Jeff Grills

Jeff Grills, Head of U.S. Cross Markets and Emerging Markets Debt at Aegon Asset Management, explores the implications of recent Fed rate cuts on emerging markets and outlines expectations for future easing. Christina Woon, Portfolio Manager at Eastspring Investments, shares insights on Asian equities, particularly around the AI trade and opportunities in Korea. Both guests highlight the importance of selective investment strategies in the current market landscape, reflecting on the effects of a softer dollar and tight memory chip supply.

Joining the discussion are Jeff Grills, Head of EM Debt at Aegon Asset Management, who specializes in emerging markets, and David Boling, Director for Japan and Asia Trade at Eurasia Group, an expert in Japanese politics. They dive into the political risks impacting emerging markets and analyze which nations may benefit from lower U.S. interest rates. On Japan's upcoming leadership race, Boling discusses candidates' stances on inflation and potential shifts in economic policy, amid the backdrop of rising defense spending and fiscal constraints.

Shehzad Qazi, COO of China Beige Book International, discusses the impact of Trump's tariff policies on Asia's markets. He reveals insights into China's economic strength and the balancing act leaders must perform amidst trade tensions. Jeff Grills, Head of EM Debt at Aegon Asset Management, provides valuable analysis on the U.S. labor market, emphasizing its strength despite ongoing tariff issues. Together, they delve into the implications for inflation, monetary policy, and emerging markets, shedding light on the intricate economic landscape.