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Lipper Alpha Insight - Fund Manager Chat


Mar 17, 2020

In 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 time?
05:20 What are your views on the monetary and fiscal policy responses from governments and central banks to the crisis so far?
07:30 Does this crisis have the ability to change long-established economic norms and geographic relationships?
12:12 What are some of the key economic factors which are still important but being swamped by the news around this crisis? Are there any remaining positives at the moment?
   

 

Shamik is chatting with Jake Moeller, remotely on March 16, 2020.

 

About Shamik Dhar

[caption id="attachment_78811" align="alignleft" width="225"] Shamik Dhar, BNY Mellon IM.[/caption]

Shamik Dhar is the Chief Economist at BNY Mellon IM and acts as the primary spokesperson for BNY Mellon IM on matters relating to global macroeconomics, geopolitics and capital markets.

Shamik most recently served as Chief Economist and Director for Economics for the United Kingdom’s Foreign and Commonwealth Office from 2014. He has 30 years of experience as an economist, advising investors and governments on market activity, trends and economic indicators.

He started in the UK Treasury in the late 1980s, moving on in the 1990s to Oxford Economic Forecasting and the Bank of England. In 2000, he moved to Morley Fund Management, then in 2004 co-founded Fathom Consulting, a leading economics consultancy, before moving back into asset management with Aviva Investors in 2009.


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Disclaimer: 
This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.