Listen to Andrew’s latest global economic update where he details the impact of the Federal Reserve and Treasury's $185 billion liquidity injection on the U.S. financial system and the disruption caused by the oil price increase. He covers the potential underestimation of this impact on markets, the challenges posed by private credit issues and, despite this, the potential for lower short-term rates. In the second half Andrew discusses the importance of China's capital outflows and the potential for a global financial crisis if China revalues its currency.

Welcome to Turning Points, Clearway Capital Solutions’ podcast series, where we talk to leading investment managers, general partners and thought leaders about the evolution of their markets, and how they are responding to these changes.

Clearway Capital Solutions is an independent and privately owned company, providing business development and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants. The Turning Points podcast series provides listeners with direct access to the insights of our partners.

Episode description

Today we are joined by global economist, Andrew Hunt of Andrew Hunt Economics, an independent firm based in the UK which provides macro-economic analysis for select clients in both the financial and commercial sectors. Prior to founding Andrew Hunt Economics in 2001, Andrew spent over 12 years in Europe and Asia as a chief economist advising both the board and asset management divisions of the Dresdner Bank Group and the equity asset management division of the Allianz Group. Andrew was recently appointed as economic advisor to Clearway Capital Solutions and has worked with members of the Clearway Capital team since the late 1990s.

The podcast approximately 25 minutes in length and covers the following topics:

1. Liquidity Surge vs Geopolitical Shock (00:42 – 03:01)

2. Why Markets Are Resilient (03:01 – 05:31)

3. Private Credit Risks & Corporate Stress (05:31 – 09:11)

4. China’s Dual Role: Exporting Deflation & Inflation (10:38 – 12:44)

5. China’s Internal Crisis & Capital Repatriation Risk (15:03 – 19:45)

6. Biggest Tail Risk: China & Global Financial Shock (20:47 – 25:00)

Clearway Capital Solutions

Established in 2008, Clearway Capital Solutions is an independent and privately owned company, providing business development, placement and capital advisory services to investment managers in alternative and traditional asset classes, who are seeking to engage with Australian and New Zealand investors and their consultants.

This podcast is for educational and illustrative purposes only and does not constitute, and should not be relied upon as, financial advice. The podcast will be provided5 to listeners on the basis that they are either Wholesale, Professional or Sophisticated investors only, within the meaning of the relevant sections of the Corporations Act.

For more information on Clearway Capital Solutions please contact us on: www.clearwaycapital.com.au