Research and Markets: “What is the Next Market Regime?”, JP Smith, IRF

The IRF is excited to announce a new podcast series titled ‘Research and Markets’ hosted by JP Smith, an experienced market practitioner as former Head of EM Equity at Pictet and Sell-Side Strategist at Deutsche. ----more----This podcast aims to provide greater awareness around the IRF's Independent Research Providers by generating topical and relevant content. JP highlights research and draws on material from publicly available news sources, social media, and other podcasts to monitor the shifting debates and narratives that move markets. The focus will be on medium and long term thematic issues rather than day to day trading. In this first Research and Markets podcast JP draws on some of the IRF’s best-in-class Research Providers to ask whether financial markets are about to undergo another major transition. He notes the increasing tendency of markets to overshoot given the dominance of momentum investors. JP examines three main themes, namely US inflation, the Russia/Ukraine conflict and the slowdown in the Chinese economy, to evaluate the possibilities of an end to the flight to the USD and the prospects for longer duration US bonds to perform well at the expense of global equity markets.