WEEKLY PODCAST ON GLOBAL MARKETS AND INVESTING

How Long Will the China Property Downturn Last? Where will be the Opportunities?

Prashant Bhayani considers historical data and recent policy measures to gauge when we can expect the current #China property downturn to end. He believes opportunities will develop in the coming quarters.

2021 Year in Review

Prashant Bhayani reviews the 2021 global markets performance, covering our asset allocation strategies that worked well. For 2022, he expects moderate equity returns with increased volatility, consistent with a mid-cycle economy.

China gives clear signals to increase policy support to stabilise growth

Grace Tam talks about China's policymakers putting macroeconomic stability as the top priority for 2022, as well as their broader shift towards pro-growth measures. She expects China's growth to surpass 5% next year.

What are the Four Stages of the Economic / Business Cycle?

Prashant Bhayani discusses the four stages of the economic/ business cycle and where we are at in the cycle today. And, importantly, where we are headed in the cycle's next stage in 2022.

Viruses, Variants, and Volatility…

Fears over a new variant of Covid, Omicron, caused a sell-off in markets, but we have no change to our top down views. Prashant Bhayani shares our views on the latest market move triggered by the new variant.

Re-Look at Future Facing, Energy Transition Commodities: A MIX OF CYCLICALITY, INFLATION HEDGE AND STRUCTURAL GROWTH

As we come to the end of 2021, we re-look at basemetals for three reasons: a mix of cyclicality, inflation hedge and structural growth.

STERLING is LONELY AND UNLOVED? Monetise the Volatility!

GBP volatility is at the highest level in eight months allowing the pricing of attractive solutions. Is it time to monetise the volatility?

Is The Energy Transition Moving Too Fast Or Is It Not Fast Enough?

Can we afford the costs of climate change? The ongoing COP 26 meetings in Glasgow are at a crucial cross-road to discuss the most important societal and investment opportunity of this generation.

Front end frenzy! The curve is flattening, is it now getting overdone?

This week, Prashant Bhayani focuses on the flattening of the yield curve, the end of taper and global rate rise expectations.

China High Yield Bonds: Buy, Sell, or Hold? Or All the Above?

Should you buy, sell or hold China high yield bonds? Prashant Bhayani discusses taking a pragmatic approach to China's high yield bonds, which are mostly comprised of the property sector, with credit selection being important.

The Metaverse is Coming! What is it? How do I profit from it?

Prashant Bhayani talks about the growth of the Metaverse, the key beneficiaries in its value chain and how you may position yourself to benefit from it. He sees this as a megatrend for the coming years.

Winter is Coming; Time to Bend the Knee? Slowflation or Stagflation?

Are we entering a period of stagflation or “slowflation”? Prashant Bhayani examines the surge in global energy prices and predicts a short phase of slowing growth with rising inflation.

Europe Why Not!

Prashant Bhayani points out how Europe offers underappreciated opportunities and lists five reasons to refocus portfolio allocation on European equities.