Eight key long-term themes in the global economy and markets
We draw punchy lessons for the global economy and asset markets from a three-year research programme that tackles demographics and savings, secular stagnation, neutral rates, inflation trends, rotations to non-US assets, debt sustainability, and policy risks.
We will be repeating the same webinar to cater for the difference in time zones between EMEA, Americas and APAC:
- EMEA – Tuesday 13th April | 10:00 BST
- Americas – Tuesday 13th April | 16:00 EDT
- APAC – Wednesday 14th April | 10:00 HKT
Gabriel Sterne | Head of Global Strategy Services and EM Macro Research
Gabriel delivers macro-economic products tailored for the financial markets, as Head of a team that integrates global strategy and EM macro views. Recently he has published most on populism, demographics and other drivers of low global yields, and the evolution of global fragilities as expansions mature. On the EM side he is a global expert on sovereign crisis and debt restructuring issues.
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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