Video Interviews

Mar 2024: The Fed and The BOJ

Our CIO, Ashvin Murthy was invited to the Bloomberg studio on 11th March to share his views about the Fed, the BOJ and how he sees things playing out over the next few months.

Jan 2024: The Road Ahead for the Chinese Economy

Our CIO, Ashvin Murthy was invited to CNA’s Asia First on 25th January to discuss his views on the Chinese market. He spoke about the implications of the recently announced fiscal measures on the stock market and sentiment, and his thoughts on the road ahead for China.

Dec 2023: The US Economy and Fed Policy in 2024

Our CIO, Ashvin Murthy, was invited to Channel News Asia’s Asia First morning show. Ashvin spoke about the likelihood of a soft landing in the US, his expectations on when the Fed would start cutting interest rates, and how this may impact fixed income and equity markets in 2024.

Nov 2023: The Pivot by Central Banks and QE in China

Our CIO, Ashvin Murthy, was invited back to the Bloomberg TV studio where he talked about the Fed, equity markets and the Chinese economy.

Sep 2023: The End of the Rate Hike Cycle, Slowing Growth and Japan

Our CIO, Ashvin Murthy, was invited to share his views about the markets with Bloomberg TV. Ashvin talked about the end of the rate hike cycle, slowing growth and Japan.

Aug 2023: The Fed, the US Dollar and China

Our CIO, Ashvin Murthy, was invited to share his views about the markets with Bloomberg TV. Ashvin discussed the Fed, the US Dollar and China.

Jun 2023: China, BOJ, European equities and the Dollar

Our CIO, Ashvin Murthy, was invited to share his views about the markets with Bloomberg TV. Ashvin discussed China, the BOJ, European equities and the Dollar.

May 2023: Fed Policy, the Debt Ceiling and the Regional Banking Crisis

Our CIO, Ashvin Murthy, was invited to share his views about the markets with Bloomberg TV. Ashvin talked about the Fed’s rate hikes, the regional banking situation in the US and the debt ceiling debate.

Nov 2021: Quickfire Interview With HFM Connect

Right after AVM’s win as best Macro Hedge Fund at the HFM Asia Performance Awards 2021 on 11th November, Ashvin spoke with Sam Patmore from With Intelligence. They discussed how AVM managed to stand out in a year that was exceptionally difficult for many of its peers, and ended with what Ashvin saw as the main risks in 2022.

Mar 2021: Transitioning Into a New Regime in 2021

AVM’s Founder and CIO, Ashvin Murthy, was invited back for a chat with Saxo Bank’s Macro Strategist, Kay Van-Petersen. They talked about markets, the Fed, fiscal policy and how AVM sees 2021 playing out.

Oct 2020: AVM’s Vision, Investment Philosophy and the Diverse World of Hedge Funds

Watch AVM’s Founder and CIO Ashvin Murthy in conversation with Saxo Bank’s Global Macro Strategist Kay Van-Petersen as they discuss markets, asset allocation, trade construction and macro regimes.