Lundgreens Capital | UK

Latest Episodes
Dancing through the ‘cha-cha’ noise in the Philippines
Charter change means going through Congress and holding a national plebiscite to relax a blanket statement in the national charter that currently constricts foreign capital in certain industries like mining, media, and agriculture. Talks to amend the 1987
Developments on Green Energy
This is Lundgreen’s Investor Insights’ new podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. For this episode, our founding CEO, Peter Lundgreen, talks about green energy as a megatrend
Lula’s call on rate cuts slow Brazil’s GDP
Brazilian President Luiz Inacio Lula da Silva has been attacking the independence and autonomy of the Banco Central do Brasil (BCB) amid the persistently high inflation. Lula said the current level of Brazil’s key policy rate at 13.75 percent was too high
ChatGPT leads to a regular AI boom in China
A lively discussion about artificial intelligence has flourished again, including the future of artificial intelligence (AI). The reason is, of course, the launch of ChatGPT in November last year, where the dream is that it can produce the text that you w
Another nudge down for the French economy
Officially, France had a lucky day on Friday, 28th April. They were helped by the classic trick in communications, namely that bad news is best announced late on a Friday when everyone is in a hurry towards the weekend. On that day, France’s credit
The Return of the Emerging Markets
This is Lundgreen’s Investor Insights’ new podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. This episode, founding CEO Peter Lundgreen picks up from where we left off and talks about 20
One Easter egg for the German economy
On the Wednesday before Easter, there came an Easter egg in the basket for the German economy. In February, the factory orders jumped to a 4.8 percent growth compared to January, as graph one shows. This was much higher than the expected increase of 0.3 p
Higher rates and liquidity shortage
If one imagines a huge dam, the water in the agitated lake is typically completely calm, but one can still imagine the destructive forces that will be unleashed if the dam breaks. If you are below the dam in the gorge or the valley, the impression becomes
Klaas Knot’s “double down” on rates
My expectation for the council meeting on 16th March in the European Central Bank (ECB) is clear that the central bank will raise interest rates by 50 basis points, but it will not be a surprise either. If one listens to the statements of various members
Looking Back at 2022 and Moving Forward to 2023
Welcome to Lundgreen’s Investor Insights’ new podcast where we talk about the whys and hows on our views of the global financial markets in light of today’s trends. To commemorate this inaugural episode, our host is joined by none other than P