Under The Macroscope

Theodore Shou, Skybound's Chief Investment Officer, joins Matthew Pearce to chat about the news coming out of COP 26 as well as the rise and viability of electric vehicles.

U.K. based research analyst Tom Wiley talks to Matthew Pearce about the state of the modular housing industry in the United Kingdom and how it can beneficially impact the government's housing and emissions goals.

Brothers and research analysts Karl and Zander Engelhard chat to Matt about the impact that inflation is having around the world.

Brothers and research analysts Karl and Zander Engelhard chat to Matt about the fluctuations in government bonds as well as long term equity yields and how this informs the thinking around the 60/40 portfolios.

Jabir Sardharwalla is back on the show this week and gives an interesting look at the UK property market, the impact of the coronavirus on London's housing market and where and why people are moving around the country.

Theodore Shou, Chief Investment Officer for the Skybound Group, gives us the lowdown on the Evergrande debt crisis.

Jabir Sardharwalla is back on the show, and he and Matt chat about the effect Geopolitics is having on the global markets.

Matthew Pearce chats to Brendan Jack, a wealth advisor around the slew of regulations being brought in by China and how it's affecting the top tech company's share prices as well as society as a whole.

Host Matthew Pearce chats to Skybound Capital's CIO Theodore Shou about the state of global shipping and its knock-on effects.

Ross Muller, Skybound's Senior Analyst, talks us through the basics of what NFT's are, how they can be used across a variety of industries, and who is leading the charge in the current market.

Matthew Pearce chats to Josie Davis, Skybound's ESG and Impact Analyst about the effect the pandemic has had on women in the workplace globally.

Things change up this week on the Skybound Capital Podcast as usual host Matthew Pearce sits in the interviewee's seat. Analysts Josie Davis and Ross Muller ask the tough questions on this weeks edition of the show.

How the legalisation of cannabis, cannabinoids and THC has impacted the economic growth of investors, states and countries.

Matthew and Theodore chat about how the Covid-19 pandemic has affected growth forecasts in China. But is it influencing it positively or negatively? Listen to this episode to find out more from Theodore Shou in our Asian office.

How are the UK real estate prices affected by the latest rulings in the UK Covid Response?

Communications and Business Development guru Matthew Pearce chats to Theodore Shou, Group Chief Investment Officer, about the effects, opportunities and long-term planning around natural disasters like flooding and climate change.

Matthew Pearce welcomes back Jabir Sardharwalla after a two week absence. They chat about the impending "Freedom Day" in the UK and the effects of the lifting of the COVID restrictions.

Join us as Matthew Pearce continues his interview with Skybound Capitals Josie Davis about ESG and responsible investing.

Join us as Matthew Pearce interviews Skybound Capitals Josie Davis about ESG and responsible investing.

Semiconductors, also known as microchips and integrated circuits, are essential components in every electronics product, whether it be a simple remote control unit for changing channels on the television, or a supercomputer used to simulate weather patterns. Currently, these are in short supply.

This week Matthew and Jabir discuss the impact of COVID immunity for different countries around the world. From here they get into a fascinating discussion about the historical precedent for an impending upward trend for commodity prices.

A strange week in markets! Until yesterday, markets were selling off on the back of continued inflation worries and taper-talk which, in turn, drove yields. Amazing what a combination of Central Bank talk and misinterpretation of data can do.

Following on from last week’s Hybrid vs remote working themes, NatWest announced it only expects about 13% of its staff to return to primarily office-based working while 55% will adopt hybrid working and 32% a remote first model (minimum 2 days pm). HSBC aims to cut its office footprint by 40% over the long-term and is moving some 1,200 call centre staff to permanent home working. NatWest was quic...

Skybound Capitals Matthew Pearce chats to William Boshoff, the group's Chief Information Security Officer about the threat cyber criminals pose to major businesses around the world. With some recent examples of ransomware holding companies' data hostage, what kind of threats could you be under?

Today we are joined by chief investment officer Theodore Shou who is based in the Hong Kong office of Skybound Capital. Together, he and Matt chat about the state of the Asian markets and the impact and recurrence of Covid-19.