Since easing measures started in the spring of 2020, the Big 4 central banks have purchased a total of $800 million in securities every hour of every day, and many emerging markets have experimented with quantitative easing ̶ a once unthinkable development. In this episode, Ron Temple and Aristotel Kondili, a Director and Portfolio Manager/Analyst specializing in emerging markets currencies, debt, and macroeconomics, discuss whether global central bankers can ever stop easing ̶ and whether it even matters.
D'autres épisodes de "The Question Is..."
See You in January 2022!
0:55We’re taking a break for the holidays and will return in the new year with new episodes, new guests, and of course, new questions. Enjoy the holidays!
How High Could Inflation Go?
27:24Inflation is at a multi-decade high in multiple countries. In the final episode of our first season, Ron Temple and Werner Krämer, a Managing Director and Economic Analyst based in Frankfurt, debate just how high inflation could go in both the short term and the long term and discuss the potent and vastly underappreciated pressure climate change is likely to put on prices going forward.
When Will Global Supply Chains Normalize, and at What Cost?
25:20Global ports are clogged with container ships, the cost of hauling freight has skyrocketed, shortages have become commonplace … and did we mention the holidays are coming? Ron Temple and Keith Mori, a Senior Vice President and industrial analyst, trace the many threads snarling global supply chains and offer bull- and bear-case scenarios for how the shipping industry might untangle its knotty problem.
Is China Headed for a Fall?
26:28People are keen to write China’s obituary as the government tightens regulations and tries to navigate a property bubble that appears likely to swallow one of its largest developers, says Philipp Hofflin, a Portfolio Manager/Analyst on the Australian Equity team. Another way to interpret things, he says, is that the government is proactively addressing systemic problems before it’s too late ̶ and Western countries may want to take notes.
When Will the Semiconductor Shortage End?
28:23From cars to smartphones, manufacturers have been feeling the squeeze from a global shortage of semiconductors. In this episode, Director and Technology Analyst Robert Horton explains to Ron how fragile supply chains, geopolitics, and a global pandemic got us to this point and when we might expect to emerge.
Can Artificial Intelligence Find the Next Blockbuster Drug?
28:03Robots can do surgery, smart implantable devices can monitor your heart health, and artificial intelligence promises to cut the time and cost of developing new drugs. In other words, the digital revolution that has transformed other sectors of the economy is coming to healthcare. Rhett Brown, Managing Director and Research Analyst, walks host Ron Temple through the new technologies that could change medicine as we know it.
Can We Even Get to Net Zero?
24:40The latest United Nations climate report made it clear: Time is running out to prevent the most catastrophic events of climate change. In this episode, Ron Temple asks Jennifer Anderson, Managing Director and Co-Head of Sustainable Investment and ESG, what it would take to get to net zero greenhouse gas emissions and what it would mean for investors.
Is the Whole World Addicted to Monetary Stimulus?
25:56Since easing measures started in the spring of 2020, the Big 4 central banks have purchased a total of $800 million in securities every hour of every day, and many emerging markets have experimented with quantitative easing ̶ a once unthinkable development. In this episode, Ron Temple and Aristotel Kondili, a Director and Portfolio Manager/Analyst specializing in emerging markets currencies, debt, and macroeconomics, discuss whether global central bankers can ever stop easing ̶ and whether it even matters.
Is a Huge Corporate Scandal Actually a Good Sign for Japanese Equities?
24:23If Japanese executives were more afraid of losing their jobs, it might actually be good for Japanese equities. Scott Anderson, a Director and Portfolio Manager/Analyst on the Japanese equities platform, discusses the Toshiba scandal, which resulted in the resignation of the CEO and rare dismissal of the Chairman of the Board earlier this year, as well as Japan’s complex history with governance.
Should Investors Be Happy about Higher Inflation?
28:24Is higher-than-expected inflation a sign of healthy economic growth or a potential spoiler? Or, are rising consumer prices indicative of nothing more than a transitory snapback from the pandemic? Host Ron Temple and David Alcaly, a Senior Vice President and Research Analyst at Lazard Asset Management, discuss which factors they are watching to assess how rising prices may affect markets going forward and the challenging task the US Federal Reserve faces in keeping inflation at a desirable level.