Kit Juckes – Think Piece

Published on
August 26th, 2015
Duration
24 minutes

Up Next

Related Videos

Is North Korea Going to War?
Think Piece ·

Is North Korea Going to War?

Saudi’s Evolving Market Potential
Think Piece ·

Saudi’s Evolving Market Potential

The End of Deflation
Think Piece ·

The End of Deflation

Understand Warnings to Stop Catastrophes
Think Piece ·

Understand Warnings to Stop Catastrophes

Downside Protection in US Credit Market
Think Piece ·

Downside Protection in US Credit Market

A Sharper Edge in Value Creation
Think Piece ·

A Sharper Edge in Value Creation

Forces Building Behind Le Pen
Think Piece ·

Forces Building Behind Le Pen

When Accounting Gets Creative
Think Piece ·

When Accounting Gets Creative

Looking Under the Hood – Australia
Think Piece ·

Looking Under the Hood – Australia

Banking Sector Primed for Growth
Think Piece ·

Banking Sector Primed for Growth

Seeking Value in European Distressed Assets
Think Piece ·

Seeking Value in European Distressed Assets

Taking the World’s Economic Pulse
Think Piece ·

Taking the World’s Economic Pulse

The Real State of Play in China
Think Piece ·

The Real State of Play in China

Portfolio Composition For Trumponomics – David Hay
Think Piece ·

Portfolio Composition For Trumponomics – David Hay

Value Investing in the Sweet Spot – William Smead
Think Piece ·

Value Investing in the Sweet Spot – William Smead

Breaking Down the Crude Market
Think Piece ·

Breaking Down the Crude Market

Misunderstood Dynamics of Natural Gas Market
Think Piece ·

Misunderstood Dynamics of Natural Gas Market

Restaurant Sales Slowdown Signals US Recession
Think Piece ·

Restaurant Sales Slowdown Signals US Recession

Macro Chartist Illuminates Recovery Stress Points
Think Piece ·

Macro Chartist Illuminates Recovery Stress Points

Risks Exposed in Financial Market Plumbing
Think Piece ·

Risks Exposed in Financial Market Plumbing
22

Kit Juckes – Think Piece

Think Piece ·
Featuring Kit Juckes

Published on: August 26th, 2015 • Duration: 24 minutes

Kit Juckes, Global Fixed Income Strategist at Societe Generale, speaks to Real Vision on the big elephants in the room, including the knock-on effects of the Chinese devaluation into other currency markets, the next chapter for Asia and the brittle U.K. economy, and central bank monetary policy acting as "oil over troubled water.

Comments

  • M.
    Milton ..
    3 September 2015 @ 20:47
    0 0
    True Expertise! Great interview
  • JD
    John D.
    1 September 2015 @ 19:08
    0 0
    Given his NZ / AU comments - here in Middle Earth we're in denial (especially about milk prices). We think it's just a blip and continue selling houses to each other at higher and higher prices ...
  • WM
    Will M.
    28 August 2015 @ 13:50
    7 0
    Agree this was more of a "thoughtful perspective" but the point of RV is to bring us a variety of views and outlooks. This was a good review of the investment climate from a seasoned professional.
  • TS
    Thomas S.
    28 August 2015 @ 11:10
    4 0
    Old guys like Juckes who have been around the block a few times are always worth listening to. Hope we see Juckes on RV more.
  • AA
    ALI A.
    27 August 2015 @ 15:09
    3 0
    Last 10 minutes are worth watching - the first part is more like market commentary/summary
  • SJ
    Suzanne J.
    27 August 2015 @ 03:34
    5 0
    Another fine commentary. Noticing the confluence of minds in all things. Very pleasing in that regard. Thanks again.
  • jp
    john p.
    26 August 2015 @ 19:21
    1 0
    excellent comments, currency, emerging etc
  • GT
    Graham T.
    26 August 2015 @ 17:45
    5 0
    Worried that it was just going to be a history lesson but 18 minutes in and the analysis becomes more interesting.

Chapters

  1. 00:00:00
    Global Market Perspective
  2. 00:04:17
    Volatility & EU
  3. 00:08:57
    Currencies
  4. 00:13:12
    Asian Outlook
  5. 00:15:27
    UK
  6. 00:18:07
    Fixed Income
  7. 00:20:52
    Trade Ideas