Home > Events

Events and Webinars

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

Conference

Filter by

Showing 1-8 of 8
Webinar
Global CRE key themes for 2025 – A tentative growth revival

with Abigail Rosenbaum, Mark Unsworth, Nicholas Wilson and Riccardo Pizzuti | Online | December 12, 2024

Join us as we explore the outlook for the global commercial real estate market in 2025 and our key themes for the year ahead. CRE is poised for a tentative revival in values after several challenging years. With the interest rate cutting cycle underway, prices appear to have bottomed out in most sectors, while credit conditions and investment activity are beginning to show early signs of recovery. This webinar will provide key insights into the factors driving this tentative rebound and what it means for investors and market participants in the coming year.

Request Recording
Webinar
Global B2B outlook for 2025: capturing opportunities in a complex year

with Alex Mackle, Martina Bozadzhieva and Marcos Casarin | Online | September 5, 2024

This webinar will provide a global macro perspective B2B leaders can use to confidently inform their 2025 planning process. We'll offer insights on key drivers of B2B demand, outlooks for major markets, industry-level opportunities and risks, as well as insights to inform assumptions on inflation, input costs, and credit costs. We'll also provide an overview of scenarios and risks B2B companies should consider as they pressure-test their assumptions for the next year.

Request Recording
Webinar
Global consumer outlook for 2025: new opportunities ahead

with Alex Mackle, Martina Bozadzhieva and Marcos Casarin | Online | September 4, 2024

This webinar will provide a global macro perspective B2C leaders can use to confidently inform their 2025 planning process. We'll offer insights on consumer opportunities and risks, demand forecasts across major markets, expectations for FX, inflation, credit, and input costs, as well as risks and scenarios to consider.

Request Recording
Webinar
Mid-year high convictions in Emerging Markets Assets

with Felipe Camargo, Lucila Bonilla and Sergi Lanau | Online | June 5, 2024

The global context is that central banks continue to focus almost entirely on inflation and tight policy will become a downside risk for global and EM activity. We are below consensus on EM growth in 2024. We see impetus running out of steam in most EM regions, and we are generally optimistic on EM disinflation, more so in LatAm than CEE. We remain neutral on EM FX. Fed-related undershoots are balanced by risks of drawdowns driven by spells of wider rate differentials. We see opportunities in local currency debt in LatAm after April’s EM-wide sell-off; and we still find long-term valuation metrics compelling. Mexican and Turkish rates appear attractive. Tight valuations weight on sovereign credit but we see good opportunities, particularly in Colombia and Angola.

Request Recording
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.

Request Recording
Webinar
China in 2024: What will the Year of the Dragon bring?

with Louise Loo | Online | December 11, 2023

We discuss our outlook and macro themes for China in 2024. Without a reopening boost, the economy amid a multi-year credit clean-up process, and persistent regulatory uncertainties onshore, a more tenuous macro environment is likely to necessitate easier-for-longer policy settings.

Request Recording
Webinar
Industrial outlook remains gloomy for now

with Nico Palesch and Sean Metcalfe | Online | September 14, 2023

High-frequency indicators show that economic activity is weakening through the second half of 2023, and that industry is performing worse than the broader economy. The impact of past policy tightening and the reduced availability of credit is dampening activity and contributing to a deteriorating near-term outlook for investment spending, which is disproportionately impacting manufacturing and other investment-facing sectors of the economy. While supply chains have normalised to a large degree, which is contributing to easing inflation and recovering production in backlog-affected sectors, headwinds to industrial activity are shifting partly from the supply to the demand side. Nonetheless, there are good reasons to expect a relatively shallow downturn in industrial activity as opposed to a total collapse. In this webinar, we will provide a comprehensive update of the global industrial outlook and account for the divergent fortunes across the different sectors that make up the economy.

Request Recording

Trusted By

Sign up to our Resource Hub to download the latest and most popular reports.
Also of Interest