Global views and trends

Webcast – A focus on the US and China: their relations and economies

28 February 2019 -

An explanation on why China wants a trade deal and how the US feels about this

The economic relationship between China and the US will be central to the global economy for years to come. So what do we expect to see?

During this webcast, senior economists Steve Friedman and Chi Lo discussed these topics:

  • How does China’s easing policy differ from that of past cycles and how effective is it in upholding growth
  • When will we see the impact of these measures on growth and the markets
  • Why China wants a trade deal and how the US feels about this
  • What would a framework change mean to the FOMC and its inflation objective
  • What are the likely culprits and risks to a potential looming recession in the US

webcast US-China 20190228

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On the same subject:
8 November 2019

Asset allocation, November 2019

The Intelligence Report
29 October 2019

Making our range of investment products ESG-proof also means tackling asset classes and industries where data availability and transparency still have some headway to make. While challenges remain, for example in emerging markets, we can now rank debt issuers comprehensively on the basis of some 90 factors. This gives us a good view of whom to embrace and whom to avoid in our EMD portfolios, as Bryan Carter explains in the first article. Having a presence on the ground matters in this respect, including in China, where our senior economist Chi Lo keeps tabs on Beijing’s efforts to transform the economy while maintaining the momentum of growth. Read his latest analysis in our second article. Finally in this edition, an extensive write-up of the many efforts and initiatives – our own and those of the many multilateral organisations we belong to – en route to a sustainable finance system, all the while remembering that there is further to go before the world becomes a better place.

29 October 2019

Facing strong growth headwinds, Beijing will likely maintain its policy easing bias for some time yet. We believe this scenario is positive for bonds in the short term, but weak GDP growth looks set to limit equity performance until signs of solid economic stabilisation or recovery emerge in China, as Chi Lo argues in this edition of The Intelligence Report.   

Here’s reflation, well, for now

Recent geopolitical news has caused financial markets to trade in a reflationary fashion, shrugging off weak data and concern over structural Sino-US tensions, even if the economic slowdown may evoke memories of Q4 2018. Are the similarities actually there?, we ask in this issue of The Intelligence Report [1].