Our Global Head of Fixed Income and Thematic Research explains that the Biden administration’s new tariffs on Chinese imports are narrower than those of 2018 and 2019, but still send a signal about the economic relationship between the US and China.
Mar 2023
The Great Reopening: What The End of China’s Zero-Covid Strategy Means For Global Energy And Natural Resources
As Covid-19 restrictions lifted around the world and countries stopped reporting on case numbers, the events of 2020 and 2021 faded further into our collective memory. Against the threat of looming recession and a war in Europe, it was easy to forget the turmoil brought on by the ... Show More
31m 37s
Oct 2022
China’s Congress: an inflection point?
The 20th Party Congress of the Chinese Communist Party, which kicked off on Sunday, promises to be one of the most significant events for China in modern history, not only because President Xi Jinping is widely expected to secure an unprecedented third term, but also because it c ... Show More
25m 27s
Feb 2022
How to manage in an era of geopolitical uncertainty
<p>Amid inflation, an energy crisis, volatile stock markets and increasing scrutiny of big technology firms, there is concern over how tensions between global powers such as the US and Russia might spill over into conflict.</p>
<p>The major crisis is around Ukraine, but there are ... Show More
21m 38s