Turning Points interviews Andrew Hunt from Andrew Hunt Economics

Listen to how Andrew examines regional resilience and weaknesses to global capital flows, the US debt trap, rising inflation and the fragility of private credit.  Andrew also discusses the ECB’s push to prioritise sovereign stability over inflation control and how quantitative easing in China risks monetary instability, whilst its sustained capital flight continues to drive property inflation in Australia and NZ.

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, 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. The Turning Points podcast series provides listeners with direct access to the insights of our partners.

Episode description

Today we are joined again 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 is economic advisor to Clearway Capital Solutions and has worked with members of the Clearway Capital team since the late 1990s. 

The podcast is approximately 27 minutes in length and covers the following topics:

1. Introduction & political/economic conditions in the Northern hemisphere (00:50 – 04:30)
2. Why markets remain resilient (04:34 – 06:45)
3. Europe’s stealth QE (06:45 – 09:30)
4. The US debt trap & interest-rate outlook (09:30 – 20:15)
5. Europe & sovereign risk (20:19 – 23:20)
6. China’s liquidity cycle & risks (23:20 – 26:50) 
7. What’s next for 2025 (26:48 – 27:29) 

The host for this episode is Michael Negline, Director from Clearway Capital Solutions. 

For more information on Andrew Hunt Economics please contact Clearway Capital Solutions: https://lnkd.in/eXvVdKmW 

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 provided 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