The world’s stock markets have made a routine of breaking records, with the Nikkei 225, the S&P 500 and the Nasdaq all spending 2024’s first quarter soaring into uncharted territory.

Exuberance is abundant, but so are the risks. Are the world’s equity markets rising too far too fast? Is it time to revisit safe-haven assets? And is the classic 60/40 asset allocation model still relevant today?

From Paris, Jean-Charles Bertrand, Global Multi-Asset Chief Investment Officer at HSBC Asset Management joins co-hosts John Lee and Tom Corbett with his insights on the investment road ahead.

The world’s stock markets have made a routine of breaking records, with the Nikkei 225, the S&amp;P 500 and the Nasdaq all spending 2024’s first quarter soaring into uncharted territory.
Exuberance is abundant, but so are the risks. Are the world’s equity markets rising too far too fast? Is it time to revisit safe-haven assets? And is the classic 60/40 asset allocation model still relevant today?
From Paris, Jean-Charles Bertrand, Global Multi-Asset Chief Investment Officer at HSBC Asset Management joins co-hosts John Lee and Tom Corbett with his insights on the investment road ahead.

For all its vastness and power, Asia remains a mystery to global investors. Bloomberg Intelligence talks with the experts who know Asia best, unspooling its riddles and peeling back its layers with fascinating stories and insights at the intersection of business, wealth, and power. Investors will come away with new understanding of the risks and opportunities that await in a region rife with complexity, yet teeming with ambition and potential.

For all its vastness and power, Asia remains a mystery to global investors. Bloomberg Intelligence talks with the experts who know Asia best, unspooling its riddles and peeling back its layers with fascinating stories and insights at the intersection of business, wealth, and power. Investors will come away with new understanding of the risks and opportunities that await in a region rife with complexity, yet teeming with ambition and potential.

Asia Centric by Bloomberg Intelligence

Could Global Markets Be In an ‘Icarus Scenario’?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/70b22c2f-1618-4cd1-9e2c-b13e0087802f/transcript

Financial markets have been captivated by AI's opportunities since the launch of ChatGPT two years ago. Huge investments have flowed into established chip companies and the hyperscalers that make the infrastructure supporting AI – from Nvidia and TSMC to Alphabet, Microsoft and Amazon. But what about the frontier companies that could flourish as AI enters a new era? And why is Asia an ideal petri dish for this activity?

Esther Wong, founder of 3C AGI Partners, one of Asia's first AI-focused venture capital funds, and formerly a managing director at SenseTime, discusses the next phase of this technology and shares her outlook on the industry – data centers in space may not be as far-fetched as you think. She joins John Lee and Katia Dmitrieva on the Asia Centric podcast.

Financial markets have been captivated by AI's opportunities since the launch of ChatGPT two years ago. Huge investments have flowed into established chip companies and the hyperscalers that make the infrastructure supporting AI &ndash; from Nvidia and TSMC to Alphabet, Microsoft and Amazon. But what about the frontier companies that could flourish as AI enters a new era? And why is Asia an ideal petri dish for this activity?
Esther Wong, founder of 3C AGI Partners, one of Asia's first AI-focused venture capital funds, and formerly a managing director at SenseTime, discusses the next phase of this technology and shares her outlook on the industry &ndash; data centers in space may not be as far-fetched as you think. She joins John Lee and Katia Dmitrieva on the Asia Centric podcast.

Investing in Startups During the Era of AI 2.0

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/12a7969d-3bd6-4e62-9253-b25f008dd92f/transcript

South Korea's short-lived martial law and impeachment of President Yoon Suk Yeol has shocked the world and crushed confidence in Asia's fourth-largest economy. Even before these events, the country was suffering from sluggish economic growth combined with the worst-performing stock market and currency in the region throughout 2024. What's next for South Korea's political process and what will it take to revive its financial markets?

Hyosung Kwon, an economist at Bloomberg Economics in Seoul, joins John Lee and Katia Dmitrieva to discuss the political and economic risks that lie ahead for South Korea.

South Korea's short-lived martial law and impeachment of President Yoon Suk Yeol has shocked the world and crushed confidence in Asia's fourth-largest economy. Even before these events, the country was suffering from sluggish economic growth combined with the worst-performing stock market and currency in the region throughout 2024. What's next for South Korea's political process and what will it take to revive its financial markets?
Hyosung Kwon, an economist at Bloomberg Economics in Seoul, joins John Lee and Katia Dmitrieva to discuss the political and economic risks that lie ahead for South Korea.

What Impeachment Means for South Korea's Economy

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1e09bf9e-d8b0-4489-a0d7-b24a009a7aba/transcript

It's that time of year when we look to what the next 12 months have in store. Currencies are set to weaken against a strong dollar, so which ones may provide a degree of safety? Equities outperformed in 2024 but tariffs hang over trade-sensitive countries and the tech and AI sectors may have peaked. Where can investors find the most value? And geopolitical risk and a new US-China trade war have yet to be fully priced into the market, so what does that mean for credit?

Asia Centric convenes a panel of Bloomberg Intelligence analysts to preview 2025. Joining hosts John Lee and Katia Dmitrieva this week are Stephen Chiu, chief Asia FX and rates strategist, Marvin Chen, senior equity strategist, and senior credit strategist Timothy Tan.

It's that time of year when we look to what the next 12 months have in store. Currencies are set to weaken against a strong dollar, so which ones may provide a degree of safety? Equities outperformed in 2024 but tariffs hang over trade-sensitive countries and the tech and AI sectors may have peaked. Where can investors find the most value? And geopolitical risk and a new US-China trade war have yet to be fully priced into the market, so what does that mean for credit?
Asia Centric convenes a panel of Bloomberg Intelligence analysts to preview 2025. Joining hosts John Lee and Katia Dmitrieva this week are Stephen Chiu, chief Asia FX and rates strategist, Marvin Chen, senior equity strategist, and senior credit strategist Timothy Tan.

2025 Lookahead for Currencies, Stocks, Credit

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/cf712719-1cf8-4413-9bff-b24300ec05f0/transcript

Could Global Markets Be In an ‘Icarus Scenario’?

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