Global
#BondsLoans24 - The damage done: When will the recovery start and what will it look like for emerging economies post-COVID19?
Peter Marber (Aperture Investors), Charles Robertson (Renaissance Capital), Marshall Stocker (Eaton Vance Management), James Sadler (Bank of America Merrill Lynch) and Greg Saichin (Even Keel Family Office) debate the winners and losers of the pandemic
17 Jul 2020
#BondsLoans24 - Debt relief: What is the impact on private creditors? What are the implications for EM debt as an asset class?
Samir Gadio (Standard Chartered), Lucie Villa (Moody’s Investors Service), Trang Nguyen (SMBC Nikko Capital Markets) and Thomas Christiansen (Union Bancaire Privee) consider the implications of debt relief for private investors, and on the EM debt asset class as a whole
17 Jul 2020
#BondsLoans24 - What role can capital markets play in ensuring the equitable distribution of a COVID-19 vaccine across Africa?
Christopher Egerton-Warburton (Lion’s Head Global Partners) and Cyrus Ardalan (Gavi, the Vaccine Alliance) discuss development of a vaccine and equitable distribution with the help of capital markets
17 Jul 2020
#BondsLoans24 - Anticipating Stock Corrections and Crashes
Michael Gayed of Toroso Investments talk us through how Gold and Lumber can anticipate stock market corrections and crashes
16 Jul 2020
#BondsLoans24 - After turning on the printers, will developed market stimulus make its way into emerging markets?
Sergio Trigo Paz (Blackrock), Jan Dehn (Ashmore), Cian O’Brien (Colchester Global Investors), Trieu Pham (ING), and Sergey Dergachev (Union Investment Privatfonds) debate whether developed country stimulus will make their way into emerging markets and the potential inflationary impact
14 Jul 2020
#BondsLoans24 - The World Reimagined – The medium to long term impacts of COVID-19
Professor Greg Clark (HSBC) and Stephen King (HSBC)
14 Jul 2020
#BondsLoans24 - How to build back better: Incorporating strong ESG credentials while making tough cost and investment decisions post COVID-19
Esther An (City Developments Limited), Virginie Maisonneuve (MGA Consulting), Hardik Shah (GMO), Leong See Meng (Cagamas) and Sadiq Currimbhoy (Maybank Kim Eng) discuss the pros and cons of dedicating resources to ESG credentials when rebuilding post-COVID-19
13 Jul 2020
#BondsLoans24 - Corona social bonds: How does the pandemic make a stronger business case for pursuing strategic ESG integration into funding strategies?
Rahul Sheth (Standard Chartered), Elena Chimonides (London Stock Exchange Group), Axel Bendiek (Ministry of Finance of the State of North Rhine-Westphalia), Farnam Bidgoli (HSBC), Giulia Pellegrini (Allianz Global Investors) discuss the long term prospects of Corona social bonds and pursuing ESG integration into funding
8 Jul 2020
#BondsLoans24 - This time is different: How long and deep will this bear market be?
Mark Mobius (Mobius Capital Partners) speaks to Alex Johnson (GFC Media Group) about how he expects the markets to respond after COVID-19 based on experience from previous bear markets
8 Jul 2020
#BondsLoans24 - Managing oil and gas in an age of uncertainty
Mark Cutis (ADNOC), Renè Javier Aninao (CORBŪ LLC), and Alex Johnson (GFC Media Group) discuss how the oil and gas industry is impacted by brewing geopolitical tensions, re-regionalisation of global supply chain, and the upcoming US elections
8 Jul 2020
Brown Brothers Harriman: Emerging Markets Preview for the Week Ahead
Risk assets came under pressure last week as the virus news stream worsened. It’s clear that large parts of the US will be forced to delay reopening until their virus numbers improve. Markets had gotten too bullish on the US recovery story and so this reality check soured sentiment. This is a very important week for US data, and we think risk sentiment will remain under pressure ahead of what we…
29 Jun 2020
Moody’s: Coronavirus to Sharpen Focus on Credit-Relevant ESG Factors
The coronavirus pandemic is likely only to intensify focus on environmental, social, and governance (ESG) factors as investors scrutinise governments’ and companies’ preparedness for global risks including and beyond public health emergencies, Moody’s analysts say.
24 Jun 2020
London Stock Exchange: Making Global Markets More Efficient and Accessible as Issuers and Investors Continue to Navigate COVID-19
In an important stress-test, the global capital markets have responded and adapted quickly to the unprecedented shock caused by the novel coronavirus pandemic, which has caused a dramatic shift in the way individuals and organisations in most nations live and work. These extreme conditions are only likely to accelerate the capital market ecosystem’s innovative efforts to streamline the securities…
18 Jun 2020
Brown Brothers Harriman: Emerging Markets Preview for the Week Ahead
EM and other risk assets stabilized to end the week after Thursday’s selloff, but remain vulnerable. The risks ahead are the same as before, which include a second wave of infections as well as a longer and shallower than expected recovery in global growth. The Fed’s message of low rates as far as the eye can see was balanced by Powell’s grim outlook for unemployment. The liquidity story should…
15 Jun 2020