Events and Webinars

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


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Nearshoring – China’s loss is not (yet) Mexico’s gain

with Gabriel Sterne and Joan Domene | Online | July 20, 2023

Media frenzy over nearshoring in Mexico has failed to provide an accurate picture. Mexico is the best-positioned emerging market to gain from global trade dislocation but that does not mean it has seen the greatest benefits up to date. Asian economies and Canada have grown their share of US imports faster than Mexico since the US-China trade decoupling started five years ago. In this webinar, we dissect the visible effects of nearshoring in Mexico’s exports and manufacturing sectors and the implications for the short-term economic outlook.

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Pre-emptive debt restructuring: a viable scenario for fragile African sovereigns?

with Irmgard Erasmus | Online | September 30, 2022

The expiry of Covid-19-related support coupled with a surge in the goods import bill has exacerbated pressure on external trade positions for various African sovereigns. We see headwinds intensifying from 2023 onwards in the form of a deepening drought in East Africa, populist-leaning policies aimed at appeasing voter frustrations, large redemptions of external public debt facilities, and moral hazard. The risk profile is fragmented but a common thread can be found across Africa: sovereigns face an uphill battle in meeting the projected external funding requirements. With the risks of disorderly default on the rise and informed by the Zambian blueprint, we investigate the case for pre-emptive debt restructuring for fiscally fragile nations including Egypt, Ghana, and Kenya.

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