Bill Blain

Erik Townsend and Patrick Ceresna welcome Bill Blain to MacroVoices. Erik and Bill discuss:

  • Inflation outlook
  • Geopolitics and trade
  • Consequences and implications of inflation
  • China and BRICS alliance
  • “Virtuous Sovereign Trinity”
  • Artificial intelligence – where is it headed?
  • Portfolio construction

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Bill Blain is a published author on financial markets, contributor and editor of the Morning Porridge. He is a well-known market commentor, and a practicing investment banker in the alternative private debt and equity sector.

His day job combines his role as Strategist for Shard Capital, the leading investment management firm, and heading the firm’s Alternatives Group – financing Private debt and equity deals, and direct lending transactions. His clients include sovereign wealth funds, hedge funds, insurance and pension managers, credit funds and family offices.

Bill’s 36-year plus career in global markets is unique: it includes senior level roles as head of financial institutions and debt capital markets at leading investment firms plus spells as a financial market journalist – despite being dyslexic and utterly unable to spell. Firms on his CV include Morgan Stanley, Bear Stearns, HSBC and BGC.

He has been closely involved in the growth and development of the global fixed income markets since 1985, and pioneered complex financial products including corporate bonds, bank capital, medium term notes, asset-backed securities and private debt and equity. Somewhere in his attic there is box full of industry awards for things like the most innovative ABS transaction, capital deal of the year, and top MTN firm…

Outside markets, Bill is a passionate sailor and ocean racer, a talentless painter, plays guitar badly, is still learning to play the bagpipes, and once built a train-set in his attic. He is a Trustee of Wessex Heartbeat, a charity that supports victims and the families of cardiac disease.