Investment Strategy & Corporate balance sheets: short-term gain, long-term pain
Topic: The COVID-19 pandemic has seen the listed sector take on a record amount of debt. Policy support has made this manageable, but does it just delay the inevitable corporate distress? Join us as we discuss this and the implications for investors.
Gaurav Saroliya | Director of Global Macro Strategy
Gaurav Saroliya is Director of Global Macro Strategy. He is responsible for our overall asset price views and for developing and delivering our investment strategy product offering. His focus is on providing thematic-research based actionable investment advice for investment managers. But his analytics are relevant for corporate Treasurers too insofar as they generate actionable dynamic hedging advice for cash-flow exposures.
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.
Africa: What to expect from elections in 2023
Thirteen African countries are scheduled to hold presidential or legislative elections this year. This webinar will focus on the four elections of greatest potential impact: Nigeria, home to the largest population in Africa; Zimbabwe, where the fractious and unloved Zanu-PF has already unleashed violence on its opponents; Gabon, where President Ali Bongo may try (again) to cheat to get a third term; and the DRC, where armed conflict is complicating the already massive task of registering 50 million voters across a territory the size of Western Europe. We will also touch on the elections in Eswatini, Libya, and Madagascar.Find Out More
Global Climate Service: Climate Catastrophe
The Global Climate Service quantifies the macroeconomic impacts of five climate scenarios against a stated policies baseline. These scenarios help businesses understand the trade-offs and implications of climate mitigation. This quarter our new scenario – Climate Catastrophe – underscores the costs of climate inaction. It models a high-emissions pathway by which global warming, temperature volatility and more frequent extreme heat events cause severe physical damages that accelerate over time.Find Out More