Events, Webinars and Podcasts

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

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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
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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Webinar
The future of the valve and actuator market

with Alexandra Hermann and Jeremy Leonard | Online | December 2, 2022

With the world economy facing a potential recession, doubts are mounting over the outlook for the industrial sector. What does this backdrop mean for valve and actuator consumption, this year, next year, and over the medium term? Which markets have the largest growth potential? Our annual Global Valve and Actuator Market Outlook, produced in partnership with the British Valve and Actuator Association, answers these questions.

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Webinar
The threat to world growth from property markets

with Innes McFee and Adam Slater | Online | November 17, 2022

With world property markets starting to weaken, we examine how large a downturn is likely, what factors will be key to determining the extent of the downturn (over time and across economies), and what the impact of property market weakness could be on world GDP growth.

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Webinar
Africa in 2023

with Callee Davis and Jacques Nel | Online | November 15, 2022

The global economy is on the cusp of a recession. A number of African economies have historically been able to shrug off an unfavourable external backdrop, but a marked tightening in global financial conditions will make this time more challenging. In this session we will give our view on how 2023 will unfold on the continent and what we should, and shouldn’t, expect.

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Webinar
Overdue recovery in city travel and risks of overtourism

with Dave Goodger and Kieran Ferran | Online | September 16, 2022

The start of the recovery in international travel has benefitted a wide range of city destinations in 2022 which typically saw sharper falls in demand during the pandemic. In this webinar we will share the latest trends and our expectations for travel to key destinations identified in our Global City Travel (GCT) database for coming years, including the timing for full recovery to pre-pandemic levels, the latest city rankings and comparison against some notable non-city destinations.

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Webinar
Reeling European energy markets raise risks of industrial recession

with Abby Samp and Max Anderson | Online | September 14, 2022

Global industrial output is expected to slow in 2023 against a backdrop of growing economic headwinds and a rotation in spending away from spending on goods and towards services. An inventory build-up – albeit from a low level – poses a further risk to industrial production if demand falls more than expected, and the energy squeeze in Europe will put pressure on industrial output there. Join Abby Samp and Max Anderson as they discuss the latest update to Oxford Economics’ Global Industry Forecast.

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Webinar
Global scenarios: Gas rationing and stagflation

with Jamie Thompson and Alex Mackle | Online | September 7, 2022

In recent months the risk that the global economy will slip into recession next year has risen and so has the risk of a protracted period of stagflation. We explore these risks, drawing on key insights from our latest global scenarios. Our focus is the potential fall-out from rationing of natural gas in Europe, as well as the implications of persistently elevated inflation expectations and policy rates.

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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
Global construction continuing to rebound despite Russia-Ukraine conflict and China lockdowns

with Dr Nicholas Fearnley | Online | May 10, 2022

Globally, the value of Construction Work Done is continuing to rebound following the Covid disruption, supported by government stimulus which is being targeted in different ways across different countries. However, the Russia-Ukraine conflict and recent omicron outbreaks in China weigh over the near-term outlook. In this webinar we present our key findings of the distribution and outlook of construction activity across sectors and countries. We will also discuss our plans for the service, including further developments that will be launched later this year.

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Webinar
Understanding climate change from a global to local perspective

with Alex Mackle, Barbara Byrne Denham and Ben Wright | Online | January 28, 2022

Join us as we bring together important perspectives and analysis on climate change for US policy-makers and business decision-makers. Lead Economist Alex Mackle will explain our recent research on modelling the economic impact of climate change, climate change scenarios, and our new Global Climate Service. Senior Economist Barbara Denham will discuss the potential impact on population growth and demographics for US states and metros. Ben Wright, Senior Research Manager for Thought Leadership, will share key findings and best practices from our most recent studies with SAP, the Consumer Technology Association, and EY on how companies should re-think their approach to climate change and make their operations more sustainable.

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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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