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Webinar
Frontier Markets: Trump risks cast a shadow over high-yield credit rebound

with Callee Davis, Evghenia Sleptsova and Sergi Lanau | Online | June 25, 2025

Despite the recent unwinding of the selloff in high-yield credit triggered by the April 2 Liberation Day tariffs, we remain defensive in our positioning for the asset class. In this webinar, we’ll discuss the rationale behind our positioning and provide in-depth insights on selected high-yield sovereigns, including Angola, Argentina, Senegal, and Ukraine.

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Webinar
Tariffs and turbulence: how Trump’s trade policies are reshaping commodity markets

with Stephen Hare, Kiran Ahmed, Sebastien Tillett, Jack Reid and Bridget Payne | Online | June 20, 2025

In this webinar, we check in with our key calls from the start of the year and assess the ongoing impact of Trump’s tariffs on global commodity markets and what’s in store. From energy to metals and agricultural goods, we will break down how recent macroeconomic developments and trade policies have altered pricing dynamics, disrupted supply chains, and influenced investment. We will also explore other key market developments, such as OPEC+ supply increases and the expansion of US LNG export capacity

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Webinar
Guerre tarifaire: Les économies américaine et européenne pourront-elles échapper à la récession?

with Leo Barincou and Pierre Delage | Online | June 19, 2025

La hausse historique des droits de douane décidée par l’administration américaine en avril compromet la stabilité de l’économie mondiale. L’économie des Etats-Unis est la plus vulnérable à ce choc économique auto-infligé, mais l’Europe et la Chine voient également leurs perspectives s’assombrir. Les économies américaine et européenne pourront-elles échapper à la récession?

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Webinar
Asia-Pacific industrial outlook remains cloudy despite easing China-US tensions

with Makoto Tsuchiya and Toby Whittington | Online | June 18, 2025

The agreement to lower US tariffs against China to “only” 30% may improve prospects there somewhat, but the region as a whole is still set for sluggish growth in industrial activity. Trade diversion and supply chain reorganisation may present opportunities for some countries, but the strong possibility of additional tariffs on key export sectors such as consumer electronics and semiconductors will cast a long shadow.

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Webinar
Quarterly Industry Forecast: Ongoing uncertainty continues to weigh on industry

with Max Anderson and Abby Samp | Online | June 13, 2025

While the temporary reduction in the US-China tariff rates will provide some relief to industry, our forecasts are much weaker than anticipated before the 'liberation day' tariff announcements. Policy uncertainty and the looming threat of future tariff announcements will continue to put a damper on industry in the near-term. Join Max Anderson and Abby Samp as they discuss the latest forecasts and risks for global industry.

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Webinar
Trumps Handelskrieg: Die Risiken überwiegen für Europa

with Oli Rakau | Online | June 12, 2025

Die Außenhandelspolitik der neuen US-Regierung hält die Welt in Atem. Hohe Zölle und enorme Unsicherheit bremsen die globale Konjunktur, und sind ein herber Dämpfer für Europas Exportwirtschaft. Aber die neuen geopolitischen Zwänge und die fiskalische Antworten darauf bieten auch Chancen.

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Webinar
Early look at 2026: Global outlook for corporates for the next 12-18 months

with Martina Bozadzhieva, Marcos Casarin and Alex Mackle | Online | June 11, 2025

In this webinar, we'll share our most updated outlook for key markets and sectors globally for the rest of 2025. We'll also provide an early look at 2026 for companies beginning work on their 2026 budgets. We'll cover major geographies, including US, China, Europe, and emerging markets, as well as demand trends across consumers and industry. We'll discuss tariffs, costs, and planning challenges for firms and answer questions from companies looking to inform internal planning decisions in this uncertain environment.

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Webinar
Tariff war – Opportunities for businesses in Asia

with Adam Samdin and Theng Theng Tan | Online | May 28, 2025

Trade policy uncertainty is at a historical high, with ongoing shifts in tariff rhetoric and evolving geopolitical dynamics clouding the global outlook. Export-dependent Asian economies are particularly exposed, as businesses grapple with the ripple effects of policy volatility and weaker external demand. Yet, amidst the chaos, there remains pockets of resilience and opportunities. In this webinar, Tan Theng Theng and Adam Samdin will take stock of Asia’s macroeconomic developments and spotlight areas of emerging strength across the region, delivering data-driven insights into where and how opportunities may still be unfolding.

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Webinar
City Tourism Rankings – New Records and New Challenges

with Emma Laverty, Helen McDermott and Kieran Ferran | Online | May 20, 2025

As we are looking ahead to continued travel growth, the composition of travel demand is evolving. City travel has surpassed pre-pandemic levels and is converging on longer-run trend growth rates. However, there are some significant shifts in activity and preferences within the total while uncertain tariff policies are also weighing on city tourism. In this webinar we assess our latest global city travel forecast update, how our city tourism rankings have changed, the regional opportunities for tourism growth and the impact of the latest US tariff policies.

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Webinar
Mapping China’s tariff pain to relative gains for other emerging economies.

with Louise Loo and Gabriel Sterne | Online | May 19, 2025

Trade wars are costly for everyone, but there are clear relative losers and winners. Tariffs will cripple US-China trade, and we expect China's goods trade surplus to shrink but only to a still substantial 3.2% of GDP this year and remain significant in the medium term owing to trade diversification, shifts up the export value chain, and the reduced import intensity of Chinese demand. Ironically, other than China, the relative winners list includes the very countries Trump targeted most heavily in his April 2 tariff regime: Vietnam, Cambodia, Malaysia, Pakistan, and the Philippines

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Webinar
Economic uncertainty leading to a steep drop in US industry

with Matthew Martin and Nico Palesch | Online | May 15, 2025

The US saw the largest forecast downgrade in our most recent industrial update. Policy uncertainty and financial market volatility are expected to weigh heavily on business investment, particularly in equipment and structures. In addition, the tariffs are expected to lead to a sharp increase in goods prices and import costs for US manufacturers. In the Webinar, Matthew Martin and Nico Palesch discuss the latest US macroeconomic forecast and the impact on US industry, tech, and construction.

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Webinar
LatAm será resiliente ante la desaceleración del comercio global

with Debora Reyna Garcia and Mauricio Monge | Online | May 9, 2025

La mayoría de los países latinoamericanos enfrentarán impactos arancelarios directos muy limitados, dada su menor dependencia de las exportaciones hacia EE. UU. y las exclusiones que benefician a las principales materias primas exportadas por la región. Sin embargo, posibles efectos de segundo orden, como la caída en los precios de algunas materias primas y la respuesta de China, moldearán las consecuencias. Por el momento, esperamos que la resiliencia de la demanda interna compense parcialmente la desaceleración del comercio global, con la excepción de México, donde se sentirá con mayor intensidad el impacto de la guerra comercial. Consideramos que los riesgos para la inflación derivados de la guerra comercial ahora están más equilibrados que hace unos meses.

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Webinar
US tariff hikes to cause global industrial recession

with Abby Samp and Max Anderson | Online | May 8, 2025

The significant escalation in US tariffs since early April is set to generate a shallow recession in global industry. The tariffs and surrounding economic uncertainty are set to weigh disproportionately on manufacturing activity. In this Webinar, Max Anderson and Abby Samp will explore the latest Global Industry Forecast update and the risk factors that leave a sector vulnerable to US-imposed tariffs.

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Webinar
Trump 2.0: Global Trade, Tariffs & Economic Shifts

with Innes McFee, Ben May, Geoffroy Dolphin, Jeremy Leonard, Scott McEwan and Tony Stillo | Online | May 7, 2025

In part two, of our Trump 2.0 webinar series, we explore the international consequences of President Trump’s return to power. With initial tariffs far exceeding expectations, we will discuss renewed tariff tensions, shifting alliances, supply chain disruptions and global market uncertainty. We will examine how the first 100 days have shaped the global economic landscape — and what the ripple effects may be in the months to come. We’ll focus on cross-border trade, sector-level impact, climate and the evolving role of the US to its neighbours and globally.

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Webinar
Trump 2.0: US Economy & Policy Shifts

with Ryan Sweet, Adam Sacks, Barbara Byrne Denham, Michael Pearce and Nico Palesch | Online | May 6, 2025

In the first session of our Trump 2.0 series, we turn our attention to the domestic landscape. We unpack how Trump’s early policy actions — from fiscal shifts and labour market interventions to immigration and industry-specific changes — are affecting the U.S. economy, and how tariff policies will impact local markets. We assess the immediate and longer-term consequences for states, cities, sectors, and tourism, and consider what lies ahead as the administration’s agenda takes shape.

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Webinar
LatAm got it easy in Trump’s tariffs, but pressure on Mexico continues

with Joan Domene and Tim Hunter | Online | April 29, 2025

We will examine what US tariffs mean for the region. Most Latin American countries face lower direct trade disruptions than Asian and European competitors from President Trump’s reciprocal tariffs. Lower dependence on US trade and tariff exclusions will limit direct impacts, but second round effects, lower commodity prices and China’s response will shape the fallout for the region. Mexico’s especially conciliatory stance has not yet yielded substantial concessions and downside risks to our outlook grow as Trump doubles down on attacks to its closest trade partner.

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Webinar
Asia reacts to US tariffs

with Arup Raha | Online | April 24, 2025

We draw the implications of tariffs for Asian economies, in particular how the movement in financial markets may affect real economic outcomes.

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