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.
Global industrial outlook for 2023 remains weak
We will present an overview and the highlights of our latest quarterly industry forecast update. Key topics include the positive developments in Europe with respect to energy prices and supply, frontloaded recovery in China after the end of zero-Covid policy and how the evolution of inflation and interest rates will keep industrial prospects weak in the near term.Find Out More
Why the cruise sector will rebound faster than after the Great Recession
The cruise sector was hit following the Great Recession by continued increases in capacity while travel demand slowed sharply – deep discounting was required at that time to spur demand. We are now seeing an apparent parallel trend as new cruise capacity spiked in 2022, despite travel remaining well below pre-pandemic norms in most destinations. In this webinar we describe the amount of additional new capacity that will be launched in coming years as well as demand expectations and why we believe sector recovery and cruise pricing will differ in this current cycle.Find Out More