Webinar

Strategy Themes and Trade Ideas for 2023

2022 has proved to be an eye-watering year, laden with geo-political tensions, a global equity bear market, the fastest pace of policy tightening for a generation and with question marks raised over traditional asset allocation approaches, especially 60/40. We expect 2023 to bring challenges and increased opportunities for investors as recession sets in and economic performance varies across markets, geographies and thus asset classes.

Note: Can’t make it to any of the sessions? Feel free to register for any session and we will automatically share the recording with you 3 hours after the webinar has finished.

Javier Corominas

Director of Global Macro Strategy

+44 (0)20 3910 8115

Javier Corominas

Director of Global Macro Strategy

London

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.

Daniel Grosvenor

Strategy Director

+44 (0) 203 910 8106

Private: Daniel Grosvenor

Strategy Director

London

Daniel is an equity strategist, responsible for developing our equity views across countries, sectors and investment styles. He joined Oxford Economics from HSBC, where he spent a decade working within their global equity strategy team, in both London and Hong Kong.

Regis Chatellier

Director of EM Strategy

+44 (0) 203 910 8040

Private: Regis Chatellier

Director of EM Strategy

United Kingdom

Regis is a senior strategist in charge of global emerging markets. He covers the sovereign hard currency debt, FX and local rates markets, combining top-down macro research with bottom-up/quant modelling approaches. Prior to joining Oxford Economics, Regis worked for more than 20 years in investment banks. He did his studies at Sciences Po. Paris (Economics & Finance) and he holds a Master’s degree in Economics from the University of Nantes.

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