Insights from some of the world's top independent investment research providers spanning a range of countries, asset classes and themes.
Episodes
Monday Jul 01, 2024
Monday Jul 01, 2024
In this podcast Peter Warburton, the founder of Economic Perspectives, discusses the outlook for global inflation and the limited scope for action by the major central banks in the US, EU, UK and Japan. Peter also highlights his concerns about the conduct of fiscal policy in several countries since 2019. In doing so, he outlines his contrarian view on financial stability as a constraint on central bank actions in a more fragile financial environment. In addition, Peter assesses the probable impact of these various monetary policy decisions on the currency and other financial markets in the next 6 – 18 months.
Peter Warburton has a long and distinguished career as a leading economist in the financial sector, previously working for top firms, including Robert Fleming and Lehman Brothers. He has been a member of the IEA’s “Shadow Monetary Policy Committee” since its inception in 1997. In addition, Peter is Managing Director of Halkin Services, a global risk analysis & asset allocation service.
Founded in 1996, Economic Perspectives is an independent global macro-financial research company that challenges conventional thinking and provides valuable investment insights for professional investors.
Monday May 27, 2024
Monday May 27, 2024
David Osman of the IRF is joined by Wolfgang Munchau, the Founder of Eurointelligence.
Read the rest of this entry »Wednesday Apr 24, 2024
Wednesday Apr 24, 2024
In 2020, Manoj Pradhan and Charles Goodhart produced a very influential book, which was entitled: “The Great Demographic Reversal – Ageing Societies, Waning Inequality and an Inflation Revival”. In their book they predicted that in the medium-term inflation would take off and that interest rates would increase in response to secular trends, such as ageing societies and deglobalisation. They argued that this revival of inflation would not be transitory.
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Thursday Mar 28, 2024
Thursday Mar 28, 2024
David Osman of the IRF is joined by David Metzner and Chris Czerwinski of ACG Analytics.
Read the rest of this entry »Thursday Mar 21, 2024
Thursday Mar 21, 2024
JP Smith of the IRF is joined by Nicholas Watson, Managing Director of Teneo Political Risk Advisory, to discuss whether the recently elected President Javier Milei will be able to succeed where his predecessors have failed, namely to implement the necessary measures which would lead to a durable stabilisation of the crisis-stricken Argentinian economy.
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Wednesday Feb 28, 2024
Wednesday Feb 28, 2024
David Osman of the IRF is joined by David Murrin, the Founder of Global Forecaster, who is renowned for the development of unique and effective behavioural models that predict financial markets.
Read the rest of this entry »Thursday Jan 25, 2024
Thursday Jan 25, 2024
David Osman of IRF is joined by Ron William, the Founder of RW Advisory.
Read the rest of this entry »Friday Dec 22, 2023
Friday Dec 22, 2023
The IRF is joined by Lenka Martinek, Managing Partner at Sustainable Market Strategies (SMS), an ESG consultancy firm that specialises in bespoke Environmental, Social & Governance-related research and investment advice.
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Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
David Osman of the IRF is joined by Brian Pellegrini, the Founder and Senior Analyst of Intertemporal Economics.
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Thursday Nov 09, 2023
Thursday Nov 09, 2023
David Osman of the IRF is joined by Jeffrey Christian, the Founder and Managing Partner of the CPM Group.
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