In this podcast, Rosie French discusses her life as an ESG analyst on the European equity team. Topics of note include how and why European companies are leading the way in building a fairer, more sustainable world. In particular, when it comes to the vital topic of diversity and inclusion. Rosie also looks to the future and argues why she thinks the role of ESG analyst will one day be a thing of the past.

This week our hosts Stephanie Kelly and Paul Diggle are joined by a guest all the way from Berkeley in the US – the renowned Barry Eichengreen.

Professor of Economics and Political Science at the University of California, and author of many prominent publications, Barry joins us as an expert on the topic of Populism.

Part 1 begins by touching on themes from Barry’s published works and explains the key drivers of populism and its impact on economic growth. Diving into the pandemic, the discussion turns to Covid’s unequal economic impact whilst also covering the US Election and the challenges being faced in Eastern Europe.

In Part 2, Steph and Paul discuss examples of populism in action today, what it means for investors and what we can expect going forward.

How is innovation shaping investment opportunities in Latin America? Trends such as digitalisation are strengthening in the region, while both start-up and fintech companies are growing in number. Eduardo Figueiredo, head of ASI’s São Paulo office, and Osamu Yamagata from our emerging market equities team join Nick Robinson to investigate. Hear their thoughts on these issues and more in this second episode of our Emerging Markets Equities podcast.

Our latest Macro Matters podcast welcomes Bloomberg’s Chief Economist, Tom Orlik, to discuss China and the widespread prediction that it's a bubble about to burst. Is the Chinese economy really on the cusp of collapse? Or have doom-mongers been getting it wrong?

This week Will Goodhart, erstwhile journalist and now Chief Executive of the UK’s CFA, talks us through his fascinating responsible investment journey. This includes the CFA’s work to help investors understand ESG to the urgent need to view climate change from an investment perspective. He also discusses the exciting work he’s doing as part of the Impact Investing Institute.

Our latest Macro Matters podcast turns our attention to Europe. What does a Biden win mean for Brexit, and what is the future of Europe after Angela Merkel steps down next year?

Join us for the first episode of our Emerging Market Equities Podcast, where we look at the who, what, where, when, and why of investment opportunities in the region. This week, Adam Montanaro, Pruksa Iamthongthong, and David Smith talk to Nick Robinson about Chinese technology. How has the sector evolved from its infancy to become a powerhouse of emerging markets? How does increased internet connectivity tie in with the increase in Chinese consumption? What are the building blocks of 5G, and how will it influence the future of technology in China? Listen here to find out more.

In a far-reaching interview, Sam Lamb, senior fund manager and head of ESG for fixed income, discusses everything from green financing to the importance of timing risk. Sam also argues we have to have an honest conversation about what we as investors can realistically achieve if we are all to reach our ESG goals.

Welcome to Macro Matters, and as the dust begins to settle after a huge turn-out both on and before polling-day in the US, Senior Political Economist Stephanie Kelly and Senior Economist Paul Diggle invite Chief Economist, Jeremy Lawson, back on to the show to take stock of the standings as they unfold. What are the early indicators? What happens next? And how are the markets responding so far?

A note on timing: we recorded the podcast at 11.00 UK GMT and 06.00 Washington DC time on November 4th 2020.

Welcome to Macro Matters, and as the US Election race enters its final week before the big day in November, there could only really be one topic of conversation: who is in the lead, and what do the different possible outcomes mean for the markets and for investors?