Global Strategy Webinar: Opportunities amidst the uncertainty
Topic: We explain why our asset allocation remains overweight global equities despite slowing global growth, stickier than expected inflation and rising event risks. We highlight our key country and sector calls and identify areas of possible mispricing in the context of our global macro views.
We will be repeating the same webinar to cater for the difference in time zones between APAC, EMEA and the Americas:
- APAC – Monday 18th October | 10:00 HKT
- EMEA – Monday 18th October | 10:00 BST
- Americas – Monday 18th October | 16:00 EDT
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.
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.
Related Services
Event
Frontier markets outlook: Looking for opportunities after the rally
In this webinar we will discuss which frontier markets still offer value in the wake of an extraordinary rally since October, and which have become too expensive, in our opinion. We will also offer further insights into the cases of Argentina, Nigeria, Ukraine and others.
Find Out MoreEvent
Economics of a second Trump presidency
Continuing our series of analyses on the 2024 election, we modeled the macroeconomic impact of a second Donald Trump presidency. If the former president wins on Election Day, he will most likely return to the White House with Republican majorities in the House of Representatives and Senate. Assuming full Republican control of government after the 2024 election, we constructed two scenarios that bookend a range of outcomes for the US economy. This webinar will discuss the results of the Trump scenarios, including for inflation, GDP, monetary policy, trade and immigration.
Find Out More