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
Positioning for a shallow recession

with Javier Corominas and Daniel Grosvenor | Online | September 26, 2022

We expect Q4 to be as challenging for markets as 2022 has been thus far. In our autumn webinar, 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 still poised for a turbulent period, and how credit will outperform other risk assets. As we move into 2023 we see increased opportunities for investors as policy differentiation takes hold and economic performance varies across markets, geographies and thus asset classes.

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Webinar
Macro Strategy – Positioning for late cycle dynamics

with Javier Corominas and Daniel Grosvenor | Online | March 24, 2022

The Russian invasion of Ukraine means the Dollar and other global risk-free assets will continue to be bid for the next few weeks but will ultimately unwind once the funding stress is over in money and FX swap markets. Looking ahead, we are now entering a late cycle environment, and this implies a move to a more positive stance on US duration. We remain overweight non-US equities on the back of a significant valuation and sentiment driven gap that has emerged following the risk-off price action thus 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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Webinar
What can alternative data tell us about relative economic performance?

Online | September 29, 2021

Topic: The speed with which the COVID-19 pandemic impacted the global economy forced economists to supplement their ‘traditional’ data sources with unconventional indicators. By tracking mobility data, stringency of restrictions indices and health outcomes and their relationship with GDP, employment and other key outcomes, we can now see in near-real time the economic fallout of the pandemic. The emergence of the Delta variant has made this intelligence invaluable. Asian countries with low tolerance levels for COVID are seeing growth momentum soften (and even reverse, in the case of Australia and New Zealand), while high vaccination rates have enabled an easing of restrictions in Europe and North America. In this webinar our Chief Economist, Dr Sarah Hunter and the Regional Manager for Macrobond Ian Hissey will discuss what we’ve learnt about the impact of COVID and restrictions on national economies over the last 18 months, what the alternative indicators tell us about current economic conditions, and how the recovery may evolve from here. Please note that we will be holding one webinar each for Americas, APAC and EMEA friendly time zones: APAC - Wednesday 29th September| 13:00 AEST EMEA - Thursday 30th September | 10:00 BST Americas - Thursday 30th September| 16:00 EST

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Webinar
Investment Strategy & Corporate balance sheets: short-term gain, long-term pain

with Gaurav Saroliya and Daniel Grosvenor | Online | April 19, 2021

The COVID-19 pandemic has seen the listed sector take on a record amount of debt. Policy support has made this manageable, but does it just delay the inevitable corporate distress? Join us as we discuss this and the implications for investors.We will be repeating the same webinar to cater for the difference in time zones between APAC, EMEA and the Americas:

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Webinar
Markets rattled by a discount rate shock

Online | March 15, 2021

Topic: A rapid repricing in government bond markets has rattled investors. Does this spell the end of the bull market in risk assets underway since spring last year? Join us as we provide you with the answers.We will be repeating the same webinar to cater for the difference in time zones between APAC, EMEA and the Americas: APAC - Monday 15th March | 10:00 HKT EMEA - Monday 15th March | 10:00 GMT Americas - Monday 15th March | 16:00 EST

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Webinar
Investment strategy: The case for non-US assets

Online |

Please note that we will be holding one webinar each for Americas, APAC and EMEA friendly timezones: APAC - Monday 18th January | 10:00 HKT EMEA - Monday 18th January | 10:00 GMT Americas - Tuesday 19th January | 16:00 EST Topic: The roll-out of Covid-19 vaccines and the recent Democrat victories in Georgia have helped drive a further rotation into non-US assets. We examine the factors that could help turn this recent reversal into a multi-year story.

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