Clyde & Co’s Post

The Senate Economics Committee recently handed down its final report on the investigation and enforcement capabilities of the Australian Securities and Investment Commission (#ASIC). The report made 11 recommendations to overhaul the financial regulator. Clyde & Co corporate and regulatory partner Avryl Lattin speaks to the Financial Standard Podcast about the recommendations and how they might be enacted. Listen to the full podcast here: https://lnkd.in/gBAZnNeP #regulation #financialservices #corporationslaw #finance

In our latest podcast, host Neil Williams is joined by Ernst Knacke, Head of Investment Research, and Julian Wheeler, US Equities Specialist, to discuss the impact of political events on stock markets. The discussion delves into recent US political events, the historical performance of markets during different presidential cycles, and the influence of government policies on economic outcomes. The trio also debate whether political uncertainties should be a focus for investors or if fundamentals and valuations play a more critical role in shaping long-term returns. Listen in on the conversation below 👇🏼 #geopolitics #investmentmanagement

In our latest podcast 🎙 - Neil Williams, Head of LeifBridge Investment Services and Ernst Knacke, Head of Investment Research at Shard Capital discuss the outtakes from our monthly Global Investment Committee (GIC), the economic conditions and rate cut predictions for Europe, the U.S., and the UK, alongside the influence of political events on market volatility in countries like India and Mexico. What we cover in this episode: 👋🏼 Intro  🌍 Global Investment Committee Insights 📈 Economic Growth and Inflation Scenarios 📊 Interest Rates and Economic Growth 🏛 Divergence in Global Rate Cuts 🔭 UK Economic Outlook 🚩 Political Risks and Market Impacts 💰 Investment Strategies in the Fiscal Age 💭 Conclusion and Final Thoughts Listen in on the conversation below 👇🏼

Howard Marks revisits his Sea Change memo. He makes the case for the following: 1) The period from 2009-2021 is unlikely to be repeated and stands out as an outlier due to extremely loose monetary policy. 2) Investments that worked over this period may not be the best performing assets classes moving forward. 3) A significant increase to credit in client portfolios is prudent with yield’s approaching 8-9%. At Mackenzie we can provide high quality exposure through our Mackenzie Northleaf Private Credit Fund and Mackenzie Unconstrained Fixed Income Fund.

In this week's edition of the Shard Capital Podcast, our Market Strategist, Bill Blain, speaks with Chris Ash, Head of Trade Finance at Shard Credit Partners Limited on the recent disruption in the Red Sea, and the impact it is having on global trade routes.   Listen in on the conversation below 👇🏼   #TradeFinance #RedSea #FinancePodcast

🎙 How has Private Equity in the mid-market performed in the first half of 2024? 🎙 Tune in and hear Peter Terry, Lucy Orhnial and I discuss which sectors received the most interest from Private Equity, how declining inflation, the current political climate and possible interest rate cuts will impact deal making. We also briefly discuss some predictions for the second half of the year. #privateequity #marketreview #grantthornton Grant Thornton UK LLP https://lnkd.in/eZPCHVsS

Part 6/7 of our Reg Talks series features Ruth Doubleday, Head of Prudential Regulation. This video focuses on how Basel 3.1 interacts with the PRA's Strong & Simple project. Access our latest Basel whitepaper here: https://lnkd.in/eU67pquD ------- Stay up to date with previous episodes by following #RegTalkswithSuade

In this week’s podcast, Neil Williams, Head of LeifBridge Investment Services and Ernst Knacke, Head of Investment Research at Shard Capital discuss their recent monthly macroeconomic outlook, as well as their insights in emerging markets, including the ‘golden’ opportunities that lie in India. In this podcast, the duo cover: 🧠A deep dive into market perspectives. 📊A Market analyses using Shard Capital’s macroeconomical factor quadrant. 📈 Inflation trends and economic insights. 🌍The global landscape. 🌱Emerging markets: India and China 🥇Investment themes: The ‘golden’ opportunity. Listen in on the conversation below 👇🏼 #MarketAnalysis #India #Gold

The U.S. economy continues to surprise to the upside and this was also the case for inflation readings for the month of January. Check out the video below to find out what this might mean for the economy and markets in the coming months.

In the newest episode of Fitch’s Fixed Interests podcast, Justin Patrie, Senior Director and Head of Fitch Wire, is joined by fellow Credit Policy Senior Director Lan Wang to discuss the outlook for China’s economy, covering policy support, fiscal rebalancing, the property sector and more. Listen and subscribe to Fitch Ratings’ Fixed Interests podcast for the latest in credit market developments across the fixed-income world. https://ow.ly/uZ3m50QZOPU #china #propertymarkets #policy