Podcast

Alleviating global poverty

In this Fiduciary Investors Series podcast Amanda White talks to Esther Duflo, the Abdul Latif Jameel Professor of Poverty Alleviation and Development Economics at MIT and current Nobel Prize winner in Economics about the impact of the coronavirus pandemi
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China’s growth conundrum: Debt vs GDP

Understanding the two policy making camps in China - one which is concerned about debt and one which is worried about a slowdown in growth - is key to understanding China's position in the global economy, says professor of finance at Peking University, Michael Pettis.
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Emerging economies: Rich opportunities

Investment opportunities in emerging markets include high yields on local government debt and cheap currencies, while China's Renminbi has proven its resilience and is now considered a safe asset currency according to chief economist at Pictet Asset Management, Patrick Zweifel.
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China, emerging markets and the pandemic

The impact of the COVID-19 health and economic crisis is acutely more severe in emerging markets. What will the long-term impact of this be, and could the Renminbi emerge as a safe-haven currency?
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The shape of Asia’s new cold war

China's decision to demolish the "one country, two systems" arrangement in Hong Kong appears to be a fait accompli, and in fact seems to have been preordained. Viewed in a broader context, the move represents a major salvo in a new cold war that is already playing out across three critical dimensions.
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A ‘Sputnik Moment’ with China?

Whither United States-China? Stephen Kotkin, Professor in History and International Affairs at Princeton University and adviser to www.top1000funds.com, discusses the changing nature of the complex relationship between the US and China and the struggle underway as these two large economies find their positions in the economic and technological hierarchy. So what should investors watch for?