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

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Webinar
Why tourism will continue to grow in 2024: key themes to watch in the year ahead

with Helen McDermott and Dave Goodger | Online | December 14, 2023

There are reasons for continued optimism as we look ahead into 2024 for the travel sector, and we retain a bullish outlook despite several clear risk factors. Within this webinar we will explore the emerging trends that will drive continued growth in demand and travel spending, how this will differ from prior years, as well as discussing some of the key risks to this outlook.

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Webinar
Five key themes that will affect industry in 2024 — and beyond

with Nico Palesch and Sean Metcalfe | Online | December 13, 2023

2024 is shaping up to be a pivotal year for global industry: on the one hand, we expect some of the weakness of the past years to continue and broadly set a disappointing pace of growth, but on the other hand we expect that momentum will turn a corner towards the end of the year. Join us to hear about how we think key themes including higher interest rates, geopolitics, technology, the energy transition, and demographics, will will shape developments in industry both next year and in the years to come.

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Webinar
China in 2024: What will the Year of the Dragon bring?

with Louise Loo | Online | December 11, 2023

We discuss our outlook and macro themes for China in 2024. Without a reopening boost, the economy amid a multi-year credit clean-up process, and persistent regulatory uncertainties onshore, a more tenuous macro environment is likely to necessitate easier-for-longer policy settings.

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Webinar
Eurozone Key themes 2024 – Fragile recovery will gain impulse

with Tomas Dvorak | Online | December 7, 2023

After grinding to a halt in 2023, we expect the cogs of the eurozone economy to start slowly turning again in 2024, gaining more momentum as the year goes on. Our key call is for faster disinflation, which together with a weak growth outlook will prompt the ECB to normalise policy earlier and more forcefully than what the markets are expecting. This should in turn help to usher in stronger consumption growth. But there are potential headwinds aplenty – looming fiscal consolidations, possible supply shocks or hysteresis effects holding activity back.

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Webinar
Global Cities: Identifying opportunities amid long-term challenges

with Anthony Bernard-Sasges and George Bowen | Online | December 6, 2023

The established world order of urban economic power is evolving and by 2050 there will be sizeable shifts. Many mature economic powerhouses in the developed world are facing demographic timebombs and are likely to fall down the global rankings as a result. Replacing them, in scale though not prosperity, will be cities in emerging markets, though these cities aren’t without risk and many face a plethora of challenges. In this webinar, we will discuss some of the key long-term trends, challenges and opportunities facing city economies.

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Webinar
Global EM Key themes for 2024 – disinflation prevails

with Gabriel Sterne and Sergi Lanau | Online | December 5, 2023

Global economic travails will present a challenge for EMs next year, but we see EM disinflation progressing more smoothly than 2023. Covid and other legacies will still trouble several EMs; we outline our biggest concerns and where we see the greatest opportunities.

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Webinar
Global: Key themes 2024 – Few opportunities in a gloomy landscape

with Ben May and Kiki Sondh | Online | December 1, 2023

Global GDP growth and inflation will slow in 2024 and central banks will begin to pivot in H2 – at least that seems to be the broad agreement among markets, policymakers, and forecasters. For the most part, we concur and have identified three key themes that we think will be key to the precise path that economies and financial markets take next year: Risks to the consensus growth view are skewed to the downside. Inflation trends will diverge more. Despite the gloom, some bright spots will emerge In this webinar we explore these three key themes in more detail

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Webinar
UK Key Themes for 2024

with Andrew Goodwin and Edward Allenby | Online | November 29, 2023

Our final UK webinar of the year looks at what we can expect to see in 2024. Though the inflation shock is fading, consumers will remain under pressure as the impact of tighter monetary policy continues to emerge. Companies will also feel the pinch, with high debt servicing costs the latest in a series of problems they’ve had to deal with. But it’s not all bad news. The labour market appears to be headed for a relatively soft landing. And with a general election fast approaching, we’ll discuss whether the fiscal policy landscape is likely to change.

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Webinar
Watchlist 2024 – Coups, devaluations, and the birth of a sector

with Jacques Nel and Pieter Scribante | Online | November 28, 2023

Next year will see some countries breaching breaking points. It will also see the birth of a new industry and somewhat of a renaissance in East Africa’s economic anchor. In this webinar we discuss our watchlist for 2024. Our calls include major devaluations in Ethiopia & Egypt, and the highest likelihood in decades of coups d’état in Cameroon & Tunisia. We will give our expectations regarding South Africa’s presidential elections, and discuss two decidedly positive expectations: the inception of Africa’s green hydrogen sector and Kenya getting its economic groove back.

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