We are delighted to bring you the next episode of IRF's new podcast series, Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”, hosted by JP Smith.----more----
JP is an experienced market practitioner as former Head of EM Equity & Chief Strategist at Pictet and Equity Strategist at Deutsche Bank. This podcast series aims to provide greater awareness around 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 is on medium and long-term thematic issues rather than day to day trading.
In episode two JP draws on the work of best-in-class IRF Research Providers to review three key issues in emerging markets, namely the impact of the strong US dollar on EM economies and financial markets, the medium-term prognosis for China's economy and finally, recent developments in the Russia/Ukraine conflict.
This episode includes the following IRF Providers:
Emerging Advisors Group, Independent Strategy, CrossBorder Capital, Greenmantle, Suttle Economics, Andrew Hunt Economics, Totem Macro, Talking Heads Macro, The pH Report, China Beige Book, PRC Macro, Teneo, J Capital, Eurointelligence.
"Fiscal Dominance – What are the Economic Implications of this new US Paradigm" Barry C. Knapp, Ironsides Macroeconomics
"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
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