The Parkview Podcast

In this week's episode, Oussama sits down with Marcelo Mequita to discuss all things Brazil and Brazillian Equities. Marcelo has more than 30 years' experience as an analyst, banker and board member in the region. He is a founding partner and PM at Leblon Equities, an asset management firm focused on Brazilian public and private equity. Prior to this he headed up equity research teams at UBS Pactual and Banco Garantia.

In this week's episode, we take two differing outlooks for inflation and put them to the test. Our guest this week, Oliver Adler recently retired as Chief Economist for Switzerland at Credit Suisse in June 2021. Prior to this he spent close to 20 years in various positions at UBS, including 5 years as head of portfolio strategy.

With emerging market geopolitics taking center stage in 2022, in Russia, china and latin America – we asked this weeks guest Rachel Ziemba to come on the podcast to share her thoughts. Rachel Ziemba is an Adjunct Senior Fellow at the Center for a New American Security.Her research focuses on the interlinkages between economics, finance and security issues – focusing on sanctions, economic resilience and the role of state-owned investors including sovereign wealth funds. She is the founder of Ziemba Insights, a macroeconomic research firm that focuses on connecting policy and macro risks for relevant to EM investors.  

Our guest this week is Marco Annunziata. Marco has worked in policy, finance and industry, most recently as the chief economist and head of business innovation strategy at GE. He is a TED speaker and two-times winner of the Rybszynki prize for best paper in business economics for his book, “The Economics of the Financial Crisis”. He currently runs his own strategic advisory, Annunziata Desai Advisors.

China's stock market is one of the only major equity indices to have posted negative returns in 2021 – reflecting the impact of political and regulatory headwinds that have thrown cold water on investors' enthusiasm for its market. In today's podcast, we are joined by George Magnus. George is an independent economist and commentator, and Research Associate at the China Centre at Oxford University and at the School of Oriental and African Studies, London. Prior to this he was the Chief Economist, and then Senior Economic Adviser at UBS Investment Bank. George's current book, Red Flags: why Xi's China is in Jeopardy was published in September 2018 by Yale University Press.

Our guest this week is Roger Diwan, here to discuss some of the key themes in the global oil and gas industry. Over the past 25 years, Roger has built up a reputation advising governments, oil & gas companies and financial institutions on the oil markets, geopolitics of oil and the strategic shifts in the industry. Roger currently leads a team of analysts and strategists at IHS Markit,  advising over 150 asset managers, hedge funds and private equity firms on the macro environment for commodities, key trends in O&G and valuations.

To help us understand the world of fine art curation through a modern lens, our guest this week is Martine d'Anglejan-Chatillon. We discuss: - What determines value and price in the traditional art market? - How to construct an art collection or portfolio - NFTs and the impact that technology is having on the art world

Ralph Chami is an assistant director and division chief at the IMF, who has been at the fund for more than 22 years. Lately, Ralph has become widely known for his incredibly interesting work on the carbon capture potential of biodiversity. Focusing on Whales, and more recently Elephants, Ralph has proposed an incentive-based plan for economies to harness the value of their natural wealth.

In this weeks episode of The Parkview Podcast we focus on the future of China's currency. To walk us through this topic, our guest this week is Paola Subacchi, who authored "The People's Money – detailing how China is building a global currency".   We discuss: - the Renminbi's role in international finance. - the PBOC's objectives for launching a central bank digital currency. - the next steps for the internationalisation of the Yuan.  

To discuss whether the recent performance in emerging market debt is justified by fundamentals, our guest this week is Matthew Ryan. Matt has more than 22 years' experience as a portfolio manager at MFS Investment Management.

In this weeks episode of the Parkview Podcast we take a look at the world of sovereign advisory. To walk us through this topic, our guest this week is Jill Dauchy, who has acted as a trusted advisor to more than a dozen countries in Europe, Asia, Africa, and Latin America.   We discuss: - The role of a sovereign advisor and what a typical debt restructuring looks like. - The Debt Service Suspension Initiative (DSSI). - China's role as a creditor to emerging markets.

In stark contrast to much of the rest of the world, China's economy has recovered remarkably well from Covid-19. Driven by a public and household sector debt fueled surge in spending, the country is on track to end 2020 with positive economic growth. But is this growth sustainable? To answer this question and to discuss opportunities for investors, our guest this week is Alicia García-Herrero. We discuss: - Is China's debt sustainability a source of concern? - What are expectations for China's long-tern growth? - Is there a dissonance between China's key objectives? - Should investors expect increased exchange rate variability? - Do recent defaults in SOE's imply government policy action, or are they entirely a local government issue? - Will recent changes in the onshore bond market lead to a stronger bond market over the long-term?

In this episode of the Parkview Podcast, the team sits down with Steve Clemons, Editor at Large of the Hill, to discuss the upcoming US Presidential Elections and the potential policy implications of some of the more likely expected outcomes. We discuss: - Why a Biden victory is not a foregone conclusion - Whether Trump is likely to contest a loss - What the implications for policy are if the Senate remains Republican - Whether we are unlikely to see many foreign policy U-turns - What is the outlook for tech regulation? - Will Trump-like populism survive in the GOP if they lose the election?

In this episode of The Parkview Podcast, the team sits down with Gregory Francis, Managing Director of Access Partnership - the world's leading public policy firm dedicated to opening markets for technology -  to discuss the current state of regulation of Big Tech. We also talk about the "Trust Gap" between users and tech companies and how this gap could feasibly be narrowed in future.

In this follow up to Episode 4 of The Parkview Podcast, the team sits down again with Prof. Steve Hanke to discuss his proposal for a currency board in Lebanon.   We also talk about his methodology for estimating inflation in the country (currently about 400%)   This episode was recorded shortly before the tragic explosion in Beirut on August 4th 2020.

In this episode, the team sits down with Sandro Gaycken to discuss the challenges of the Cybersecurity industry and some of the key opportunities available to investors. We discuss: How has Covid-19 incentivised nations to become more aggressive in their espionage/sabotage efforts? The asymmetry of skills and experience between nations with established cyber capabilities and the West.  Regulation, compliance and the state of corporate cybersecurity What are the main investment opportunities in the space? Why is there still no market champion in the cybersecurity industry?

In this episode, the team sits down with Marcos Lopez de Prado to discuss the game-changing impact that machine learning is expected to have on the investment management industry. 

In this episode, the team sits down with Prof. Steve Hanke who outlines his proposal for a private sector led currency solution in Lebanon. 

In this episode, the team focuses on the secondary level effects that we expect COVID-19 will have on future policy decisions, inflation expectations and investor positioning. 

In this episode, we discuss our current macro-economic outlook for India, following the recent budget. We review the encouraging longer-term trends we are noticing as well as highlight some of the near term concerns for investors. 

In this episode, we go through the the main talking points from 2019 and discuss the firm's outlook and positioning for 2020.