Shows
The Afternoon Update with Lynlee FooMoney in the Market: Are we being too optimistic about how soon interest rate cuts will come?Market watchers are raising their bets for more interest rate cuts from global central banks. They even expect them to kick in early 2024. In fact, the question about rate cuts has changed from whether they will to a matter of when they will. But some policymakers are saying rate cut bets are premature,and markets have eased too much. So is it all over? Or are we being too optimistic? On Money in the Market, Hongbin Jeong speaks to Shamik Dhar, Chief Economist, BNY Mellon Investment Management to find out more. See omnystudio.com/listener for privacy in...2023-12-1911 min
The LIFT Mindset12. July investment update with special guest Shamik DharWe have Dan Thompson (Head of LIFT-Invest) joined by Shamik Dhar, Chief Economist of Bank of New York Mellon Investment Management. They discuss macroeconomic events, expectations across different countries and how economic factors could influence markets in the second half of the year.
This podcast does not constitute as advice. The value of investments may go down as well as up.
2023-07-2023 min
The Art of InvestmentGeopolitics, Inflation and Shane Warne with Shamik Dhar, Chief Economist of BNY Mellon Investment ManagementThis week we were fortunate enough to draw on the experience of Shamik Dhar, Chief Economist of BNY Mellon Investment Management. Shamik has had a fascinating career having worked in the UK’s Foreign Office advising ministers on issues such as Brexit and he was also Senior Economist within the Bank of England where he worked closely with the hugely influential Mervyn King. In this episode we discuss the horrendous war in the Ukraine, what this means for the world economy moving forwards, China’s future economic relationship with the West, the global inflation problem, inverted yield curves and much...2022-04-1431 min
The First Wealth PodcastStaying On Top of Covid’s Economic Impact with Chief Economist at BNY Mellon, Shamik Dhar #S1E8Covid has presented an unparalleled challenge to our economy, and with the uncertainty surrounding our fiscal future it’s high time to prepare your business to ride the wave and come out on top.Who better to gaze into the crystal ball and help shine a light on how to move forward than Shamik Dhar, Chief Economist at BNY Mellon. Shamik breaks down what might happen moving forwards as a result of Covid, and whether we’ve anything to learn from previous crises.This episode covers:Similarities and differences between responses to Covid & the 2008 econ...2020-06-1542 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: The Economic Implications of Coronavirus - Shamik Dhar, BNY MellonIn this podcast, Shamik Dhar, Chief Economist at BNY Mellon IM outlines the potential broad economic implications of the unfolding Coronavirus crisis. Within the context of this unfolding "human tragedy", Shamik considers the buy- and sell-side effects of this shock, outlines the efficacy of policy responses and assesses the potential impact the crisis might have on long-established economic theories and relationships. Running Order Run Time Topic 00:20 How do you go about interpreting this complex human crisis in economic terms? 02:19 How do economic shocks such as this manifest themselves over different periods of t...2020-03-1716 min
FTAdviser PodcastWhat the general election means for investmentsYesterday, the UK headed to the polls in a momentous election set to decide the course of the country over the next five years.Voters overwhelmingly backed the Conservative party, which is up nearly 50 seats, and its leader Boris Johnson will now govern with a majority of at least 78 MPs in the House of Commons.In the manifesto, the Tories pledged to find a social care solution, tackle pension tax issues and up the national insurance threshold to help lower earners, but what does a Conservative majority mean for investors and the markets?2019-12-1325 min
Lipper Alpha Insight - Fund Manager ChatLipper Alpha Expert Forum 2018: Macroeconomic Panel–A View to 2019How should investors position their portfolios for 2019? In this video from the Lipper Alpha Expert Forum 2018, a panel of high profile economists and investment strategists assessed the key macroeconomic influences of 2018. They then summarised the material issues that investors might consider as we move into 2019. The key points include: The outlook for inflation and global growth The effects of quantitative tightening and interest rate policy Regional opportunities in equities and bonds Potential macroeconomic risks and headwinds Summary of geopolitical risks The panellists are Shamik Dhar, Chief Economist at BNY Mellon Investment Management; Andrew Milligan, Head o...2018-12-3146 min
Lipper Alpha Insight - Fund Manager ChatFund Manager Chat: Macroeconomic Outlook 2019, Shamik Dhar, Chief Economist–BNY Mellon IMIn this podcast, Shamik Dhar, Chief Economist at BNY Mellon IM provides a summary of the macroeconomic issues he considers most material in 2018 and discusses how this is formulating his views as we move into 2019. Shamik also outlines some of the key issues and risks investors might consider in the New Year. Running Order Run Time Topic 00:20 What is your economic assessment of 2018 so far? 00:50 What do you see as the potential materially influential economic factors for 2019? 01:55 Where are we in the economic cycle? Are we "late cycle"? 02:50 Where do investment opportunities lie? 04:00 What...2018-11-2606 min