The IRF is excited to announce a new podcast series titled ‘Research and Markets’ hosted by JP Smith, an experienced market practitioner as former Head of EM Equity at Pictet and Sell-Side Strategist at Deutsche. ----more----This podcast aims to provide greater awareness around the IRF's Independent Research Providers by generating topical and relevant content. JP highlights research and draws on material from publicly available news sources, social media, and other podcasts to monitor the shifting debates and narratives that move markets.
The focus will be on medium and long term thematic issues rather than day to day trading.
In this first Research and Markets podcast JP draws on some of the IRF’s best-in-class Research Providers to ask whether financial markets are about to undergo another major transition. He notes the increasing tendency of markets to overshoot given the dominance of momentum investors.
JP examines three main themes, namely US inflation, the Russia/Ukraine conflict and the slowdown in the Chinese economy, to evaluate the possibilities of an end to the flight to the USD and the prospects for longer duration US bonds to perform well at the expense of global equity markets.
"The US Economy After The Great Interruption" David Ranson, HCWE & Co.
"Is the Game up for the UK Economy?" Peter Warburton, Economic Perspectives
"Top Trades Around the World in 2021" Damanick Dantes, Dantes Outlook
"The Outlook for Commodity Prices in 2021" Kathleen Kelley, Queen Anne's Gate Capital
"Do Markets Face a Potential 'Minsky' Moment Collapse?" Ron William, RW Advisory
"Biden, Brexit and the Pandemic in 2021 & 2022" Helen Thomas, Blonde Money
IRF Update 2021 Q1
"Video Gaming Sector: Highlights of 2020 and Thoughts on 2021" Eric Kress, Gossamer Consulting Group
"If There is a Year to Be Long Risk, it is 2021!" Dominique Dwor-Frecaut, Dwor-Frecaut Macro
"US Politics and Economics in 2021: The Establishment Strikes Back" Brian Pellegrini, Intertemporal Economics
"The Big Liquidity Story" Michael Howell, CrossBorder Capital
"China's Development Plans for 2021-2035" Charles Hess, Inferential Focus
"How ESG Investing Can Consistently Generate Alpha" François Boutin-Dufresne, Sustainable Market Strategies
"The Existential Threat Facing the European Union in 2021 and 2022" Brunello Rosa, Rosa & Roubini Associates
"The Outlook for Inflation: The Impact of Regime Change" Peter Warburton, Economic Perspectives
"The US Economy: Advancing without Effective Monetary or Fiscal Policy" David Ranson, HCWE
"The Five Phases of Empire" David Murrin, Global Forecaster
"China's Plan for the Next 5 Years" William Hess, PRC Macro
"The Outlook from Washington - Biden or Trump? The Policy Implications" James Lucier, Capital Alpha Partners
"Rising Long-term Bond Yields and Their Portfolio Implications" Michael Belkin, The Belkin Report
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