WEEKLY PODCAST ON GLOBAL MARKETS AND INVESTING
CIO Weekly Podcast: Connect every Monday morning to stay updated on what happened in the global and Asian markets last week and what to expect next.
THIS WEEK'S PODCAST:Turning Neutral from Positive on Oil: Time for a Pause before the Next Move Up
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Recovery, Reflation, How Far and How Fast? Who benefits?
Prashant Bhayani discusses the surge in 10-year US Treasury yields to pre-Covid levels amid reflationary concerns.
Six Reasons to Buy Silver
Prashant Bhayani explains how silver can add shine to your portfolio.
Additional US Fiscal Stimulus Ignites Bond Yields and Equity Markets: When is it too much of a Good thing?
When is it too much of a good thing: Prashant Bhayani discusses the market rally on the back of the US stimulus and the long-term implications.
Main Street vs. Wall Street: What next?
Prashant Bhayani discusses the backdrop to the US stock market tug-of-war and looks at investors’ overall equity positioning.
US earnings season thus far…so far…very good
So Far, Very Good: Prashant Bhayani analyses the US earnings season.
Back the Union Jack
Time to look again: Prashant Bhayani lists six reasons why you should consider UK equities in your portfolio.
Centrist Outcome overall in the US
Democrats’ slim majority may preclude some of the party’s more ambitious changes including those on taxes and regulation: Prashant Bhayani discusses the implications for the US policy with Democrats taking the US Senate.
Focus on Vaccine, Recovery, and Reflation
Many early cycle sectors and smaller midcap names have delivered almost double the returns of the broader market since September: Prashant Bhayani sets the tone for the new year by discussing tactical cross-asset themes for 2021.
All Major Cross Asset Views Outperformed in 2020 during a Global Pandemic
Seven out of our ten investment themes had double digit returns and outperformed their benchmark in 2020: Prashant Bhayani discusses our cross-asset views during the year and presents a performance report card.
Major central banks stay “put” for longer
The Fed may expand its outcome-based guidance paving the way for increasing the duration of its bond purchases: Grace Tam, discusses the supportive stance of major central banks.
An Update on Gold After the Recent Price Correction
The key drivers for Gold remain in place and we are maintaining our target price of $1900-$2100/oz: Prashant Bhayani shares an update on Gold after the recent price correction.
A November to remember for the global markets!
We had the largest 3-week inflow in global equities, and the highest month-to-date return for global equities in 30 years: Prashant Bhayani explains why it was a November to remember for the global markets.
The Market Rallies: Lockdowns, vs. Medium Term Reopening Potential
The markets are oscillating between the vaccine newsflow and medium-term reopening potential vs the near-term weakness in some economies: Prashant Bhayani discusses the impact of the lockdowns and the market euphoria from vaccine news.
The Vaccine Announcement Heard Around the World
Pfizer vaccine announcement saw the largest relative global value vs. growth outperformance on a day in history: Prashant Bhayani explains why a “barbell” allocation between growth and cyclicals is key to optimising your portfolio.
US Election - Has the Blue Wave turned into a Blue Ripple? And is Gridlock = Goldilocks…..
The market narrative is now shifting to the positives : Prashant Bhayani discusses the impact of a divided US #Congress on the global markets, post the election result.
Final US Election Preview and Implications of European Lockdowns
With Republicans narrowing the gap in the polls, Prashant Bhayani discusses the battleground states that will likely decide the US election. And also the negative economic impact of the renewed European lockdowns.