52. Research and Markets: “Key Developments in Emerging Markets, China and Russia/Ukraine”
21 Oct 22
Emerging Advisors Group
Jonathan Anderson
Jonathan Anderson
Partner
Jonathan is the former Global Emerging Market Economist at UBS Investment Bank, where he worked for nearly a decade. Jonathan has also worked at Goldman Sachs as well as the International Monetary Fund, where he served as Resident Representative in both China and Russia. He received his MA and PhD candidacy in economics at Harvard University, and speaks fluent Russian and Mandarin Chinese.
50. Research and Markets: "What is the Next Market Regime?
27 Sep 22
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
99. Global Asset Allocation in a Rapidly Evolving Digital Asset Landscape?
07 Aug 25
ABCG Research
Hamza Ghani
Hamza Ghani
Head of Crypto Research
Hamza is the Head of Crypto Research at ABCG Research.
37. “The Inflationary Implications of ESG and the Climate Transition – Some Considerations”, James Aitken, Aitken Advisors
15 Dec 21
Aitken Advisors
James Aitken
James Aitken
Founder
James founded macroeconomic consultancy Aitken Advisors LLP in 2009 after a lengthy sell side career advising risk-seeking institutional investors about financial system fault lines. Previously, James worked for UBS, AIG, JPMorgan and Macqaurie.
80. The US Economic, Political and Investment Outlook
28 Mar 24
ACG Analytics
David Metzner
David Metzner
Managing Partner
David is the founder and Managing Partner of ACG Analytics. David is deeply involved in the U.S. policy space on the Administration, Congressional and NGO levels. He has consulted for over 25 years on the federal nature of the American Government and the interplay between the states, Washington, DC, and foreign governments in the development of public policy. This has included participation in national debates about the regulation of the financial markets, intellectual property, foreign policy, the arts and public diplomacy. David is the founder of the Kissinger Institute in Washington DC.
"A Resurgent Japan and the Economic Outlook for East Asia”
04 Dec 25
East Asia Econ
Paul Cavey
Paul Cavey
Economist
For 25 years Paul has been an economist working on Asia, with a particular focus on China. Starting in 1997 he worked in the Asia team at the Economist Intelligence Unit, eventually becoming Chief China Economist, with a remit for economic and thematic research. Following that, he spent seven years at Macquarie Securities as the Head of China Economics, where the focus was on equity and commodity clients. Between 2012 and 2021 he was a Macro Strategist in a global fixed income team at Wellington Management, where he also led the firm’s macro analysis and forecasting efforts on China, Japan, and Korea.
While at Wellington, his work was internally-focused. Before that he would regularly speak to the media, had a weekly column in Caijing, and contributed opinion pieces to the Wall Street Journal, Financial Times and SCMP. After first spending a year in Henan in the mid-1990s, he has now spent two decades living in the region, in Taipei, Beijing, Hong Kong and Tokyo. He is now back living in Taiwan. He is fluent in Mandarin Chinese.
89. Asset Allocation to Survive an Exciting 2025
18 Nov 24
Topdown Charts
Callum Thomas
Callum Thomas
Founder & Head of Research
Callum is the founder and managing shareholder of Topdown Charts. His career background is in multi-asset investment management in New Zealand and Australia, with a focus on investment strategy and economics.