James Chu, Head of Investment Solutions at Tricio, discusses the 2023 outlook for USD/JPY, USD/CNY and other rates with Gerry Celaya, Tricio's Chief Strategist. We also look at Bank of Japan policy, Fed risk, CNY basket ideas and balloon-like, float different ideas up for discussion... 

James Chu, Head of Investment Solutions at Tricio, interviews Tricio's Chief Strategist, Gerry Celaya. We discuss our USD view for 2023, the recent Fed hike and employment report. We also discuss the pressures that the ECB will have to deal with this year and our EUR/USD view. The end of the Truss (short-lived) regime gave the GBP a respite and we talk about how we expect further GBP/USD strength. We also talk about currency hedged investments again, with the view that those asset holdings that benefited from a strong USD in 2022 may see the reverse in 2023. 

James Chu, Head of Investment Solutions at Tricio Investment Advisors, interviews Tricio's John Calverley, Chief Economist, and Gerry Celaya, Chief Strategist and our special guest Alan Luk, CEO and CIO of Winner Zone Asset Management. We all used to work at American Express Bank and it was great to catch up with Alan to hear a local HK view on the potential rebound in sentiment for Chinese equities and the impact on asset allocation for local and international investors. We discuss the exit from the zero-Covid policy, the property and tech sectors, key indices and currency risks and outlooks (CNY and HKD). Politics and economics are very much intertwined in China and the discussion was a lot of fun and interesting! 

Gerry Celaya, Chief Strategist, interviews John Calverley, Chief Economist, about inflation again. We catch up on the dip in US readings, while the UK continues to see inflation rising. We even talk about Eurozone inflation, Fed, BoE and ECB policy decisions and once again, what will quantitative tightening actually do.

James Chu, Head of Investment Solutions, interviews Gerry Celaya, Chief Strategist, on Japan's stock market, Bank of Japan policies and the Yen. Can the stock market hold up if the Yen actually starts to firm?

Gerry Celaya, Chief Strategist, interviews John Calverley, Chief Economist, on his inflation forecasts. John has been worried about rising inflation in the US and UK since late 2020 and gives insight into his thinking in this podcast. 

James Chu, Head of Investment Solutions, interviews Gerry Celaya, Chief Strategist, about the weak GBP. What would be the signs of a medium to long term recovery in the GBP, why is the GBP so weak and the risks of this weakness extending. We also discuss what UK and non-UK investors should consider given the current level of the GBP, remember, 'Currency Matters'! 

Tricio's Chief Economist, John Calverley, and James Chu, Head of Investment Solutions, are interviewed by Gerry Celaya, Chief Strategist, on the 60/40 portfolio and if it relevant in current market conditions.

James Chu, Tricio's Head of Investment Solutions, speaks with Gerry Celaya, Tricio's Chief Strategist, about structured products and barrier options. 

Tricio's Chief Strategist, Gerry Celaya, is interviewed by James Chu, Head of Investment Solutions, on why the GBP has been so weak lately. We talk about currency forecasting and the need for client diversification of risks. Whether to embrace currency risk, or not, is also discussed.