer
Over the last 12 months sportswear brand shares have risen 30 per cent. Listen to Jaina Mistry, analyst on Deutsche Bank’s European Sporting Goods and Luxury team, and Paul Trussell, US Apparel & Food Retail analyst discuss the market optimism despite concerns about global growth.
April 4, 2019
RMB bond index inclusion and its impact
April 1st marked an important milestone of China’s financial market as Chinese Yuan denominated bonds will be included in the Bloomberg Barclays Global Aggregate Bond Index. Linan Liu, Greater China Rates & FX Strategist, discusses how its inclusion will affect China’s domestic market, the Yuan and why it makes sense for global investors to invest in RMB bonds.
April 4, 2019
Global Economic Update with Torsten Slok, April 2019
Torsten Slok, Chief Economist, shares key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
March 25, 2019
Is the Phillips Curve Dead or is It Just Hibernating?
Is the Phillips Curve Dead or is It Just Hibernating? Listen to Peter Hooper, Global Head of Economic Research, reviewing his paper presented at the 2019 US Monetary Policy Forum. The paper addresses the Phillips curve in the US, which predicts that when unemployment drops inflation will rise due to competition for labour and higher wages.
March 18, 2019
How to fix European banking … and why it matters
Jim Reid, Head of Thematic and Fundamental Credit Research and Kinner Lakhani, Head of EMEA Equity Research and Head of the European Bank Research analyses the weaknesses of Europe’s banking sector and suggests possible remedies.
March 6, 2019
Global Economic Update with Torsten Slok, March 2019
Starting this month Torsten Slok, Chief International Economist, will share key highlights from his Monthly Chart Book, which details some of the most important macro and economic drivers impacting markets today.
March 5, 2019
Tough race to the top of the European Commission
Kevin Körner, Senior Economist, discusses how the outcome of the EU elections and the composition of the new Parliament will significantly influence the nomination and election of the next President of the European Commission (EC). The election of the Commission President will be particularly challenging this year for three reasons.
February 25, 2019
So how will we consume music in the years to come? How will streaming develop across the world? And what will happen to the major music labels? Listen to Laurie Davison, European Media & Online Analyst, Han Joon Kim, APAC Internet Analyst and Lloyd Walmsley, US Internet Analyst discussing the next evolution of streaming.
February 20, 2019
If the crosscurrents strengthen, how far could global growth fall?
Peter Hooper, Global Head of Economic Research, analyses the three biggest risks on the minds of both policy makers and investors: escalating trade conflict, Brexit and a China slowdown.