Webcast – A focus on the US and China: their relations and economies
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
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In this edition of Our Insights, read about how an alliance between global research universities is ratcheting up the quality and quantity of research into sustainable finance. We also explore how the ‘plastic revolution’ is progressing, present a multi-factor strategy for US equities and outline our asset allocation outlook.
Geopolitical risks, shifting central bank stances, Goldilocks looking fragile. The factors to consider when allocating assets are in constant flux. One asset allocation theme that should hold good longer-term is the transition to a lower carbon economy.
Hopes and concerns are wrestling for investor attention; while wait-and-see might be the sensible approach, our asset allocation team argues portfolios can still be robust despite all the volatility. Also in the “let’s keep it in perspective” department, don’t expect renminbi policy to swing to competitive devaluation; US company debt: less of a burden than it seems. Finally, and perhaps most worryingly, we highlight the need to tackle deforestation for the sake of world sustainability.