George Magnus – Think Piece

Published on
August 5th, 2015
Duration
55 minutes

George Magnus – Think Piece

Think Piece ·
Featuring George Magnus

Published on: August 5th, 2015 • Duration: 55 minutes

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.

Comments

  • TS
    Tim S.
    12 August 2015 @ 06:07
    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 August 2015 @ 12:10
    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 August 2015 @ 20:17
    Enjoyed his humble way of observing the world.
  • sa
    santosh a.
    6 August 2015 @ 04:36
    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 August 2015 @ 22:43
    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 August 2015 @ 22:28
    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 August 2015 @ 19:59
    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 August 2015 @ 17:32
    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 August 2015 @ 16:40
    The consensus Economic View, unfortunately without the evidence.