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Webinar
Build-to-rent in Australia: Elevated opportunities as barriers clear

with Timothy Hibbert and Michael Dyer | Online | June 6, 2023

Australia’s build-to-rent (BTR) sector has undergone a period of rapid growth over the last couple of years. While to date the majority of projects have involved domestic participants, recent policy developments have set the scene for further global participation.

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Webinar
Pockets of value in frontier markets

with Gabriel Sterne and Sergi Lanau | Online | May 31, 2023

Based on our recently released report, we will talk about value traps and good individual stories in the high-yield space. We will focus on our asset views on Kenya, Pakistan, Egypt and Sri Lanka, discussing how the external outlook and debt sustainability metrics feed into bond prices.

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Webinar
EM Strategy Webinar

with Javier Corominas | Online | May 16, 2023

We will discuss investment opportunities in local rates, FX and credit in EM and frontier markets in the context of still high inflation and interest rates, and US recession risk. We will also talk about the trading implications of Turkey's election.

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Webinar
Brighter skies ahead for global air passenger demand

with Stephen Rooney and Paulos Ashebir Lakew | Online | March 21, 2023

While the economic slowdown is weighing on air passenger demand growth in advanced economies, excess savings will continue to allow realisation and prioritisation of some lingering pent-up demand. Domestic passenger volumes are expected to return to pre-pandemic levels this year in a number of markets, including the US. Growth will now be more evident for emerging markets, and notably for China with a clear timeline for re-opening now established and some uptick in outbound travel demand already evident as a result.

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Webinar
Our most (and least) preferred macro stories in Latin America this year

with Gabriel Sterne and Marcos Casarin | Online | February 22, 2023

With 2023 set to be a good year for EM bondholders, we focus this webinar on the region where we think bond market can offer the best risk/reward in EM this year: Latin America. LatAm economies are ahead of the tightening curve and should debut the season of rate cuts in EM, but the region is not short of idiosyncratic risks, meaning investors will need to remain selective. Please join our Head of Global EM Gabriel Sterne and our Chief LatAm Economist Marcos Casarin as they go through the most (and least) promising macro stories in LatAm in 2023.

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Webinar
Middle East 2023 outlook: The shine comes off GCC recovery

with Maya Senussi and Scott Livermore | Online | January 24, 2023

The 2023 outlook for the GCC region will not compare to last year's spectacular expansion. OPEC+ policy has weakened prospects for the oil sector, while rise in domestic financing costs will contribute to the slowdown in non-oil recovery. That said, growth will remain firmly positive, underpinned by diversification efforts, in contrast to many advanced and emerging markets.

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Webinar
Frontier market outlook: some attractive valuation gaps

with Gabriel Sterne, Regis Chatellier and Tatiana Orlova | Online | January 19, 2023

After a difficult 2022, this year looks quite promising for some EM high yielders given attractive valuations and positive momentum. Those covered include Angola, Nigeria, Egypt, Armenia, Georgia, El Salvador, and Sri Lanka.

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Webinar
EMs’ year ahead – time to pick up a few gems as the steam roller passes by

with Gabriel Sterne and Lucila Bonilla | Online | December 8, 2022

In our annual outlook for global emerging markets, we will highlight those EMs most vulnerable to weak global demand and a strong dollar in 2023. Better news is that tail risks associated with very high import prices will fade; and we will show which economies and markets stand to benefit most from falling inflation, ahead-of-the-curve policies and any resumption in capital inflows. Finally, we will assess implications of global policy impotence to deal with this wave of sovereign distress.

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Webinar
EMs vulnerable but far from the epicentre of the global storm

with Lucila Bonilla and Maya Senussi | Online | October 21, 2022

Growth in EMs faces intensifying headwinds but to a lesser extent than in advanced economies. Although the medium-term outlook looks weaker compared to last month, we expect pace of growth to slow only slightly in 2023 – backstopped by Asia’s protracted recovery. Several other factors will help mitigate risks: monetary policies having been ahead of the curve, overall resilience in the terms of trade, and a less sharp depreciation against the US dollar compared to other advanced economies.

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Webinar
CEE shows limits of monetary policy in taming inflation

with Tomas Dvorak | Online | August 17, 2022

Similar inflation outcomes in CEE demonstrate the limits of monetary policy in combating the current surge in inflation. Slovakia has had a much looser monetary policy but its inflation rate has been similar to other CEE countries with sovereign central banks that have hiked aggressively since 2021. In this webinar, we will discuss the effectiveness of conventional monetary policy tightening in countering supply-driven, imported inflation, and its wider implications for the EM economies.

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Webinar
Stagflation! We reveal EMs most vulnerable to nasty supply shock legacies

with Gabriel Sterne and Lucila Bonilla | Online | May 12, 2022

The great moderation of previous decades has given way to a period of ghastly aggravation. The key drivers of good times were good policy, good luck and structural change. Now things have reversed, and we reveal those EMs most at risk of longer term macro-instability, based on the views of our country economists and a simple scoring system based on key performance-metrics.

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Webinar
The impact of the Russia-Ukraine war on Emerging Markets

with Tatiana Orlova and Gabriel Sterne | Online | March 11, 2022

We focus on elevated levels of risk, a slowing global economy, and via a detailed assessment of the commodities spike on the terms of trade of 44 EMs. We will assess the extent to which asset markets have appropriately factored in the news across EMs.

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Webinar
When the taps run dry: Egypt’s susceptibility to capital outflows

with Callee Davis | Online | January 25, 2022

Portfolio inflows have become central in funding Egypt’s external position – a sudden reversal spells trouble for the North African nation. In this webinar we show how Egypt’s foreign reserve buffer would be impacted by a sudden deterioration in emerging market sentiment, what this would mean for the Egyptian pound, and how this might impede some of the economic reform progress made so far.

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Webinar
Bond yields to peak this year

with Javier Corominas and Daniel Grosvenor | Online | January 24, 2022

In our first webinar of the year, our strategists Javier Corominas and Daniel Grosvenor discuss key global macro themes, including, why we believe yields will soon peak even as real rates have risen, why equities are poised to deliver positive returns again this year despite a near-term wobble, and our view of a softer US Dollar, which should allow for a strong performance across EM local assets.

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Webinar
High conviction global strategy calls for 2022

with Javier Corominas, Daniel Grosvenor and Regis Chatellier | Online | December 15, 2021

In our final webinar for the year, our strategists Javier Corominas, Daniel Grosvenor and Regis Chatellier will discuss our highest conviction calls across bonds, currencies and equities, both in DM and EM markets. 2021 has proved to be a year of twists and turns, as we moved from early to mid-cycle, reflation to stagflation concerns, amid ever present Covid-19 risks. We expect 2022 to bring challenges and increased opportunities for investors as policy differentiation takes hold and economic performance varies across markets, geographies and thus asset classes.

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