From early to mid-cycle: Time to scale back our reflation trades

We discuss the implications of the end of early-cycle dynamics for key asset classes, with a focus on the outlook for global equities, developed market rates and FX. We continue to see higher core government bond yields across the board, but we reduce our equity overweight allocations in anticipation of higher macro volatility ahead.

We will be repeating the same webinar to cater for the difference in time zones between APAC, EMEA and the Americas:

  • APAC – Tuesday 20th July | 10:00 HKT
  • EMEA – Tuesday 20th July | 10:00 BST
  • Americas – Tuesday 20th July | 16:00 EDT

Daniel Grosvenor

Director of Equity StrategyDaniel 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.

Daniel Grosvenor

Director of Equity StrategyDaniel 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.

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.

Javier Corominas

Director of Global Macro Strategy

Javier Corominas

Director of Global Macro Strategy

Javier Corominas | Director of Global Macro Strategy

Javier Corominas is the Director of Global Macro Strategy at Oxford Economics. He is co-responsible for global strategic asset allocation as well tactical calls across all asset classes, as well as for developing and delivering our investment strategy product offering. 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.

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