148: Greed & Fear! What to Own, What to Avoid and Are We Wrong About China? With Chris Wood, Global Head of Equity Strategy, Jefferies (Hong Kong)
Money Maze Podcast25 Heinä 2024

148: Greed & Fear! What to Own, What to Avoid and Are We Wrong About China? With Chris Wood, Global Head of Equity Strategy, Jefferies (Hong Kong)

If you write a widely followed weekly piece for nearly 30 years, assessing investment risks & rewards, geopolitical implications, and extracting signals from noise, you need experience, good instincts, market nous, and the ability to talk to the right people.

The weekly piece in question is GREED & FEAR, and its author, our guest Christopher Wood, Global Head of Equity Strategy for Jefferies, in Hong Kong.

He has been ranked No. 1 Equity Strategist in the Asia Money Polls 18 times since 1996, and prior to that worked for The Economist between 1984 to 1994, during which period he was both the New York and Tokyo Bureau Chief.

We begin with Chris’s interpretation of China’s ambitions and appetite, where he explains why he sees China as less set on making territorial gains. He discusses the tectonic shifts underway which he describes as “as great as the collapse of the Soviet Union in 1991… and which are driving global military spending to record highs.”

He also covers Japan, the Yen & bond yields, widening the discussion to explain why he wants to avoid all G7 Government bonds.

He goes on to explain why he thinks good quality US Corporates will trade with lower yields than US Government bonds as their risk is lower.

He assesses the opportunity in EM debt, and their greater adherence to orthodox monetary policy. He also explains how both gold and bitcoin feature in his long term endowment portfolio. Recorded in June 2024.

​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors and the World Gold Council.

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181: Wisdom From the Battle Hardened: Timeless Life & Career Insights from Top Global Executives

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180: “News of Our Demise Has Been Greatly Exaggerated.”  Why the City of London Remains a Globally Potent Force - With Sir Alastair King, Lord Mayor of the City of London

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Has the demise of London's leading financial services been "greatly exaggerated", and does the underlying evidence tell a very different story? In this interview, held at Mansion House in the histori...

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179: Unlocking Global Real Estate Opportunities: Perspectives on Risks & Returns (With Brian Kingston, CEO of Brookfield Real Estate)

179: Unlocking Global Real Estate Opportunities: Perspectives on Risks & Returns (With Brian Kingston, CEO of Brookfield Real Estate)

Economist John Stuart Mill observed that “landlords grow rich in their sleep". Yet, as evidenced by the failure over the years of many real estate businesses, success is also highly dependent on entry...

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178: The Silk Roads: A Decade On - Peter Frankopan, Professor of Global History at Oxford, on the Changing World Order

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Peter Frankopan is a Professor of Global History at Oxford, and author of The Silk Roads. His work has been both profound and enduring, with the book being translated into more than 45 languages and ...

3 Heinä 20251h 15min

177: The Courtship of Investment Allocators & Managers: Inside iConnections - With Ron Biscardi

177: The Courtship of Investment Allocators & Managers: Inside iConnections - With Ron Biscardi

If you are an asset allocator, what is the most effective way to widen your lens on identifying potential investment managers? And if you are an investment manager, how can you be more effective in me...

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176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures

176: Beyond the Silk Roads: Middle Eastern Venture Investing - With Noor Sweid, Founder and Managing Partner of Global Ventures

Today we welcome one of the Middle East’s most successful angel investors and venture capitalists, listed in 'FORBES 100 Most Powerful Business Women 2025'. Noor Sweid explains her journey, from ear...

5 Kesä 202549min

175: "The Consultant’s Edge" - Are Investment Consultants Indispensable? With Michael Manning, CEO of NEPC

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From the 1950s onwards, the foundations of investment consulting were laid, as pension funds and institutional investors sought professional guidance on asset allocation and portfolio management.  T...

22 Touko 202549min

174: Money Maze Podcast Corporate Trailer

174: Money Maze Podcast Corporate Trailer

Through direct, entertaining & insightful interviews with masters of the real life money maze, we hope to learn about different approaches to allocating capital, making business decisions and navigati...

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