Best Sovereign Frontier Podcasts (2024)

1
theMu | Pop Up Cities to the world | Sun & Vee - Co-founders of theMu 1:34:09

18h ago1:34:09

1:34:09

Mint and own this episode as NFT here : https://zora.co/collect/zora:0x93811aa406023e87d96a253ca2c2c47b4884074c/3 🎯 Bringing dev-focused pop-up cities to the world 🎯 Bringing permisionlessness pop-up cities to the world 🎯Bringing cypherpunk pop-up cities to the world This is what theMu wants to achieve. We sit down with Sun and Vee to delve deep in…

1
Talking Heads – Will election results upend climate policies? 9:11

19h ago9:11

9:11

With elections held in large economies such as India and the EU, and more to come elsewhere, particularly in the US, investors might be left wondering how changes of government and in the composition of parliaments would affect the ambitions of countries to mitigate and adapt to the effects of climate change. They can be reassured for the most part…

1
Steady GDP growth continues for emerging markets, with wide variation by country 19:57

17h ago19:57

19:57

We have revised our aggregate EM forecast up slightly to 3.9% for 2024-25 to reflect faster-than-expected growth in some of the largest EMs so far this year. Disinflation continues but is slowing. Speaker: Madhavi Bokil, Senior Vice President, Credit Strategy at Moody's Ratings Host: Vittoria Zoli, Analyst, Emerging Markets at Moody’s Ratings Relat…

1
Conversations: Manila charts its course 21:22

1d ago21:22

21:22

Tensions between China and the Philippines in the South China Sea have reached their highest level in more than a decade. The risk of escalation, even conflict, between the two countries could test the credibility of the Philippines’ alliance with the United States. In the first of a series focused on the South China Sea tensions, Susannah Patton, …

1
DAOpunks : DAOs and the future of Work | Livefast 1:10:40

5d ago1:10:40

1:10:40

This episode of the podcast features LiveFast, the Community Manager of DAOpunksNFT. DAOpunks's mission is bold and inspiring: to free individuals from the mundane and unfulfilling routines of traditional employment and guide them towards meaningful and fulfilling work within decentralized autonomous organizations (DAOs). In the episode, LiveFast d…

1
Stabilisation vs Confrontation: The US, China and Australia 23:25

5d ago23:25

23:25

Since the Albanese government was elected, Australia has focused on stabilising relations with China. But there are limits to Australia’s ability to successfully pursue stabilisation if there remains a spectre of confrontation between its largest trading partner and its key security guarantor, the United States. Do either the US or China genuinely …

1
Talking Heads – Natural capital: the multiple merits of managed sustainable forestry 12:04

8d ago12:04

12:04

In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer. Listen to this Talking Heads podcast with Maxence Foucault, ESG Specialist and Private Assets Lead, and Celine Claudon, Chief Commercial Officer at BNPP Asset Management-owned IWC. They discuss with Andrew Craig, Co-head of the Inve…

1
EVENT: Launch of Deterring at a distance - The strategic logic of AUKUS by Luke Gosling OAM MP 1:14:17

13d ago1:14:17

1:14:17

On Tuesday 25 June 2024 we held an event at the National Press Club for the launch of a new Lowy Institute Analysis paper that makes the strategic case for AUKUS, written by one of the government’s most knowledgeable and experienced defence thinkers. Luke Gosling argued that nuclear-powered submarines will be central to Australia’s ability to defea…

1
Pacific Change Makers: Digital frontiers - Safeguarding PNG’s youth in the cyber age 13:18

14d ago13:18

13:18

Papua New Guinea is a nation undergoing rapid digital transformation. With increased connectivity, PNG faces the dual challenge of leveraging digital growth for development while protecting its young netizens. Initiatives such as ChildFund’s 1-Tok Helpline, which has received more than 70,000 calls since its establishment in 2015, provide a window …

1
Driving Web3 Advancement in Africa with Eric Annan, CEO/Cofounder of Aya 1:56:28

15d ago1:56:28

1:56:28

Eric Annan shares his background, detailing his personal and professional journey that led to the co-founding of Aya. He discusses the evolution of Aya from its inception to its current state, highlighting key milestones and pivotal moments. He also reflects on his past experiences and early career challenges that have shaped his entrepreneurial mi…

1
Talking Heads – The case for sovereign debt in multi-asset portfolios – and for gold 10:14

15d ago10:14

10:14

The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mark Richards, Head of Flexible and Absolute Return, points out to Daniel Morris, Chief Market Strategist, such action from the Fed could boost the performance of government bonds in multi-asset portfolio…

1
South Africa’s creditworthiness with a new coalition government 12:30

16d ago12:30

12:30

The creation of a coalition government following 29 May elections will likely support broad policy continuity and reforms, but the risk of government instability and ineffectiveness is significant. Guest: Aurelien Mali, Vice President-Senior Credit Officer, Sovereign Risk Group, Moody's Ratings Host: Scott Phillips, Associate Managing Director, Cre…

1
Talking Heads – Taking an active look at trends in ETFs 9:38

22d ago9:38

9:38

In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss the success of fixed income exchange-traded funds, due, as he explains, to the fact that they offer investors access to a diversified and liquid portfolio of bonds at an attractive cost. The discussion also…

1
EVENT: The inaugural Allan Gyngell Lecture 1:28:29

24d ago1:28:29

1:28:29

On Friday 14 June 2024 we had our inaugural lecture in honour of Allan Gyngell, the first Executive Director of the Lowy Institute and one of Australia’s most respected foreign policy thinkers. Allan’s friend and contemporary, Ric Smith, delivered the Lecture on the subject of statecraft — a notion dear to Allan, and one that reaches beyond routine…

1
Development Futures: Angus Deaton on what economists got wrong 43:10

23d ago43:10

43:10

Angus Deaton, the 2015 Nobel Prize-winning economist, has dedicated four decades to studying poverty, inequality, health, wellbeing, and economic development. Recently, he strongly criticised his own profession, arguing that economists have overlooked the power dynamics inherent in capitalism. In this wide-ranging episode of Development Futures, Al…

1
Bret Stephens on Trump's election chances, AUKUS, and changing his mind on climate change 37:13

27d ago37:13

37:13

In this episode of The Director's Chair, the Lowy Institute's Executive Director Michael Fullilove is joined by The New York Times columnist Bret Stephens. They discuss the forthcoming US election and why he thinks Donald Trump is likely to return to the White House. They also talk about the conflicts in Ukraine and the Middle East, AUKUS, cancel c…

1
Talking Heads – Short maturity European high-yield bonds: a promising blend 17:27

29d ago17:27

17:27

With official interest rates in the eurozone having begun their descent and the economy bottoming out, selected segments of the high-yield bond market remain, in our view, well orientated. Listen to this Talking Heads podcast with Andrew Craig, Co-head of the Investment Insights Centre, and Stef Abelli, European High Yield Portfolio Manager. Among …

1
Views from Moody’s Global Emerging Markets 2024 virtual event 14:32

29d ago14:32

14:32

Moody’s Ratings experts discuss the fragile recovery and new threats in EMs, including macro conditions, default trends, credit risks for sovereigns and corporates, and bright spots. Host: Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research: Fragile recovery in EM credit conditions will continue Emerging Markets – Global: …

1
Talking Heads – Springtime for the eurozone economy 11:01

1M ago11:01

11:01

As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario Pietrunti, Senior Economist for the eurozone, talks to Andrew Craig, Co-head of the Investment Insights Centre, about the economic outlook for the euro area in this Talking Heads podcast. Further out, challenges lo…

1
Frontier markets: higher risk, higher potential returns 19:20

1M ago19:20

19:20

Join Scott Phillips, head of EM at Moody’s Ratings, and Maciej Woznica, portfolio manager at asset management firm Coeli, for a tour of the least-developed emerging markets. Guest: Maciej Woznica, Portfolio Manager, Coeli Host: Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research: Gradual recovery in emerging market credit …

1
Talking Heads – Adding a string to your bow with absolute return fixed income 12:40

1M ago12:40

12:40

With the bull market in bonds now behind us and investors looking for effective ways to position portfolios in fixed income, absolute return fixed income strategies offer potential. They seek to reap positive returns regardless of the direction of bond yields.Listen to this Talking Heads podcast with Jay Mistry, Senior Portfolio Manager on our abso…

1
EVENT: Coming to terms with Myanmar’s fragmented state 1:07:24

2M ago1:07:24

1:07:24

Myanmar’s civil war has entered a crucial phase. While the junta remains firmly ensconced in the centre, a series of stunning victories by its opponents has severely diminished the reach of the military regime into the borderlands. A constellation of anti-junta forces has started delivering public services in “liberated areas” where they are in eff…

1
Talking Heads – US rate cuts would benefit frontier market bonds as well 8:05

2M ago8:05

8:05

The prospect of rate cuts by the US Federal Reserve later this year should allow frontier market bonds to build on what has been a months-long run of robust performance according to Guy Tossou, Senior Portfolio Manager for Emerging Market Frontier Debt. Guy tells Andrew Craig, co-Head of the Investment Insights Centre, that within the asset class, …

1
Kurt Campbell on China, Russia, AUKUS, and US foreign policy in Asia 30:56

2M ago30:56

30:56

In the new episode of The Director’s Chair, the Lowy Institute’s Executive Director Michael Fullilove is joined by US Deputy Secretary of State Kurt Campbell. They discuss Kurt Campbell’s new role in the State Department, American policy towards China, the relationship between Moscow and Beijing, Xi Jinping’s recent visit to France, Dr Campbell’s a…

1
Development Futures: Bert Hofman on China’s economy 35:00

2M ago35:00

35:00

China is facing many economic problems, at home and abroad. The two are connected. Weak demand at home has contributed to a sharp rise in Chinese manufacturing exports, especially in green technologies such as electric vehicles. Surging Chinese exports have in turn prompted a backlash from the United States, Europe, and others who accuse China of e…

1
Talking Heads – Scoring sovereign issuers of green bonds 11:00

2M ago11:00

11:00

A growing number of governments and state agencies is turning to the green bond market to fund measures aimed at helping countries to adapt to and mitigate the effects of climate change or tackle issues such as social inequality.Listen to this Talking Heads podcast with Malika Takhtayeva, ESG analyst, and Ilan Tamsot, Portfolio Manager, as they dis…

1
Speculative-grade default rate for emerging market companies improves with macro conditions 13:56

2M ago13:56

13:56

The default rate will decline to 3.3% by the end of Q1 2025, far below the peak of nearly 15% at the end of 2022 which was driven by the Russia-Ukraine war and China’s property market woes. Guest: Yang Liu, Vice President - Senior Analyst, Moody's Ratings Host: Scott Phillips, Associate Managing Director, Moody’s Ratings Related Research: Corporate…

1
Conversations: Michel Barnier on the world after Brexit 23:27

2M ago23:27

23:27

In this episode, Michel Barnier, Europe’s former point man on Brexit negotiations, speaks with Hervé Lemahieu. Four years on, what lessons should the West draw from Brexit? How united is Europe in the face of populism at home and with new challenges on its doorstep, including the war in Ukraine? And are China and Russia two faces of the same threat…

1
Talking Heads – Indian equities on a roll 8:21

2M ago8:21

8:21

Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are in place for further gains as this sprawling economy of 1.44 billion consumers vies to take over from China’s as the world’s second largest. Jayesh Gandhi, Head of India Equities, tells Daniel Morris, Chief Market St…

1
David Lammy on the UK's foreign policy, Europe, China, AUKUS, the Windies and 'Big Ange' 42:13

2M ago42:13

42:13

In this episode of The Director’s Chair, the Lowy Institute’s Executive Director Michael Fullilove is joined by UK Shadow Foreign Secretary David Lammy. They discuss David Lammy’s journey from cathedral chorister to the House of Commons, what kind of prime minister Keir Starmer would make, foreign policy under a Labour government, the UK’s relation…

1
EVENT: An address by The Hon Dr Jim Chalmers MP, Treasurer of Australia 47:30

2M ago47:30

47:30

The Treasurer spoke on the domestic and international economy, and the government’s agenda to position Australia as an indispensable part of the global economy. After his remarks, the Lowy Institute's Executive Director Dr Michael Fullilove AM chaired a Q&A session with the Treasurer. The Hon Dr Jim Chalmers MP is the Treasurer of Australia. He has…

1
Talking Heads – The weighty impact of anti-obesity drugs, also for investors 10:50

2M ago10:50

10:50

Marketing and media campaigns and celebrity endorsements have boosted consumer demand for anti-obesity drugs, boosting the results of the makers of these weight loss pills. Get the full picture and what it means for food sector investing from Agne Rackauskaite, Portfolio Manager at Impax Asset Management, on this Talking Heads podcast with Daniel M…

1
Middle East: from geopolitical tensions to Islamic finance 15:59

2M ago15:59

15:59

Moody’s analysts discuss the increased risk for sovereigns from escalation of the Israel-Iran conflict, and then shift to the growing demand for Islamic finance. Guests: Christian Fang, Vice President – Senior Analyst, Sovereign Risk Group, Moody’s Ratings; Badis Shubailat, Assistant Vice President – Analyst, Financial Institutions Group, Moody’s R…

1
Talking Heads – Getting Asia on board on climate and nature goals 10:12

3M ago10:12

10:12

With Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in the region, it is clear that to reach net zero targets globally, Asia needs to be on board. Jane Ho, Head of Stewardship Asia, and Chief Market Strategist Daniel Morris, discuss the priorities for Asia when it comes to proxy v…

1
Leigh Sales on journalism, the United States and not interviewing Trump 48:44

3M ago48:44

48:44

In the first episode of this new series of The Director’s Chair, the Lowy Institute’s Executive Director Michael Fullilove is joined by respected Australian journalist Leigh Sales. They discuss Leigh’s experience as a foreign correspondent in Washington, the shifts in American society that led to the rise of Donald Trump, why she still believes tha…

1
Talking Heads – Exchange-traded funds: adding ESG into the mix 12:07

3M ago12:07

12:07

Andrew Craig, Co-head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects for further ‘heady growth’ in the trillion-dollar exchange-traded funds business. Current trends include the emergence of active ETFs. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.co…

1
Conversations: The Stakes of Diplomacy - 2024 Global Diplomacy Index 30:45

3M ago30:45

30:45

In this episode, the Lowy Institute’s Research Director Hervé Lemahieu talks with Ryan Neelam, the Institute’s Director of the Public Opinion and Foreign Policy Program about the findings of the recently launched 2024 Global Diplomacy Index. What do diplomatic networks tell us about superpower rivalry, geopolitical competition, and a more multipola…

1
EM macro conditions are improving unevenly as GDP growth stabilizes and inflation slows 11:11

3M ago11:11

11:11

Growth will slow in 2024 then stabilize in 2025 in most emerging markets. We have raised our forecasts for Asia, Central-Eastern Europe, the Middle East and Africa but lowered them for Latin America. Host: Scott Phillips, Head of Emerging Markets, Moody's Ratings Speaker: Vittoria Zoli, Analyst - Emerging Markets, Moody's Ratings…

1
EVENT: In conversation with Admiral John Aquilino, Commander, US Indo-Pacific Command 59:52

3M ago59:52

59:52

A conversation with Admiral John Aquilino on the increasing dangers in the Indo-Pacific, the bilateral relationship between Australia and the United States, and the importance of the AUKUS security partnership. Lowy Institute Executive Director Dr Michael Fullilove moderated the discussion, which also featured questions from the audience. Admiral J…

1
Talking Heads – Investing in global equities with a net zero tilt 7:28

3M ago7:28

7:28

Nadia Grant, Head of Global Equities, and Investment Specialist Shazaan Gaffoor explain the compelling rationale behind investing in stocks of companies progressing towards net zero emissions from their business. An active, diversification-minded approach to evaluating a company's efforts takes into account factors including actual or likely alignm…

1
Talking Heads – Money market funds can still work when rates rise 14:34

3M ago14:34

14:34

On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be cut, as is the consensus expectation for euro rates this year, a variable rate approach still makes sense when running money market funds. As Thibault explains to Chief Market Strategist Daniel Morris, apart from some seas…

1
China’s push to shift economic growth engines faces hurdles but will benefit some EMs 15:35

3M ago15:35

15:35

It will take time and effort for sectors like tech and EVs to drive China’s GDP growth, and geopolitics is a risk. But emerging markets supplying relevant goods and services to China stand to benefit. Guest: Gong Cheng, Managing Director - Credit Strategy, Moody's Ratings Host: Vittoria Zoli, Analyst - Emerging Markets, Moody's Ratings…

1
Talking Heads – US stocks: small is also beautiful 13:25

3M ago13:25

13:25

Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US Equities in our Boston office, tells Andrew Craig, Co-head of the Investment Insight Centre, on this Talking Heads podcast. He notes small caps are attractively valued relative to large caps which have been experiencing several months of solid…

1
Talking Heads – Investing in water: from chips to lithium to PFAS 14:19

4M ago14:19

14:19

In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager at Impax Asset Management, about sustainability-related investing in water, the reasons behind the inflows into this asset class and the outlook for water-related businesses in a segment that has been marked by inno…

1
Digging into key credit stories for emerging market sovereign investors across the globe 20:37

4M ago20:37

20:37

China’s 2024 policy priorities and influence across Asia, the state of European consumers, Romania’s fiscal deficit, Argentina’s economy and Ecuador’s state of emergency are among the top stories. Guests: Lillian Li, Vice President – Senior Credit Officer, Moody’s Ratings; Ruosha Li, Vice President – Senior Analyst, Moody’s Ratings; Ariane Ortiz-Bo…

1
Conversations: Digital threats to democracy, with Lydia Khalil 33:11

4M ago33:11

33:11

In this episode, the Lowy Institute’s Sam Roggeveen talks with his colleague, Research Fellow on Transnational Challenges Lydia Khalil, about her new research paper, Overcoming digital threats to democracy. The internet and social media are now our digital public square, yet these spaces are not governed that way. Lydia proposes that tech giants lo…

1
Talking Heads – Offering tailored support and advice on sustainable investment solutions 15:36

4M ago15:36

15:36

Working out the best investment strategy en route to greater sustainability can be challenging as you strive to preserve financial returns while considering risks and goals around issues such as climate change and greater equality. On this Talking Heads podcast, Sophie Debehogne, Senior Client Solutions Manager, and Maurice Kraaijenbrink, Head of P…

1
A focus on West Africa, where bright spots shine through political, security and climate risks 15:10

4M ago15:10

15:10

Positive developments include strong GDP growth in Côte d’Ivoire and Senegal, a lifting of sanctions on Niger, and a few countries tapping international bond markets so far this year. Speaker: Mickaël Gondrand, Assistant Vice President-Analyst, Sovereign Risk Group, Moody’s Investors Service Host: Scott Phillips, Associate Managing Director, Emergi…

1
Talking Heads – Is it ouch or aye for the environment as AI booms? 11:29

4M ago11:29

11:29

Markets are abuzz with the promise of artificial intelligence, but there also are concerns that the sprawl of related technology could sting via heavy demands on resources. Andrew Craig, Co-Head of the Investment Insights Centre, gets an update on this and other energy transition topics from Ed Lees, Co-Head of our Environmental Strategy Group. For…

1
Talking Heads – Looking to Turkey for some investing delight 9:43

5M ago9:43

9:43

Robust domestic demand, relatively low external debt and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024. On this Talking Heads podcast, Daniel Morris, Chief Market Strategist, discusses Turkey’s prospects with Huseyin Akar at TEB Asset Management, a BNP Paribas Asset Management subsidiary. For m…

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