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If there’s one thing that’s certain about the pandemic, it’s uncertainty. So how do economists and investors make forecasts in this environment? Our latest episode of Macro Matters explains why drifting into epidemiology has become an occupational hazard when it comes to forecasting the macro-economy and markets.

Holly Mackay, founder/Managing Director of Boring Money, talks about her passion for turning financial gobbledygook into real speak. In particular, when it comes to Sustainable Investing, the need for good stories and, most importantly, putting the consumer first.

Biden’s bold fiscal stimulus proposal has sparked a wider debate in the investment community about the limits of fiscal policy. Should we worry about governments running large deficits and building up huge debt loads? Or are the costs of doing too little greater than doing too much?

In this episode, our host Paul Diggle is joined by fellow economists from the Aberdeen Standard Investments Research Institute, James McCann and Luke Bartholomew. Together they discuss the role of fiscal policy in the pandemic recovery, and whether economies risk having ‘too much of a good thing’.

Part 1 addresses why a country is not like a household in its debt carrying capacity, what that means for austerity versus fiscal stimulus, and whether debt-to-GDP limits are much larger than people think.

Part 2 turns our attention to the current debate over the size of fiscal stimulus in the US, the role of fiscal policy when central banks are so constrained, and what such huge stimulus measures mean for the inflation outlook.

Hear the latest perspectives from Aberdeen Standard Investments on everything that impacts the Municipal Bond space.

Hear the latest perspectives from Aberdeen Standard Investments on investment opportunities in the the small cap asset class.

How are EU institutions handling the Covid challenge and what are the prospects for EU recovery? With Draghi trying to form a new government in Italy, upcoming elections in Germany to decide who replaces Merkel, and a difficult vaccine rollout a potential source of euroscepticism, it's safe to say that 2021 has change in store for European politics.

It’s been just 3 months since our last spotlight on Europe episode, but in that time a lot has changed. This week on Macro Matters, our hosts Stephanie Kelly and Paul Diggle return our attention back to Europe and bring us up to speed on the recent economic and political developments impacting the EU.

Part 1 focuses on Europe’s handling of the covid crisis, covering vaccine roll out, fiscal policy and the role of the European Central Bank.

Part 2 covers both Germany and Italy, discussing the implications of Germany’s next chancellor and the task ahead for the Draghi government.

How is the green revolution making investment opportunities in emerging markets? In the fourth episode of our Emerging Market Equities Podcast, Mubashira Bukhari Khwaja joins Nick Robinson to discuss. Mubi specialises in emerging markets infrastructure. Having recently branched out to cover Chinese renewables, she shares how increased action on climate change helped to pique her interest in the sector.

This week on Macro Matters, our hosts Stephanie Kelly and Paul Diggle are joined once again by Robert Gilhooly, our in-house Senior Emerging Markets Research Economist. Together they discuss the political implications of the Covid vaccine rollout and what this means for foreign policy, UK-EU relations, and emerging markets.

What lies ahead for fixed income markets in 2021? Listen as the ASI Fixed Income Team discusses its views on the asset class and where the team sees opportunity.

In this podcast, Jeremy Lawson, Chief Economist and Head of ASI’s Research Institute, talks all things climate change. This includes ASI’s innovative, forward-looking climate scenario analysis tool, which is designed to help clients understand various climate scenarios and how these affect their portfolios.