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We run a worldwide programme of insightful conferences, roundtables, webinars and podcasts presented by our economic experts.

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Webinar
No shelter from the external storm for Central and Eastern Europe

with Tomas Dvorak and Mateusz Urban | Online | April 14, 2025

CEE economies are currently showing solid growth momentum, but it is almost entirely domestically driven. Meanwhile, the external backdrop is becoming ever murkier. US tariffs and trade policy uncertainty are the most immediate concern. But German industrial underperformance, Chinese manufacturing overcapacity and growing competition, and the potential implications of a Russia-Ukraine ceasefire all weigh on the region. In this EM webinar, we will explore how these external forces are shaping the CEE’s economic and strategy outlook.

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Event
Q2 Virtual Asset Management Roundtable

with Innes McFee, Ryan Sweet, Javier Corominas and Oliver Rakau | In-Person | June 18, 2024

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.

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Webinar
Asset allocation perspectives in a stronger for longer environment

with Daniel von Ahlen | Online | March 28, 2024

Our cross-asset framework points to a constructive stance on the global cycle and we think risk assets will outperform over the next 6-12m even if rich valuations suggest the upside will likely be limited. We suspect that the risk that inflation will stabilise above the Fed's target in H2 is still under priced by bond markets and remain cautious on duration. We discuss why equities will continue to edge higher but the pace of returns is likely to slow, and we see greater return potential in other asset classes such as credit.

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