Prakash Kannan, Chief Economist and Director of the Economics & Investment Strategy department at GIC, returns to Kopi Time to talk about evolving macro developments and implications for asset allocation. We cover it all in this discussion, from Fed outlook to EM resiliency, global liquidity to China policy, yen carry trade to gold, and how a portfolio suitable for the past decade is unlikely to bear similar fruit going forward. Lots of insights.

<p>Prakash Kannan, Chief Economist and Director of the Economics &amp; Investment Strategy department at GIC, returns to Kopi Time to talk about evolving macro developments and implications for asset allocation. We cover it all in this discussion, from Fed outlook to EM resiliency, global liquidity to China policy, yen carry trade to gold, and how a portfolio suitable for the past decade is unlikely to bear similar fruit going forward. Lots of insights.</p>

Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.

<p>Kopi time is a podcast series on insights from markets and economies around the world, hosted by Taimur Baig, Ph.D., Chief Economist of DBS Bank Ltd.</p>

Kopi Time podcast with Taimur Baig

DBS Economics & Strategy

Kopi Time E132 - GIC’s Prakash Kannan on Global Macro and Asset Allocation

https://api.omny.fm/orgs/f6ad7490-363d-4f1f-8948-abf300412a6f/clips/1ded4cbd-8e3b-4826-b58b-b1dc009e2734/transcript

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