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Global Industry

Global Industry Services Presentations

Global Macro and Industrial Conference, Frankfurt4 June 2010
Introduction (John Walker)
Where is the economy going? (Andrea Boltho)
Europe and Germany: consequences of the debt crisis (Marie Diron)
Industrial overview: Which sectors will emerging markets dominate? (Rhys Herbert)
 
Global Industrial Online presentations, June 20103 June 2010
Motor Vehicles and Electronics (Keith Edmonds)
Construction (Doug Godden)
Metals and Chemicals (David Thomas and Kiran Ahmed)
Investment Goods (Joshua Nava)
 
UK Industrial & Regional Conference, London23 February 2010
UK Macro Overview: Out of recession but not out of the woods (Andrew Goodwin)
Construction: Prospects for recovery and medium-term challenges (Neil Blake)
Recovery- all sectors arent equal (Rhys Herbert)
Regional labour markets - a slow recovery for most? (Neil Gibson)
 
Global Industry Conference, London26 November 2009
Investment Goods – Last to recover again? (Joshua Nava)
Chemicals, Is the recovery sustainable? (Dave Thomas)
Metals and intermediate goods – can they keep up the momentum? (Kiran Ahmed)
Cars & consumer goods: Looking beyond the recession’s short-term impact (Keith Edmonds)
Construction – Emerging markets to lead the way? (Doug Godden)
 
Global Macro Economics, Emerging Markets & Industry Conference, London25 November 2009
Overview and outlook for the USA (John Walker)
Which G2 will matter by 2020? (Adrian Cooper)
Europe: How robust is the recovery? (Andrea Boltho)
The outlook for European office investment markets (Dr Neil Blake)
Recession and recovery across Europe’s regions (Anthony Light)
Industrial overview: Leaders and laggards in the upturn (Rhys Herbert)
What next for the European Car Industry? Recession, Incentives and Recovery (Pete Kelly)
 
Industrial Outlook Conference, London 24 September 2009
Private Sector Services: When will there be another boom? (Neil Blake)
UK economic outlook: What will the recovery look like? (Andrew Goodwin)
Can manufacturing lead the recovery? (Rhys Herbert)
Regional Overview: Will the recovery take place in public? (Neil Gibson)
 
Global Macro and Industrial Outlook Conference, Frankfurt5 June 2009
Global Economic Outlook (John Walker)
European Economic Outlook: When will recovery come? (Andrea Boltho)
The impact of the recession on European cities and regions (Anthony Light)
Industrial Overview: Which sectors will lead the recovery? (Rhys Herbert)
How is Germany coping with the recession? (Roland Dohm)
Cars & Consumer goods: First into recession and first out? (Keith Edmonds)
Intermediate goods: Has the bottom been reached? (David Thomas)
Investment goods & Construction: Any recovery in sight? (Joshua Nava)
 
UK Industrial & Regional Outlook Meeting, London 25 February 2009
UK Economic Outlook: Has there been enough policy stimulus to get the UK out of recession? (Andrew Goodwin)
Regions in Recession: Time to think again about strategic direction? (Neil Gibson)
The impact of the recession: UK regions in a European context (Anthony Light)
Is this a typical recession? (Rhys Herbert)
 
Global Macro and Industrial Outlook Conference, London 27 November 2008
Construction: A global recession? (Rhys Herbert)
Chemicals: Are they impacted by the cycle? (David Thomas)
Metals & Intermediate Goods: First to slow and first to recover? (Kiran Ahmed)
Cars & Consumer Goods: Will high-tech sectors again suffer most? (Keith Edmonds)
Investment Goods: Is this a typical engineering downturn? (Joshua Nava)
 
Global Macro and Industrial Outlook Conference, London26 November 2008
Why is Europe suffering more than the US from the credit crunch? (Adrian Cooper)
The global financial crisis: Will the US have a severe recession? (John Walker)
The impact of the global economic crisis on Europe's major financial centres (Neil Blake)
Emerging Markets: What went wrong? (Andrea Boltho)
Industrial Overview: Sources and consequences of the downturn (Rhys Herbert)
Automotive Industry Outlook: What does the future hold? (Pete Kelly)
 
UK Industrial & Regional Outlook Meeting, London 25 September 2008
How deep and long will the downturn be? (Adrian Cooper)
How will the sectoral mix of this downturn differ from previous recessions? (Rhys Herbert)
How will the downturn and house building crisis impact on international & inter-regional migration? (Neil Blake)
Financial crisis, inflation and the spectre of regional job losses (Alan Wilson)
 
Global Macro and Industrial Outlook Conference, Paris4 June 2008
World Outlook: The dangers for 2008 (and 2009) (John Walker)
How resilient is the Eurozone? (Andrea Boltho)
Industrial Overview: How big can China get? (Rhys Herbert)
Central Eastern Europe: Whats next for the production arm of the EU? (Matteo Ferrazzi)
Intermediate Goods: Diverse prospects for profits? (David Thomas)
Cars and Consumer Goods: Is there worse to come? (Keith Edmonds)
Investment Goods: Feeling the heat of the meltdown? (Rhys Herbert)
Extent and Impact of the Property Contraction (Walter Boettcher)
 
UK Industrial & Regional Outlook Meeting, London 27 February 2008
How serious is the risk of recession in the UK? (Adrian Cooper)
Implications of climate change policies for the UK economy and sectors (Scott Livermore)
Winners and losers in a downturn- will sterling's fall save manufacturers? (Rhys Herbert)
Regional slowdown impacts- could migration have reached it's peak? (Neil Gibson)
 
Industrial Outlook Conference, London29 November 2007
Industrial Overview: Who will have the greater impact- Eastern Europe or the BRICS? (Rhys Herbert)
The impact of emerging market growth on the global automotive industry (Pete Kelly)
Cars & Consumer goods: Vulnerable to a cyclical downturn? (Keith Edmonds)
Investment Goods: A victim of the credit crunch? (Rhys Herbert)
Intermediate Goods: Emerging Markets hold the key (David Thomas)
 
UK Economic Briefing, London 20 September 2007
UK Economic Overview: How hard will the credit crunch hit the UK economy? (Adrian Cooper)
Do weaker financial markets imply a change to the sector outlook? (Rhys Herbert)
Who’s at risk? The regional implications of financial market volatility (Neil Gibson)
What can take up the slack?- Is the UK well-equipped to compete in knowledge based industries? (Alan Wilson)
 
Global Macro and Industrial Outlook Conference, Frankfurt5 June 2007
The World Economy: Is the US slowdown likely to spread? (John Walker)
Europe: A lasting expansion or a cyclical upswing? (Andrea Boltho)
Global Industrial Overview: Does the sectoral mix explain recent country performance? (Rhys Herbert)
Industry Focus: Investment goods- Still leading the way? (Rhys Herbert)
Industry Focus: Cars & Consumer goods- Continuing to head East? (Keith Edmonds)
Industry Focus: Intermediate goods- driven by Chinese demand? (Paul Settles/ David Thomas)
 
UK Industrial & Regional Outlook Meeting, Mayfair London23 February 2007
Macro Overview: How far will interest rates have to rise to contain inflation? (Adrian Cooper)
Sectoral Overview: Taking over the world? (Rhys Herbert)
Prospects & risks for financial and business services (Alan Wilson)
Regional Overview: Capturing financial & business sectors- the regional successes and failiures (Neil Gibson)
 
Global Macro and Industrial Outlook Conference Basel30 November 2006
Sectoral Prospects: Engineering & Aerospace (Grant Colquhoun)
Consumer Goods & Chemicals (Dave Thomas)
Automobiles & Electronics (Keith Edmonds)
Metals (Paul Settles)
Construction (Rhys Herbert)
Industy Focus - Financial Services: Competitiveness of Financial Centres: Recent trends and Perspectives (Urs Muller)
 
Global Macro and Industrial Outlook Conference Basel29 November 2006
United States: Will the sharp downturn in US housing lead to a recession in the US and the rest of the world ? (John Walker)
Europe: What is driving the Eurozone recovery and will the momentum be sustained ? (Andrea Boltho)
Emerging Markets: Challenges for 2007 and beyond (Keith Edmonds)
Global Industiral Overview: Sectoral implications of the US housing market downturn (Rhys Herbert)
Industry Focus: Will Emerging Markets continue to support EU15 industry ? (Grant Colquhoun)
Industry Focus - Motor Vehicles : Will the European Automotive Industry suffer the same fate as North America (Peter Kelly)
 
UK Sectoral & Regional Group Meeting, Mayfair London21 September 2006
Macro Overview: Will high energy costs constrain growth? (Adrian Cooper)
Can service sector growth be maintained? (Rhys Herbert)
Is immigration helping fill sectoral skills gaps? (Grant Colquhoun)
A return to city-led growth? (Neil Gibson)
How important is immigration for regional growth? (Alan Wilson)
 
Global Macro and Industrial Outlook Conference, London6 June 2006
Global Industrial Overview: If things are so tough, why are profits so strong? (Rhys Herbert)

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