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    4. Podzept (Podcast series)

    65 (21-30)
    December 4, 2019
    (13:29 min)

    China's consumer decade

    Yi Xiong, China Economist, sets out how the Chinese economy has been driven by a key theme in each of the last two decades: exports and then public investment. The next decade is set to be the consumption decade. The latent spending potential, particularly in retiring Chinese will continue to drive growth.
    December 3, 2019
    (13:29 min)

    Green shoots or false down?

    The past year and a half has seen an impressive slide in the global economy. Global GDP growth is expected to have ebbed to its lowest rate since the great recession this year, with some regions nearing recession and others increasingly fearing it. The primary factor is the strongly depressing effect on global trade and investment that has resulted from sharp increases in economic policy uncertainty associated with both trade policy conflicts and Brexit. Peter Hooper, Global Head of Economic Research, shares his insights.
    September 20, 2019
    (13:42 min)

    Climate change and corporates: Past the tipping point with customers and stockmarkets

    Companies drag their heels on climate change because many managers believe that for the planet to win, profits must fall. Luke Templeman, analyst on the new Corporate Bank Focus Research team argues the opposite using evidence from both the stockmarkets and db primary research.
    September 2, 2019
    (13:20 min)

    Brexit update: constitutional warfare

    Listen to Oliver Harvey, Macro Strategist, discuss the latest on Brexit. The UK government intends to prorogue parliament from 10th September to 14th October when the government will hold a Queen's Speech. This limits the ability of MPs to table legislation to prevent no deal Brexit and signals that the Johnson government may be prepared to break constitutional precedent to take the UK out of the EU without a deal. At the same time, it could crystallise opposition to a no deal Brexit this week in the House of Commons leading to a unity government.
    6.7.9