The China Research Group was set up by UK MPs in 2020 to promote fresh thinking about the future of our relations with China. We run regular seminars, connecting with experts from the UK and all over the world.
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Jessamy Bagenal, Chloe Wilson, and Callum Davidson—editors at The Lancet—and Gavin Cleaver, The Lancet Group’s Audio Producer, in conversation with the journal’s authors, explore their latest research and its impact on people’s health, healthcare, and health policy. A monthly audio companion to the journal, this podcast covers topics that advance the field of medical research, from exploring treatments to examining drug trials, public health outbreaks to surgical techniques, and more.
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China Tech Insights is an English research unit affiliated with Tecnent's Online Media Group. Follow us on Twitter for our latest analysis: @CNTechInsights
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Get exclusive insights from analysts and industry experts with IG Trading the Markets – a podcast that covers everything from forex to stock trading, helping you to get more from the financial markets. Any opinions, news, research, analysis, prices or other information contained does not constitute investment advice. Losses can exceed deposits, 71% of retail clients lose money.
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Anyone who’s worked at a great company knows it’s all about the people. Good managers, great leaders - in and beyond the business. Through conversations with P&G Alumni leaders, we go deeper with the leaders you know, but want to know more about. This is Learnings from Leaders: the P&G Alumni Podcast. pgalums.com/podcast Learnings from Leaders is a production of the P&G Alumni Network (pgalums.com) — an officially recognized, global nonprofit by former P&G’ers committed to community, enrichm ...
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Fidelity Answers is a podcast channel from Fidelity International's editorial team. From tech cycles to The End of the Cycle, from downside protection to the upside of ESG, we bring you in depth conversations and the latest ideas from our analysts, portfolio managers and investment directors to explore the latest investment thinking. As well as topical standalone episodes you'll find our series 'The Investor's Guide to China' where we put the economic powerhouse under the microscope with on- ...
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BerlinsideOut, the podcast that takes an expert look at international politics from Berlin. Hosted by Dr. Benjamin Tallis, Senior Research Fellow and Head of the Action Group Zeitenwende at the German Council on Foreign Relations (DGAP), and Aaron Gasch Burnett, a journalist specialising in German politics, we look at how Germany sees the world and the world sees Germany.
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The 1st Draft is a new podcast from the Foreign Policy Research Institute in which Robert D. Kaplan and Dominic Green examine ideas emanating from world affairs. New episodes released monthly. To be the first to know about new episodes, please subscribe to our mailing list and follow us on Twitter @FPRI.
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The world of finance has a huge impact on all of us. This show aims to explore and unravel some of the mysteries surrounding the investing business, via interviews with masters of the real life money maze. Expect tips for mastering capital allocation, making better business decisions, strategies for taking your career to the next level, and revelatory profiles of leading industry figures. Whether you're a current or aspiring investment professional, a regular investor, or a student exploring ...
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I have conceived this podcast as a personal endeavour to bring interesting topics that I have encountered through my professional and academic life to the table. Each episode will take place as conversations with relevant guests who can shed light into the issues being discussed. The podcast will cover economic and political issues with major impact in the countries of the region. EU-Asia relations will feature prominently. I am currently working in Public Affairs in Brussels (Belgium). I ha ...
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The Gerontological Society of America (GSA) brings together educators, clinicians, administrators, researchers, and students who share their experiences, expertise, and innovations in aging. The GSA On Aging Podcast series covers a wide range of topics related to aging and gerontology. It features interviews with experts and discussions on research papers published in various GSA journals. The series explores various aspects of aging, including dementia, technology, ageism, age-friendly comm ...
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A serious conversation on the global economy grounded in the data, insights, and outlooks you need to stay ahead of the curve in business and beyond. The Conference Board is a leading think tank and non-profit business membership group that's been at the vanguard of navigating economic change since 1916. Our research ushered in the 8-hour workday; shaped policy during the Great Depression and both world wars; and facilitated the inclusion of women, minorities, and the disabled into the workf ...
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Produced by the Asia Global Institute, a multidisciplinary think tank at The University of Hong Kong, AsiaGlobal Podcasts offer Asian perspectives on global issues through conversations with scholars, experts, policymakers and professionals from around the world.
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Every fortnight, the podcast discusses key investment issues to help build your wealth. Morningstar's James Gruber hosts regular guests Graham Hand and Peter Warnes, as well as investment industry leaders and fund managers. Graham Hand has over 40 years of experience in financial markets, including Group Treasurer and Managing Director Treasury roles at major banks. Graham is the Co-Founder (with Chris Cuffe) and Managing Editor of Firstlinks (previously Cuffelinks), a leading financial news ...
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Blog Order (Podcast 1 in Blog 40) 40. J. Miller, K. Vine, and D. Larkin, ‘The Relationship of Product and Process Performance of the Two-Handed Sidearm Strike’, Physical Education and Sports Pedagogy, 2007, 12, 61–75. 41. K. L. Oliver and R. Lalik, ‘The Body as Curriculum: Learning with Adolescent Girls’, Journal of Curriculum Studies, 2001, 33, 303–33. 42. C. C. Pope and M. O’Sullivan, ‘Darwinism in the Gym’, Journal of Teaching in Physical Education, 2003, 22, 311–27. 43. J. Quay, ‘Experie ...
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1
Shaun Rein, China Market Research Group, Founder & Director
57:39
57:39
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"In your 20s learn how businesses work, how humans work. In your 30s implement your knowledge and make money. And in your 40s start giving back to younger people and society.” Shaun Rein is the Founder and Managing Director of the China Market Research Group (CMR), the world's leading strategic market intelligence firm focused on China. Shaun is in…
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1
Investing with Beauchamp and Bright: The week that shook the markets
18:08
18:08
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In a brand new podcast, IG’s Chief Market Analyst Chris Beauchamp and our Assistant Portfolio Manager Aaron Bright discuss all things investing. From the carry trade carnage in Asia to a T-Rex called Sue – the pair go behind the curtain to their week, life lessons and trading. Any opinions, news, research, analysis, prices or other information cont…
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1
Mary Carmen Gasco-Buisson, Pandora Jewelry CMO
32:04
32:04
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32:04
“What does balance look like? It doesn't mean 50/50 all the time or 100% and zero. Balance is something that happens over time, it's a flow. It's not just an everyday balance - it's more like an ongoing balance.” Mary Carmen Gasco-Buisson is Pandora Jewelery’s CMO & SVP of Global Business Units, and a member of the company’s Executive Leadership Te…
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1
Natasha Pocovi on the prevention of low back pain recurrence
23:50
23:50
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Natasha Pocovi joins Chloe Wilson of The Lancet to discuss a trial investigating a walking and education intervention for the prevention of low back pain recurrence in Australia (WalkBack). Read the full article: https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(24)00755-4?dgcid=buzzsprout_tlv_podcast_generic_lancet Continue this conv…
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150: War or Peace? Why the World May Be More Dangerous than the 1930s - With General Sir Patrick Sanders, Former UK Chief of the General Staff
52:24
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In this episode we have the huge pleasure and privilege to talk to General Sir Patrick Sanders, who until June of this year served as Chief of the General Staff. As the professional head of the British Army he had responsibility for over 100,000 troops (including reserves), steering this key component of the UK’s defence apparatus through an increa…
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The Investor’s Guide to China: Asia's bright spots (#32)
29:21
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In this bonus episode, we're hearing about three investment ideas that are exciting Fidelity’s Asia portfolio managers and how they play into the megatrends of artificial intelligence, the energy transition, and shifting supply chains. Marty Dropkin, Head of Equities, Asia Pacific, is joined by Monica Li, Fidelity International’s Director of Resear…
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1
Bob Gilbreath: Mind on your Money, Time & Freedom
22:19
22:19
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“ Money and time are eerily linked. There's free time, leisure time, time off, flex time, and down time. When we manage ourselves well, we have more freedom and better lives.” Bob Gilbreath is longtime friend of the Pod, and fellow P&G Alum - who's also a repeat startup founder with two exits. His latest post “Mind on your Money, Time and Freedom” …
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‘We’re going to need more floating offshore wind capacity’
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IG’s Angeline Ong catches up with Octopus Renewables Infrastructure Trust’s David Bird to discuss why he thinks the world is going to need more floating offshore wind capacity, and what opportunities this will lead to. Bird also explains why he thinks current share prices do not reflect the real value of the sector. Any opinion, news, research, ana…
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149: The $5 Trillion High Yield Debt Markets: Trouble Ahead or Compelling Returns? - With Victor Khosla, Founder & CIO of Strategic Value Partners
33:09
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This episode comes from the SuperReturn conference in Berlin, with guest Victor Khosla, Founder of SVP. Set up in 2001, the firm manages $18 billion in credit, with an impressive long-term track record in identifying credit opportunities. Victor describes himself as the ‘Accidental Investor’, initially hired as a strategic consultant for a Citibank…
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Bob Gilbreath: Time Management is Mind Management
22:58
22:58
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"We have more free time than ever — but why does it feel like we are so busy? We have more freedom and decision making options than ever — so we've got to add new programming to our lives." Bob Gilbreath is longtime friend of the Pod, and fellow P&G Alum - who's also a repeat startup founder with two exits. His latest post “Time Management is Mind …
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148: Greed & Fear! What to Own, What to Avoid and Are We Wrong About China? With Chris Wood, Global Head of Equity Strategy, Jefferies (Hong Kong)
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If you write a widely followed weekly piece for nearly 30 years, assessing investment risks & rewards, geopolitical implications, and extracting signals from noise, you need experience, good instincts, market nous, and the ability to talk to the right people. The weekly piece in question is GREED & FEAR, and its author, our guest Christopher Wood, …
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Fidelity Answers: Deconstructing active ETFs
36:22
36:22
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Growing numbers of investors are turning to active ETFs. What’s behind this boom, and what role can they play in portfolios? Ben Moshinsky is joined by Stefan Kuhn, Fidelity International’s Head of ETF Distribution for Europe, Caroline Shaw, multi asset Portfolio Manager, and Andrew Craswell, Head of Client Relationship Management at Brown Brothers…
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147: Vista Equity Partners: The $100 Billion Private Equity Software Group - With Rachel Arnold, Co-Head of Vista Equity Partners’ Endeavor Fund
23:42
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In this shorter interview, recorded at Berlin SuperReturn, Rachel Arnold, Co-Head of Vista’s Endeavour strategy, a fund focused on small-cap private software companies, offers insights that echo Bill Gates comment that “software is the magic thing whose importance only goes up over time” Amazingly, over 90% of software companies are private, and as…
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Will the Nikkei continue to rally? Where will the yen head next?
11:55
11:55
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The Japanese equity market has had a strong start to 2024 and continues to flirt near record highs, but how long can this continue? We ask Schroder Japan Trust’s Masaki Taketsume this question, along with why he thinks real positive structural shifts are in motion. IG’s Angeline Ong also gets Taketsume’s outlook for the yen amid swirling BoJ interv…
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1
Manreet Sodhi Someshwar, Partition Trilogy author
1:09:36
1:09:36
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”Being a writer is just bloody hard work and passion. It is a kind of madness, which compels you every day to go to say, ‘OK, let's do it again today’ “ Manreet Sodhi Someshwar is the author of nine novels - including the Long Walk Home, Radiance of a Thousand Suns, and most recently the Partition Trilogy - a historical fiction novel series about o…
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The Investor’s Guide to China: The renminbi effect (#31)
25:22
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In this episode, we turn our attention to something that affects almost every investor in China: a weakening renminbi. The Chinese currency has lost almost 10 per cent against the US dollar in the last 18 months. Is this a result of economic weakness in China or just another chapter in the strong dollar story? How is the renminbi performing against…
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146: “Running Up That Hill” - Strava’s Co-Founder, Mike Horvath, on Building, Branding and Delivering: An Entrepreneurs’ Story
1:10:37
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If you wrote a business plan in the 1990s that was way ahead of its time - a 20th century idea that needed 21st century technology to work - then put it aside and instead built an enterprise software firm that achieved a Goldman Sachs backed blockbuster IPO in 1999, you might say “bravo”. If then, several years later you return to this earlier idea…
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‘TSMC to give chip and AI-related stocks another leg up’
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TSMC’s stellar Q2 revenues are likely to give chip and AI-related stocks another boost, says Tematica CIO Chris Versace, and potentially lead to further upgrades for the chip industry. Versace also discusses Samsung’s big bet on ‘foldables’ with IG’s Angeling Ong, and why US Fed chair Jerome Powell has to balance inflation with jobs growth. Any opi…
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Dawn Garibaldi on delegation, P&G Alumni Coaching
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“Delegation is making sure you’ve framed the work to expand the impact of you and your team, in a way that has healthy boundaries and the individual can build their skills.” Dawn Garibaldi Is an executive coach who partners with leaders to amplify their impact by mastering complexity, extending their influence, building unstoppable teams and breaki…
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As the European Commission's provisional tariffs on Chinese-made EVs take effect, IG’s Angeline Ong catches up with Xiaolin Chen, Head of International at KraneShares to discuss the potential impact of the ongoing trade tit-for-tat and how investors can position for this. Chen also explains why EVs, renewables, and healthcare were some of the most …
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32 – Season Finale – The State of Play, The Road Ahead & Where Lies Germany?
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Wrapping up season 2 of BerlinsideOut, Ben and Aaron give listeners their take on what to watch out for in international security this summer – particularly at the upcoming NATO Summit in Washington, November’s American election, and the incoming European Commission. The hosts talk about the significance of Kaja Kallas’ nomination as the new EU Hig…
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NFP; rates; Bank stress tests could determine next market move – Versace
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This US jobs reading could keep the Wall Street melt-up going. If it’s not a ‘hot’ number, then it could give the Fed room to cut rates, says Tematica CIO Chris Versace. Plus, why bank stress tests indicate risks cracks could be emerging. Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. F…
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How to trade the UK election: Panmure Liberum’s Joachim Klement and Wind Shift Capital’s Bill Blain
14:49
14:49
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The 2024 UK general election has been anything but boring, with PM Rishi Sunak soaked to the skin, to alleged betting scams and Nigel Farage, back from the political dead. So, with just days to go until voters head to the polls, IG’s Angeline Ong caught up with Panmure Liberum’s Joachim Klement and Wind Shift Capital’s Bill Blain to find out what t…
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"Be bolder sooner - it's not just about my career, it’s about life in general.” Alex Keith leads Procter & Gamble’s global Beauty business: the world’s 4th largest beauty company, with a $15 billion portfolio with six billion dollar brands. Alex is the only female CEO of a top 5 beauty company. Since taking leadership of P&G’s Beauty portfolio in 2…
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You know it's an election year both sides of the Atlantic when tariff threats fly thick and fast. We've had tariff threats linked to semiconductors, pork and agriculture so far. KraneShares CIO Brendan Ahern unpacks the political sabre-rattling with IG's Angeline Ong and how to trade it. Ahern also says the Wall Street 'melt-up' may well continue t…
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145: Why the Fed Can’t Forecast, How Zero Rates Were a Huge Mistake and is Nvidia’s $3tn*+ Valuation Sustainable? With Rob Arnott, Founder of Research Affiliates
56:53
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Rob Arnott has published over 100 academic papers, co-authored several books, and his firm Research Affiliates developed the strategies behind approximately $147bn in AUM (as of March 2024). He has earned a reputation as a highly respected, value-orientated investor with clarity about unrealistic valuations, mean-reversion and where the investment …
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Wall Street melt-up could continue longer than you think – Oppenheimer
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With Wall Street crossing the 20-month anniversary of the bull market, many investors are asking if the rally is looking stretched. John Stoltzfus Chief Investment Strategist, Managing Director at Oppenheimer Asset Management tells IG’s Angeline Ong the rally could go on longer than many expect because many tech companies’ products are becoming mor…
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"Ignore arrogance and make convenience meet relevance. Consider these elements to know what is convenient and relevant for the customer.” Bernd Pichler is Aston Martin’s Managing Director, Greater China. Bernd was previously Managing Director for Bentley Motors in the Chinese mainland, Hong Kong and Macau, where he oversaw all local operations and …
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31 – Turning Point – from Germany’s Reactive Zeitenwende to Proactive Strategic Change in Europe?
1:34:42
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In this final regular episode of season 2 – partly recorded on the margins of the Lennart Meri Conference in Tallinn – Ben and Aaron first chat with a pan-European panel on how to implement the strategic change Europe needs – and back it up with appropriate mindsets, threat perceptions, resources and ‘Teampower’. Then, BerlinsideOut hears remarks f…
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144: Retail in the 21st Century: Seb James, CEO of Boots, Discusses Health, Technology, Data and the Customer
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In a world where competitive survival has become rarer, one UK retail institution has survived for 175 years, remains a trusted brand, with over 50,000 employees, 2,000 stores and 4,000 pharmacists. Today Boots is part of the US Walgreens Boots Alliance, an entity with sales of $140 billion (2023/24) and one of the world’s largest purchasers of pre…
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May 2024 fund flows: Money rotates back into the US
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US indices have defied gravity so far in 2024, and this may continue from a fund flow perspective. Dewi John, Lipper’s Head of UK Research joins IG’s Angeline Ong to explain the rotation underway from the UK funds into the US. John also says there’s evidence investors are rotating from passive to managed funds, as we head into H2. Any opinion, news…
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With the last rate meeting before the UK general election, PM Rishi Sunak is hoping for a rate cut, however this is unlikely to come through. That being said the event may be the volatility peak of the week watching EUR/GBP particularly. Outside of this is PMI data towards the end of the week across Japan, the eurozone, including France and Germany…
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IG Premium Client Manager, Luke Moore, delved behind the curtain to reveal how traders make their moves around elections – with just a few weeks until Brits go to the polls. Moore speaks to IG's Angeline Ong about which markets are key, in particular the FTSE 250, oil, gas and housebuilders, but also how traders and investors differ in their views …
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143: How to Make Money in the $275 Trillion* Energy Transition & Can Tesla Survive?
1:10:59
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Whether you’re a believer in the timelines, or sceptical about its urgency, the energy transition is underway, and its ramifications are immense. Both for the climate and for investors, the new order is challenging the old. In this conversation, Per Lekander, a veteran of the energy and utility space, discusses the failings of the wind and solar in…
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30 – #MakeRussiaPay – The Strategic Necessity of Seizing Russian Assets for Ukraine’s Victory
1:05:38
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In part two of BerlinsideOut’s ‘Pillars of Victory’ special – Ben and Aaron go from the front lines to the back rooms – to discuss the necessity of confiscating $300 billion in frozen Russian state assets to help fund both Ukraine’s victory and to hold Russia accountable for Ukraine’s reconstruction. They hear from an international panel of guests …
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Week ahead: US rate decision and Oracle earnings
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The big swing point in the coming week, starting 10 June, will doubtless be the interest rate decision in the US. The Federal Reserve is not expected to move, but with the Swiss National Bank, the Swedish Central Bank and the European Central Bank having cut rates, the starting gun has been fired. The big question is with inflation still simmering,…
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Roula Clerc-Nassar - Coherence for a more fulfilling life - P&G Alumni Coaching
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"This type of work gives us agency — things become a choice versus us becoming victims of life led on autopilot.” Roula Clerc-Nassar is an seasoned leader and coach - as well as an expert on human understanding and insightful research. Roula’s focus is growing people and building high performing teams, as well as applying neuroscience to coaching t…
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The Investor's Guide to China: Healthcare (#30)
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Chinese healthcare is a vast universe, spanning everything from biotech to traditional medicine. It is also increasingly important as a growth driver for the economy as China's population gets older. But recent policy shifts - both domestically and internationally - have obscured that structural story. Is it time for investors to pause and rethink …
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US jobs report: Watch that wage growth print
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The US Federal Reserve has been closely watching wage growth out of concern that faster-than-normal pay gains may add to inflation pressures. Chris Versace, CIO of Tematica Research tells IG’s Angeline Ong it’s the average hourly earnings print that will feed into the Fed’s thinking, surrounding the timing of its first interest rate cut. Any opinio…
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29 – "We haven’t even tried yet" – Military Victory in Ukraine
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In the first of ‘Pillars of Victory’ a two-part special on what the West – including Germany - needs to do to achieve victory for Ukraine, Ben and Aaron talk with top military, diplomatic and NATO experts, who bring years of experience of top-level decision-making to BerlinsideOut. They discuss the level of Western commitment needed for Ukraine to …
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Market melt-up to persist due to social security benefit risks
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Wall street continues to defy gravity. One area of support for equities comes from investors close to retirement. John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management says investors are looking to invest in stocks for retirement purposes at a time when it is projected that US social security benefits could be at risk of being…
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With scheduled corporate news in the background, traders will have a heightened sensitivity to the FX markets. On Thursday there is the ECB rate decision. As IGTV’s Jeremy Naylor explains, it’s not the decision itself after the green light was lit last week, by ECB chief Christine Lagarde, it’s more about whether the cut is one and done or if there…
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1
Denis Beausejour, author of “The Biggest Idea Ever”
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" I knew the why about my job, the why about lots of things in life. I hadn't really given thought to what I would call the deep questions of life. I started thinking about helping others in a fresh way.” Denis Beausejour is an Author, Executive, Pastor, Papa (and Grandpapa) based in Cincinnati, OH. Denis recently published his first book, “The Big…
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BHP-Anglo takeover tango may resume in 6-months
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Anglo may have rejected BHPs advances yet again. But, the courtship is not over. John Meyer, mining analyst and partner at SP Angel tells IG’s Angeline Ong that BHP could come back again in 6-months. BHP, he says, could also look at other suitable takeover alternatives like Antofagasta and Freeport-McMoran. Any opinion, news, research, analysis, or…
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142: Novo Holdings: Controlling Shareholder of Novo Nordisk, Europe's Most Valuable Company - With CEO, Kasim Kutay
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In this interview, we welcome the CEO of Novo Holdings, which manages the assets and wealth of the Novo Nordisk Foundation, one of the world’s largest enterprise foundations. Novo Holdings is part of the Novo Group, which also incorporates Novo Nordisk and Novonesis (who combined are responsible for much of Novo Holdings’ inflows). Novo Nordisk is …
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28 – Germany’s Nuclear Fear: Deterrence, Escalation, Nuclear and Other Threats
1:32:05
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In this episode, Ben and Aaron talk to nuclear experts William Alberque and Fabian Hoffmann, as well as to Canada’s former Ambassador to NATO Kerry Buck, about how Russian nuclear sabre-rattling plays into German support for Ukraine, how western leadership on discussing nuclear issues with the public needs to improve, and how to deter Putin’s nucle…
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1
Love it or hate it: Buy-now-pay-later is here to stay
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Transformative or troubling? Buy-now-pay-later (BNPL) products are a type of short-term loan offered at point of purchase, with little in the way of checks, fees or interest. IG’s Angeline Ong caught up with Tematica Research’s CIO Chris Versace to find out why he thinks BNPL is here to stay, especially in a time when the ‘stretched consumer’ narra…
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1
Look to data centre related stocks for AI diversification
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The Nvidia frenzy is leading some investors of the chip giant wondering how they can take risk off the table. Anthony Ginsberg, manager of the HAN-GINS Tech Megatrend Equal Weight UCITS ETF (ITEK) says one way to diversify is to invest in data centre-related stocks. Ginsberg also explains why he thinks cheaper non-US EV manufacturers are set to gai…
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Week ahead: German data headlines in a quiet week
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While it is a quiet week ahead, with both the UK and US out for a long weekend on Monday, there are some data points to watch out for of interest. Most notably in Germany where there’s the Ifo business sentiment on Tuesday, consumer confidence and CPI data on Wednesday and retail sales in the German economy on Thursday. For this there’s a technical…
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" We are a social species designed to work together — and this happens through so much more than words. It's in hundreds of unconscious things we do and notice when we're together.” Bob Gilbreath is longtime friend of the Pod, and fellow P&G Alum - who's also a repeat startup founder with two exits in the marketing technology and agency world. Bob …
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