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A.M. Edition for April 2. Markets are on edge ahead of President Trump's long-awaited tariff announcement in the Rose Garden later today. Neuberger Berman's Maya Bhandari explains what market signals tell us about the likely scope of the U.S. actions. Plus, a liberal judge wins the Supreme Court race in Wisconsin in a rebuke of Trump and Elon Musk. And a potential TikTok takeover deal takes shape days ahead of a deadline to sell the platform or shut it down. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris. They review the four key determinants of financial market behavior this year and the investment opportunities that follow from that assessment for the main asset classes.
Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy. What conclusions should investors draw for their allocations to equities and fixed income around the world?
To help multi-asset portfolios cope with the geopolitical shock of Russia's invasion of Ukraine, a move into cash can be useful. At BNP Paribas Asset Management, we have implemented such an approach to ride the recent market volatility and use bounces to sell assets whose fortunes have now changed and build or expand other, more defensive positions at attractive prices.
The set-up for financial markets is more challenging in 2022, especially for core government bonds and fully valued equities, given the prospect of higher interest rates. In our new Talking heads podcast, Maya Bhandari gives her analysis of what this means for asset allocation.
The set-up for financial markets is more challenging in 2022, especially for core government bonds and fully valued equities, given the prospect of higher interest rates. In our new Talking heads podcast, Maya Bhandari gives her analysis of what this means for asset allocation.
In this bonus episode we’re talking to Maya Bhandari, Multi-Asset Portfolio Manager, and Tammie Tang, Fixed Income Portfolio Manager. They tell us about their routes into asset management and their respective asset classes, how the industry has changed over the past decade, and offer advice to women aspiring to work in finance.
In the second edition of our new podcast we chat to Multi-asset portfolio manager Maya Bhandari about her route into asset management, what multi-asset actually entails, market movements at the end of 2018, and her enjoyment of Japanese author Haruki Murakami. We also continue our quest to demystify the jargon-heavy world of investing with our ABC of investing.
What were the worst policies of the recent past? What were the policy highlights of 2018? What policies would help improve the world in 2019? We put these questions to more than 20 researchers at the Australian National University spanning an enormous range of policy issues, from foreign aid to fire prevention, drought policy to discrimination, social media to international security. This special end-of-the-year podcast comes in two parts. First, host Martyn Pearce leads a discussion with previous presenters of Policy Forum Pod – Quentin Grafton, Jill Sheppard, Sharon Bessell and Julia Ahrens – on everything that went right and wrong in policy in 2018. Next, host Nicky Lovegrove takes the reins, bringing Sue Regan and Maya Bhandari into the mix, as they take a look at the policies the world needs moving into a new year. Martyn Pearce is Editor of Policy Forum. Sophie Riedel is Policy Forum’s roving reporter for this special end of year episode. Quentin Grafton is Professor of Economics and ANU Public Policy Fellow at Crawford School, and Editor-in-Chief of Policy Forum. Jill Sheppard is a political scientist at the ANU School of Politics and International Relations Sharon Bessell is the Director of the Children’s Policy Centre at Crawford School, and Editor of Policy Forum’s Poverty: In Focus section Julia Ahrens is a presenter on Policy Forum Pod. Nicky Lovegrove is Associate Editor of Policy Forum. Sue Regan is a PhD scholar at Crawford School and Program Director at the Institute of Public Administration Australia. Maya Bhandari is a presenter on Policy Forum Pod. A special thanks to the following ANU academics who appeared on this episode: Hugh White, Sachini Muller, Paul Dibb, Shameem Black, John Gould, Sue Ingram, Clarke Jones, Hedda Ransan-Cooper, Laurie Bamblett, John Blaxland, Margaret Thornton, Timothy Graham, Alister Wedderburn, Ben Phillips, Daniel May, Dominique Dalla-Pozza, Susan Scott, Mark Howden, Paul Burke, Vivien Holmes, and Nicholas Brown. Policy Forum Pod is available on iTunes, Spotify, Stitcher, and wherever you get your podcasts. We’d love to hear your feedback for this podcast series! Send in your questions, comments, or suggestions for future episodes to podcast@policyforum.net. You can also Tweet us @APPSPolicyForum or find us on Facebook. This episode of Policy Forum Pod was written and produced by Martyn Pearce, Sophie Riedel and Nicky Lovegrove. It was edited by Julia Ahrens. See acast.com/privacy for privacy and opt-out information.
The ANU Grand Challenges competition offers up to $10 million to research that tackles the world’s most important and intractable problems. This year’s winners are working on what might just be the grandest challenge of all – how to decarbonise the world’s energy supply to prevent a climate catastrophe. On this week’s podcast, hosts Maya Bhandari and Bob Cotton hear from three members of the winning research team about their plan to help Australia deliver zero-carbon energy to the Asia-Pacific region. Topics discussed include how underwater sea cables could link Australia and Southeast Asia, why East Asian demand for hydrogen energy could reduce the power of the coal lobby, and what a multi-billion dollar renewable export industry would mean for the Australian economy. Emma Aisbett is a Senior Research Fellow at the ANU Centre for Social Research and Methods and an Adjunct Lecturer at Crawford School of Public Policy. Her research focuses on economic globalisation, environmental policy, developing countries, and political economy. Paul Burke is an economist focusing on energy, the environment, transport and developing countries, particularly in the Asia-Pacific. His research includes policies for zero-carbon energy in the Asia-Pacific and Australia’s energy transition. Matt Stocks is a Fellow at the Research School of Engineering. He has more than 20 years of research and development experience in renewable energy and photovoltaics. Show notes | The following were referred to in this episode: The ANU Grand Challenges Scheme Zero-Carbon Energy for the Asia-Pacific - The Energy Change Institute's winning project for the 2018 ANU Grand Challenges Scheme Does it really matter if Trump pulls the US out of the World Trade Organization? by Peter Drahos Zero car growth: only in Singapore? by Singfat Chu Planning for the worst by Anthony Bergin The Crawford Master of Public Policy in Environment Policy offered by Crawford School and convened by Llewellyn Hughes Policy Forum Pod is available on iTunes, Stitcher, and wherever you get your podcasts. We’d love to hear your feedback for this podcast series! Send in your questions, comments, or suggestions for future episodes to podcast@policyforum.net. You can also Tweet us @APPSPolicyForum or find us on Facebook. See acast.com/privacy for privacy and opt-out information.
As much as 70 per cent of all water extracted in the world is used for irrigation. But what if it were discovered that irrigation policies intended to increase efficiency and therefore save water could, in fact, be doing the exact opposite? On this episode of Policy Forum Pod, hosts Maya Bhandari and Bob Cotton hear from Quentin Grafton and Sarah Wheeler, two authors of a new paper published in Science: “The Paradox of Irrigation Efficiency”. Topics discussed include the Murray-Darling Basin, why regulatory bodies are so often captured by industry – and how our water policies have left us up the creek without a paddle. Quentin Grafton is Professor of Economics at Crawford School, an ANU Public Policy Fellow, and Director of the Centre for Water Economics, Environment and Policy. He is also Editor-in-Chief of Policy Forum. Professor Sarah Wheeler is an Australian Research Council Future Fellow and the Associate Director of Research with the Centre for Global Food and Resources at the University of Adelaide. Show notes | The following were referred to in this episode: A picture of health with Sir Harry Burns Is Asia sleepwalking to war? with Brendan Taylor Policy Forum Pod is available on iTunes, Stitcher, and wherever you get your podcasts. We’d love to hear your feedback for this podcast series! Send in your questions, comments, or suggestions for future episodes to podcast@policyforum.net. You can also Tweet us @APPSPolicyForum or find us on Facebook. This episode of Policy Forum Pod was written and produced by Maya Bhandari, Martyn Pearce, and Nicky Lovegrove. See acast.com/privacy for privacy and opt-out information.
Can scientists make facts great again in an era of fake news? How can we get more young people and women studying STEM – Science, Technology, Engineering and Maths? Is humanity heading towards a science utopia or dystopia? It’s National Science Week in Australia, and on this podcast we hear from four scientists working across physics, psychology, engineering, and climatology: Susan Scott, Eryn Newman, Elanor Huntington and Mark Howden. In a wide-ranging interview, hosts Maya Bhandari and Sue Regan lead a discussion on how researchers can make themselves heard by the public and respected by policymakers, why science must find more common ground with the humanities, and why we need a new engineering for the 21st century. Professor Susan Scott specialises in gravitational physics at the ANU Research School of Physics and Engineering. Susan was part of the team behind the breakthrough discovery of gravitational waves, winning awards for the way the science was presented to the media. Professor Elanor Huntington is Dean of Engineering and Computer Science at the Australian National University. Elanor is leading a project to reimagine a new type of engineering and computing, fit for the middle of the 21st century. Professor Mark Howden is Director of the ANU Climate Change Institute. Mark was a major contributor to the Intergovernmental Panel on Climate Change reports for the UN, for which he shares a Nobel Peace Prize. Dr Eryn Newman is a researcher at the ANU Research School of Psychology. Eryn’s research focuses on distortions of memory and cognition, looking at how people can succumb to ‘truthiness’ – using feelings and pseudo-evidence to decide what is real, instead of drawing on facts. Show notes | The following were referred to in this episode: Trapped in a culture of happiness by Brock Bastian National Security Podcast: Binary bullets with Adam Henschke and Chris Farnham Policy Forum Pod is available on iTunes, Stitcher, and wherever you get your podcasts. We’d love to hear your feedback for this podcast series! Send in your questions, comments, or suggestions for future episodes to podcast@policyforum.net. You can also Tweet us @APPSPolicyForum or find us on Facebook. See acast.com/privacy for privacy and opt-out information.
Where will Asia’s next war erupt? According to a new book looking at Asia’s dangerous slide into crisis, the next major conflagration will likely occur in one of four flashpoints: the East China Sea, the South China Sea, the Korean Peninsula, or the Taiwan Strait. On this week’s podcast, hosts Maya Bhandari and Bob Cotton talk with author Brendan Taylor about why Asia in the 21st century might resemble Europe at the start of the 20th, how missteps and miscalculation could pave the way for a war that no leader wants, and what countries in the region might do to pull back from the brink. Dr Brendan Taylor is Associate Professor of Strategic Studies at the Australian National University. He was the Head of the Strategic and Defence Studies Centre from 2011-2016, and has a particular interest in East Asian flashpoints, the US-Australia alliance, and Asia-Pacific security architecture. Show notes | The following were referred to in this episode: ‘The four flashpoints: How Asia goes to war’ by Brendan Taylor Launch of "The Four Flashpoints: How Asia Goes to War" by the ANU College of Asia & the Pacific Clearing the air: A response on medical cannabis by Rhys Cohen Yes we cannabis? by Jennifer Martin China’s non-interference dilemma by Earl Conteh-Morgan Policy Forum Pod is available on iTunes, Stitcher, and wherever you get your podcasts. We’d love to hear your feedback for this podcast series! Send in your questions, comments, or suggestions for future episodes to podcast@policyforum.net. You can also Tweet us @APPSPolicyForum or find us on Facebook. See acast.com/privacy for privacy and opt-out information.
In the second episode of the new Australia in the World podcast, AIIA National President Allan Gyngell and ANU academic Darren Lim discuss recent elections in Pakistan and Cambodia, a new trilateral investment fund announced by the United States, Japan and Australia, and the recent AUSMIN talks. The discussion finishes with a deeper dive into the topic of how worried Australia should be about the decline of the United States. Allan’s bio: https://www.internationalaffairs.org.au/about-us/our-people/allan-gyngell/ Darren’s bio: https://researchers.anu.edu.au/researchers/lim-dj Episode 2: Elections in Pakistan and Cambodia, the new trilateral infrastructure investment fund, and how worried should Australia be about the United States? In the second episode of the new Australia in the World podcast, AIIA National President Allan Gyngell and ANU academic Darren Lim discusses recent elections in Pakistan and Cambodia, a new trilateral investment fund announced by the United States, Japan and Australia, and the recent AUSMIN talks. The discussion finishes with a deeper dive into the topic of how worried Australia should be about the decline of the United States. Allan’s bio: https://www.internationalaffairs.org.au/about-us/our-people/allan-gyngell/ Darren’s bio: https://researchers.anu.edu.au/researchers/lim-dj We thank the people who helped make this possible, in particular AIIA interns Stephanie Rowell our research assistant and Mani Bovell our audio engineer, Martyn Pearce and Maya Bhandari of the Crawford School for technical support, Rory Stenning for composing our theme music and AIIA CEO Melissa Conley-Tyler for her hard work behind the scenes to help make this happen.
Children are making the news in harrowing ways. As the international community commemorated World Refugee Day last month, images of kids in cages under Trump’s immigration policy went viral around the world. This week also marks five years of mandatory detention in Pacific islands for refugees who came to Australia by boat – including more than 100 children who remain on Nauru. In a world on the move, how do we ensure our policies don’t sacrifice child protection for border protection? Where do we draw the line between childhood and adulthood? And what does it mean for children to get the most out of life? On this week’s podcast, Maya Bhandari puts these questions to Paul Ronalds, CEO of Save the Children Australia. Paul Ronalds is CEO of Save the Children and former First Assistant Secretary for the Office of Work and Family in the Australian Department of Prime Minister and Cabinet. Show notes: The following podcasts were referred to in this episode: Diving into diversity: Simplecast Policy Forum Pod is available on iTunes, Stitcher, and wherever you get your podcasts. We’d love to hear your feedback for this podcast series! Send in your questions, comments, or suggestions for future episodes to podcast@policyforum.net. You can also Tweet us @APPSPolicyForum or find us on Facebook. See acast.com/privacy for privacy and opt-out information.
How do we create more diversity in the workplace? On this episode of Policy Forum Pod, we discuss the ins and outs of equality and inclusion by taking a look at policy implementation in the public sector. It seems like diversity and inclusion are words being thrown around more and more often. Both the private and public sectors want to claim that they are doing everything they can to ensure that there is diversity in the workplace. But are we doing enough? Will there be a time when we no longer need policy advisors for diversity and inclusion? On this week’s pod, Maya Bhandari talks to three remarkable women who provide some unique insights into how policies for diversity and inclusivity are being implemented in the public sector. Samantha Freebairn is a Pilot and Squadron Leader of the Royal Australian Air Force and Gender Advisor for Defence. Leah Finnigan is a Diversity and Inclusion Policy Advisor with the Australian Public Service Commission. Dr Tushara Wickramariyaratne is a clinical psychologist and Fellow at the Churchill Trust. Show notes: The following podcasts were referred to in this episode: Looking back, looking forward: iTunes / Stitcher / TuneIn / Simplecast The National Security Podcast: iTunes / TuneIn / Simplecast Policy Forum Pod is available on iTunes, Stitcher, and wherever you get your podcasts. We’d love to hear your feedback for this podcast series! Send in your questions, comments, or suggestions for future episodes to podcast@policyforum.net. You can also Tweet us @APPSPolicyForum or find us on Facebook. See acast.com/privacy for privacy and opt-out information.
It’s the football and international relations podcast you’ve been waiting for. With the World Cup kicking off this weekend, we bring together three Russia experts to commentate on the world game, Putin and politics. Elizabeth Buchanan, Matthew Sussex, and Olga Krasnyak chat to Policy Forum’s Maya Bhandari about reputation and legitimacy, energy markets and football sponsorships, soft power and Asia-Pacific pivots, and what a post-Putin Russia might look like. Associate Professor Matthew Sussex is the Academic Director at the National Security College. His main research specialisation is on Russian foreign and security policy. Dr Elizabeth Buchanan is a Europa Visiting Fellow at the ANU Centre for European Studies, specialising in Russian foreign energy strategy, with a specific research interest in Russian polar strategy. Dr Olga Krasnyak is a lecturer in International Studies at Underwood International College, Yonsei Univesity, Republic of Korea. Shownotes The following pieces were referred to or informed the discussion in this episode: Russia is flexing its sports sponsorship muscles by Simon Chadwick Will there be a World Cup boycott? by Simon Chadwick Football, oil, and roads to influence by Simon Chadwick Can China’s companies be World Cup winners? by Simon Chadwick Can FIFA reform itself? by Martin Painter How to win a presidential election, Russian style by Matthew Sussex Putin 4.0 by Matthew Sussex Podcast: Who run the world? with Nip Wijewickrema, Ashleigh Streeter-Jones and Caitlin Figueiredo Rapid Round-up: Trump-Kim Summit Love, Canberra Podcast with Evana Ho and Nip Wijewickrema Policy Forum Pod is available on Spotify, iTunes, Stitcher, and wherever you get your podcasts. We’d love to hear your feedback for this podcast series! Send in your questions, comments, or suggestions for future episodes to podcast@policyforum.net. You can also Tweet us @APPSPolicyForum or find us on Facebook. See acast.com/privacy for privacy and opt-out information.