Webinar

Bond yields to peak this year

In our first webinar of the year, our strategists Javier Corominas and Daniel Grosvenor discuss key global macro themes, including, why we believe yields will soon peak even as real rates have risen, why equities are poised to deliver positive returns again this year despite a near-term wobble, and our view of a softer US Dollar, which should allow for a strong performance across EM local assets.

We expect 2022 to bring challenges and increased opportunities for investors as policy differentiation takes hold and economic performance varies across markets, geographies and thus asset classes.

Javier Corominas

Director of Global Macro Strategy

Javier Corominas

Director of Global Macro Strategy

Javier Corominas | Director of Global Macro Strategy

 

Javier Corominas is Director of Global Macro Strategy at Oxford Economics. He is co-responsible for global strategic asset allocation as well the tactical calls across all asset classes. Additionally, he has a significant focus on providing thematic macro strategy research to generate actionable investment advice for asset allocators, portfolio managers and corporate Treasurers.

Daniel Grosvenor

Director of Equity Strategy

Daniel Grosvenor

Director of Equity Strategy

Daniel Grosvenor | Director of Equity Strategy

 

Daniel joined Oxford Economics in June 2019. He is an equity strategist, responsible for developing our equity views across countries, sectors and investment styles. Daniel joined Oxford Economics from HSBC, where he spent a decade working within their global equity strategy team, in both London and Hong Kong, and was most recently the lead of their European strategy product. Daniel has a Bsc in Economics from the University of Bath.

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