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Webinar
Frontier markets outlook: Looking for opportunities after the rally

with Evghenia Sleptsova, Sergi Lanau and Irmgard Erasmus | Online | May 1, 2024

In this webinar we will discuss which frontier markets still offer value in the wake of an extraordinary rally since October, and which have become too expensive, in our opinion. We will also offer further insights into the cases of Argentina, Nigeria, Ukraine and others.

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Webinar
Finding value in frontier market sovereigns

with Evghenia Sleptsova and Sergi Lanau | Online | January 16, 2024

In this webinar we will discuss which frontier markets are likely to default next year, and which have the capacity to keep servicing their debt and thus offer value to investors. We will also offer country-specific insights on Ecuador, El Salvador, Egypt, Ukraine and others.

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Webinar
European Travel Trends & Outlook – focus on the impact of the Russia-Ukraine war

with Dave Goodger, Jennifer Iduh and Chloe Parkins | Online | April 20, 2023

It has now been over a year since Russia invaded Ukraine and war continues with no clear or immediate end in sight - impacting on a wide range of economic activities and countries. In this session we will explore the impact of the ongoing conflict, and related policies on travel and especially for European destinations and implications for recovery. Other travel trends and performance will also be discussed.

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Webinar
Russian gas exports: the past, the present and the future

with Evghenia Sleptsova and Tatiana Orlova | Online | September 8, 2022

Gazprom, which has drastically reduced gas flow via Nord Stream 1, is seeking EU guarantees that the latter won’t impose sanctions. Such promises may not be forthcoming, however, so Gazprom could stop exporting gas via Nord Stream 1 to Europe in the coming weeks. But Russia is stuck with a pipeline system built to supply Europe. Notwithstanding the present gas war, it's in Russia's interest to continue providing Europe with gas while it builds new pipelines to Asia. Therefore, we see the scope of an easing of the gas crisis in the coming months.

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