Q2 Virtual Asset Management Roundtable

Date: 18 June 2024

Time: 11am EDT/ 4pm BST

The global economy is in transition. Inflation has fallen from its peaks and the major central banks are approaching the start of the easing cycle, but doubts linger about whether the Fed and the ECB can diverge from their current path and if they do, what the impact on markets will be. At the same time, the pattern of global growth is changing with US exceptionalism returning, while China continues to struggle against mounting structural headwinds.

All of these key themes will be discussed in and debated by our global leadership group on our Q2 Macro Outlook Roundtable, happening online on June 18th.

Innes McFee
Innes McFee

Managing Director of Macro and Investor Services

+44 (0) 203 910 8028

Innes McFee

Innes McFee

Managing Director of Macro and Investor Services

London, United Kingdom

Innes McFee is the Managing Director of Macro and Investor Services, based in London. Innes oversees the activities of the Macro & Investor Services teams globally, including the Global Macro Forecast and Global Macro Service.

Innes joined Oxford Economics in 2017 after 6 years at Lloyds Banking Group as a Senior Economist. At Lloyds Innes was responsible for the economic scenarios underpinning the Group’s internal planning and stress testing; analysis of key risks; and developing Lloyds’ approach to multiple economic scenarios for IFRS9. In addition, Innes’ role included developing the Group’s capability in modelling macroeconomic fundamentals and UK banking markets and advising the Group Corporate Treasury on financial market developments.

Prior to joining Lloyds Innes was an Economic Advisor at HM Treasury where his roles included management of the UK’s foreign currency reserves; US economist; and G20 macroeconomic policy advisor. Innes has a first class undergraduate degree in Economics from the University of Durham and a MSc in Economics from Warwick University.

Ryan Sweet

Chief US Economist

+1 (646) 668 5790

Ryan Sweet

Chief US Economist

New York, United States

Ryan Sweet is the Chief US Economist at Oxford Economics. He is responsible for forecasting and assessing the US macroeconomic outlook and how it will influence monetary policy and financial markets. Ryan is among the most accurate high-frequency forecasters of the U.S. economy, according to MarketWatch and Bloomberg LP.

Prior to joining Oxford Economics, Ryan led real-time economics at Moody’s Analytics and was a member of the U.S. macroeconomics team. He was also head of the firm’s monetary policy research, following actions by the Federal Reserve and examining its potential impact on the U.S. economy.

Ryan is an adjunct professor in the Economics and Finance Department at West Chester University of Pennsylvania. He received a master’s degree in finance from John’s Hopkins University, a master’s degree in economics from the University of Delaware, and a bachelor’s degree in economics from Washington College.

Javier Corominas

Director of Global Macro Strategy

+44 (0) 203 910 8115

Javier Corominas

Director of Global Macro Strategy

London, United Kingdom

Javier Corominas is Director of Global Macro Strategy at Oxford Economics. He is co-responsible for global strategic asset allocation as well the tactical calls across all asset classes. 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.

Javier is a senior macro and multi-asset investment strategist with over 16 years’ experience in active portfolio management as well as in independent macro research.

He has a background in macro-economic modelling and forecasting, portfolio optimization and risk budgeting, asset allocation (SAA and TAA), relative value models and global thematic investment research. This is coupled with a demonstrable track record in drawing conclusions for key asset markets, and developing profitable trade and investment strategies in FX, rates and the liquid asset classes.

Prior to re-joining Oxford Economics, he was a Director and Head of Research at Record Currency Management, one of the largest institutional currency managers in the world, with pension funds, insurance companies, family offices and private equity houses as clients globally.

Javier is regular commentator on currency, fixed income and broader global macro themes in the financial media/press and a regular speaker and presenter at global investment conferences and fora.

Javier holds both a First-Class Degree and an M. Phil in Economics from Cambridge University. He has a keen interest in world history and all manner of racquet sports, and is also fluent in Spanish and French.

Oliver Rakau
Oliver Rakau

Deputy Head Europe, Macro

+49 69 9675 8664

Oliver Rakau

Oliver Rakau

Deputy Head Europe, Macro

Frankfurt, Germany

Oliver is Oxford Economics’ Chief Germany Economist and Deputy Head of the European Macroeconomics team. He is based in its Frankfurt office and his research is focused on Germany, ECB policy and inflation. Prior to joining the company in 2017, he has been a senior economist for Deutsche Bank Research in Frankfurt for seven years working in its macroeconomic and industry teams. He holds a Master’s degree from London School of Economics.

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