BM Talks

Helen asked about China, NZ approach to them, how aggressive will China be and can it drive a wedge between NZ and Australia?   NZ has always had a good relationship with China, the Five Eyes has morphed into making political statements not intelligence ones. NZ is in ANZUS , ok it’ somewhat on ice as far as NZ goes but when John  was PM he sent their SAS to Afghanistan. We, along with Britain and...

We asked: How has QE evolved since the financial crisis? What are we to make of increased borrowing by governments? What is the major source of systemic risk today? What is causing wobbles in the bond market? How far can we make a comparison between 2020 and 2008? What will happen to the US Dollar? What is the outlook for stocks, bonds and alternative assets?

We asked: What is the Ireland/Northern Ireland Protocol? What happened over Article 16 and why? What are the immediate implications for NI businesses?  How much friction is there between EU vs UK, UK vs ROI etc? Will we see a United Ireland and Independent Scotland in 10 years? Will we return to violence? Our speakers are from either side of the debate. 

We asked: What is going to happen to inflation, interest rates and volatility? What will the Fed do? What measure of inflation is the best one to follow? What is the risk from investing in mortgage securities? What part does convexity play in interest rate markets? How did you trade last March? Where is there now value in the markets?

We asked: What does the post pandemic world look like? What sectors will struggle and which will not Was the massive intervention of March 2020 a massive bail out? What advice would you give the Fed? What will happen to Europe with leadership changes? Britain after Brexit? What will Biden achieve?

We asked: Are stockmarkets bubbly? What next in UK politics after Brexit? What sectors will outperform and which will struggle? How has technology changed the markets?  How will The City adapt to the new normal? 

We asked: What are the challenges facing the fund management industry?  Is ESG a bubble or is it here to stay?  What does Brexit mean for the City? Has the government done enough to save small businesses? How do music rights work as an alternative asset? What advice would she give investors? For a full breakdown of the half hour podcast, see below: 01:00 - What challenges face the fund management...

We asked CJ Mahoney, the former Deputy United States Trade Representative under Robert Lighthizer in the Trump Administration: Will China tariffs be renegotiated? Will the UK or EU get a trade deal with US? What will Biden’s flagship policy be, given a 50-50 Senate? What was the Trump administration’s greatest achievement? What happens to the Republican Party post-Trump? What is the biggest geopol...

In this episode of BM Talks we are joined by Sir Paul Tucker who reveals:  Why central banks are struggling to communicate their actions What QE is doing needs to be examined How QE works must be better explained Debt needs to be termed out How Shadow Banks remain a significant risk to the market How fiscal policy can coordinate but not dominate monetary policy "We should be relying on the ce...