Events, Webinars and Podcasts

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

Conference

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Showing 1-5 of 5
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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