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Events and Webinars

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

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Webinar
US macro and metro outlook: slow growth ahead

with Barbara Byrne Denham and Bernard Yaros | Online | November 13, 2023

The US economy is heading into Q4 with plenty of momentum. However, this strength will wane next year, as robust consumer spending has been fueled by an unsustainable decline in savings. In addition, the tightening of financial conditions from higher bond yields and more restrictive fiscal policy will constrain growth in 2024. We see the economy slowing down to well below its potential growth rate next year but averting an outright recession. Tune in to this webinar to learn more about the economy’s prospects, along with a focus on metro-level job growth and demographic shifts.

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Webinar
US Macro Outlook: Growth set to falter?

with Michael Pearce and Nancy Vanden Houten | Online | October 31, 2023

The economy has remained resilient through the end of the third quarter, but we expect a combination of high interest rates, tighter lending conditions and more restrictive fiscal policy will push the economy into a sharp slowdown over the coming quarters. A prolonged period of below-trend growth will help to lower inflation back closer to the Fed’s 2% target. But with the Fed approaching its inflation target from above, officials are likely to take an extremely cautious approach to lowering interest rates next year and beyond.

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Webinar
Quarterly Cities Overview Webinar: Hotspots for growth in 2024

with Richard Holt and Anthony Bernard-Sasges | Online | October 12, 2023

Identifying hotspots for economic growth in 2024. Many cities tend to outperform their national economies. With the possibility that 2024 will be another disappointing year for the world economy, we look at North America, Europe and Asia Pacific, and identify some cities that we think are likely to show out-performance.

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Webinar
Canada Economic Outlook: Economy stalls as hard landing inexorably grinds nearer

with Tony Stillo and Callee Davis | Online | October 5, 2023

Canada's economy has now likely fallen into the recession that we have long been expecting. Growth stalled in two of the last three quarters and momentum entering Q3 was weak. Key imbalances – highly indebted households and overvalued house prices – can't evade the coming full impact of the Bank of Canada's aggressive hike in the policy rate. An imminent consumer pullback, combined with a deepening housing correction, will finally push the economy into recession.

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Webinar
The policy cycle is peaking but is European CRE out of the woods?

with Mark Unsworth and Tomas Dvorak | Online | September 21, 2023

As we approach the peak of the monetary tightening cycle we assess what this means for UK and eurozone economic growth, inflation and interest rates. We explore the latest developments in the European commercial real estate market and assess if values have reached a turning point.

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Webinar
Ripe for a correction

with Daniel Grosvenor and Javier Corominas | Online | September 12, 2023

In our first webinar after the summer recess, our Director of Global Macro Strategy Javier Corominas and Director of Equity Strategy Daniel Grosvenor outline why they think the recent equity market correction will continue and why it is now time to add duration to portfolios. The latest update of our Cross Asset framework indicators supports defensive allocations. Investor sentiment has become overly optimistic and risk assets look vulnerable to tighter financial conditions and a deteriorating global credit impulse which we think will contribute to a sustained period of weak global economic growth. We think DM bonds are increasingly attractive in this environment following the recent rise in long-end yields.

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Webinar
Greater China: Exploring the plausible ‘What Ifs’ to our 2023 outlook

with Louise Loo and Lloyd Chan | Online | May 9, 2023

Market forecasts around China’s growth this year vary considerably, reflecting differences in assumptions around policy risk, the outlook for the property sector, and the size and longevity of the reopening consumption boost. We provide our own take on China’s growth, inflation, and currency in 2023, discuss and size various risks to our own forecasts. We will also be presenting our outlook on Hong Kong, following the Q1 GDP data.

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