By Bilal Hafeez
December 05, 2019
In: post |
Newsletter
December 05, 2019
European banks are venturing into riskier lending according to the European Banking Authority (EBA) in our first featured podcast. Next, private equity…
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By Bilal Hafeez
December 05, 2019
In: Podcast Playlists |
Commodities & Energy | Investment Strategy & Asset Allocation
December 05, 2019
UBS energy experts analyse long term investment themes around energy transition and the opportunities it presents for investors…
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By Bilal Hafeez
December 05, 2019
In: Podcast Playlists |
China & Hong Kong | Rates
December 05, 2019
Jun Pan, Professor of Finance at Jiao Tong University, has a flair for insightful communicaton and is an expert researcher of Chinese corporate bond markets…
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By Bilal Hafeez
December 05, 2019
In: Podcast Playlists |
China & Hong Kong | Growth & Labour Market
December 05, 2019
Yi Xiong, China Economist at Deutsche Bank analyses the Chinese economy over the next decade, highlighting the crucial role of consumption…
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By Bilal Hafeez
December 05, 2019
In: Podcast Playlists |
Growth & Labour Market
December 05, 2019
Blackstone conducts a survey of private equity companies in their portfolio, focusing on challenges and opportunities CEOs are facing. Prakash Melwani…
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By Bilal Hafeez
December 05, 2019
In: Podcast Playlists |
Business & Technology | Monetary Policy & Inflation
December 05, 2019
Samantha Gross, Fellow at Brooking institute, explains why Saudi Aramco’s IPO did not get listed internationally as initially planned but was instead listed locally in Riyadh…
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By Bilal Hafeez
December 05, 2019
In: post |
Newsletter
December 05, 2019
The pound is on a tear. Against the dollar, it has jumped comfortably above 1.30. Clearly, FX markets are thinking that a Conservative victory next week is a sure thing…
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By Bilal Hafeez
December 05, 2019
In: Hive Exclusives |
FX
December 05, 2019
If you looked only at the dollar and FX volatility, 2019 may have seemed a dull year. The dollar is up, but it’s been a choppy and modest ascent…
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By George Goncalves
December 05, 2019
In: Hive Exclusives |
Economics | Monetary Policy & Inflation | US
December 05, 2019
Even with hundreds of billions of dollars in new liquidity created out of thin air, it’s too soon for the Fed to signal a clear coast for repo markets…
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By John Llewellyn
Russell Jones
December 05, 2019
In: Hive Exclusives |
Economics | Fiscal Policy & Inequality
December 05, 2019
The major UK political parties are putting forward wild fiscal proposals that risk sparking a sterling crisis…
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By Bilal Hafeez
December 04, 2019
In: post |
Newsletter
December 04, 2019
(total reading time: 3 mins) I’m always on the look out for thought-provoking academic papers, and this week’s three easily meet that…
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By Bilal Hafeez
December 04, 2019
In: Deep Dives |
Sustainability & Social Issues
December 04, 2019
One of the clearest effects of climate change is sea level rise (SLR). The scientific community expects a global average SLR of around 3-6 ft. over the next century…
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By Bilal Hafeez
December 03, 2019
In: post |
Newsletter
December 03, 2019
(total reading time: 4 mins) There appears to be growing concern of a large equity correction in 2020. Some argue that such…
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By Bilal Hafeez
December 03, 2019
In: Deep Dives |
Data, Models & Market Infrastructure | Equities
December 03, 2019
You’d think traders are so focused on making money they pay little attention to TV. But that’s not the conclusion of Joel Peress and Daniel Schmidt in their recently published Journal of Finance paper…
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By Bilal Hafeez
December 02, 2019
In: Deep Dives |
Business & Technology | Growth & Labour Market
December 02, 2019
Advances in artificial intelligence (AI) are eliciting much fear from society, especially considering the potential impact on the workplace…
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By Bilal Hafeez
December 02, 2019
In: Hive Exclusives |
Growth & Labour Market | US
December 02, 2019
This Friday we get the US employment data. We should see a pickup in payroll growth after two months of decline…
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By Bilal Hafeez
November 29, 2019
In: post |
Macro Life | Newsletter
November 29, 2019
(total reading time: 6 mins) Public speaking: for many it’s a fate worse than death. So here’s an excellent resource to help…
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By Bilal Hafeez
November 28, 2019
In: post |
Newsletter
November 28, 2019
In our first podcast, UBS and Goldman Sachs Asset Management give their bullish take on the world. Both expect higher equities and yields…
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