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Webinar
Perspectivas para España y Europa: los consumidores serán clave

with Angel Talavera and Debora Bourdon | Online | November 20, 2023

Con la economía de la zona euro al borde de la recesión, las perspectivas a corto plazo siguen siendo negativas. Para 2024 esperamos una cierta recuperación en Europa de la mano de unos consumidores que verán una mejora en su renta disponible debido a la caída de la inflación. Aunque los riesgos en el sector energético han disminuido en gran medida, las tensiones geopolíticas y el impacto de las subidas de tipos seguirán presentando riesgos para el crecimiento. En España, esperamos un crecimiento algo más flojo que este año a medida que los vientos de cola en la recuperación del sector servicios se agotan, pero seguiremos creciendo por encima de la media de la zona euro.

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Webinar
China and India – shifting issues, shifting roles

with Alexandra Hermann and Louise Loo | Online | June 21, 2023

China’s population has peaked and its industrial engines have struggled despite this year’s reopening. The longer-term outlook is beset by meaningful structural headwinds, an uncertain regulatory policy, geopolitical tensions with the US. Enter India, a vast and young workforce has the potential to benefit from the ongoing supply chain diversification away from China. We provide our takes on the near- and medium-term outlooks for both economies and discuss how the two economic giants could both co-exist and compete in this new economic world order.

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Webinar
Strategy Themes and Trade Ideas for 2023

with Javier Corominas, Daniel Grosvenor and Regis Chatellier | Online | December 7, 2022

2022 has proved to be an eye-watering year, laden with geo-political tensions, a global equity bear market, the fastest pace of policy tightening for a generation and with question marks raised over traditional asset allocation approaches, especially 60/40. We expect 2023 to bring challenges and increased opportunities for investors as recession sets in and economic performance varies across markets, geographies and thus asset classes.

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