Our videos.

Our insight of what we judge to be the key macroeconomic, political or strategic events that could have a bearing on your investments.

The Race To Supremacy
The resiliency of Chinese growth is formidable, being the only major country to record positive growth in 2020, and with the nation’s economy projected to grow by over 6% in 2021. As a result, the question on many Western policy makers minds entering 2021 has been, is China leaving the rest of the World behind?
The Race To Supremacy
The resiliency of Chinese growth is formidable, being the only major country to record positive growth in 2020, and with the nation’s economy projected to grow by over 6% in 2021. As a result, the question on many Western policy makers minds entering 2021 has been, is China leaving the rest of the World behind?
Fair and Balanced?
The recent sharp rise in Government bond yields has seen a commiserate fall in the capital value of these bonds. With Government bond yields close to zero, like in the UK, or even in some cases below zero such as in Germany, even a minor move up in yields can wipe out the equivalent of several years’ worth of interest payments to bond holders via a decline in bonds’ capital value.
Be Careful What You Wish For
If, as seems likely, the Biden Administration is successful at passing at least $1trillion of stimulus for the US economy, then it will result in a large issuance of debt to fund it.
Digital Renminbi – That Will Do Nicely!
The form of digital money Bitcoin has become a topic de jure in financial circles, as its price has doubled in recent months, after a small number of UK fund managers announced that they had initiated positions in the crypto currency.
Crystal Ball Time
As we close out 2020, a good measure of US investor sentiment, the composite put-call options ratio recently fell to it lowest level since 2011, which suggests investors were the most bullish on US equities based on this metric in nearly a decade.
The Great Reset
There have been many plaudits this year for Central Banks and how quickly they responded to the Coronavirus shock last March, in their attempts to stabilise the financial system and suit markets. However, are these policies ultimately effective or do they drive debt levels excessively higher and lead to even greater financial instability?