George Magnus – Think Piece

Featuring George Magnus

George Magnus, senior independent economic advisor, UBS, and Associate at The China Centre, Oxford University, takes us on a detailed journey through the economies of the world in this week’s Think Piece, discussing the consequences of a regime change to U.S. monetary policy, Asian currency markets, and identifying some potential investment bright spots for the next few years.

Published on
5 August, 2015
Topic
US Economy, Global Outlook, Politics
Duration
55 minutes
Asset class
Currencies, Equities
Rating
52

Comments

  • TS

    Tim S.

    12 8 2015 06:07

    0       0

    Totally wrong on China and the yuan. That's been a hotly debated one admittedly. Given they have now begun devaluing I wonder how he sees it evolving from here?

  • KE

    Kenan E.

    11 8 2015 12:10

    0       0

    Nice that there are still people who are positiv on the US. THERE HAVE TO BE ENOUGH PEOPLE on the other side of the "trade". Just BELIEVE :-)

  • A

    Aaron .

    6 8 2015 20:17

    3       0

    Enjoyed his humble way of observing the world.

  • sa

    santosh a.

    6 8 2015 04:36

    1       1

    20% of S&P companies already 20% below their highs. Many techs with weak 2H forecasts. US stocks and economy could roll over. Fed wont raise rates. QE instead. What happens to USD in currency war?

  • MC

    Michael C.

    5 8 2015 22:43

    2       0

    Covered a wide range of subject areas in an engaging manner and was a tad more optimistic than many recent speakers. He gets my vote.

  • KD

    Kevin D.

    5 8 2015 22:28

    0       4

    Was he just talking to a camera? No reflection in the window of another person, and he was much less engaging than I have seen him before. Seems like poor format did a disservice to him (and us)

  • MM

    Milly M.

    5 8 2015 19:59

    5       0

    What a legend! Always wanted to hear him in a thorough conversation. I found some of his EM and World Trade comments really thought provoking. Thank you for this interview!

  • PH

    Philip H.

    5 8 2015 17:32

    4       0

    A bit ho-hum I'm afraid. All he needed to do was extrapolate from his belief in a strong USD and the rest falls into place from there. Fall being the operative word.

  • GT

    Graham T.

    5 8 2015 16:40

    9       0

    The consensus Economic View, unfortunately without the evidence.