Events and Webinars

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

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Webinar
City tourism: the slow road to recovery

Online | May 27, 2021

City destinations have been harder hit by the pandemic to date due to a typical reliance on more international and business travel while leisure travellers have sought out less crowded destinations, with more available outdoor activities in the early stages of recovery. Current impacts and expected future trends will be discussed in this session, looking at cities relative to wider travel demand, as well as a ranking of top destination cities.

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Webinar
Workforce composition and economic productivity in Africa

Online | May 25, 2021

Much has been said about the ‘demographic dividend’: how disposable income increases as the dependency ratio in a country goes down. Less work has been done on the influence of demographic changes – specifically, a maturing workforce – on economic productivity. This webinar will summarise a simplified analysis of how, in developed countries, the maturing of the demographic profile has been associated with increased economic productivity. Next, we will go over the demographic forecasts for Africa and consider what they may mean for future economic output on the

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Webinar
Tracking the recovery across European cities

Online | May 24, 2021

The impact of the pandemic has been uneven across European city economies and the path to recovery will also vary. In this session, we will explore how cities have fared across the continent and present key themes shaping the outlook.

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Webinar
UK Macro, Cities and Industry Outlook

Online | May 20, 2021

Spring appears to have firmly sprung for the UK economy, with the speedy rollout of vaccines and a relaxation of restrictions promising a rapid rebound in activity from 2020’s Covid-related slump. But the outlook for the economy is hardly short of uncertainties. To what extent will households dip into savings accumulated during lockdowns and fuel a hoped-for consumer rebound? Will a resurgence of inflation prove a spectre at the feast? How worried should we be about the dangers of persistent “scarring” to the economy’s capacity as a result of the pandemic? And how will the housing market fare in a post-Covid world? Join us, as we explore these questions, and more, from a macro, sectoral and regional perspective.

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Webinar
European retail and consumer spending outlook and trends in the post-COVID world

Online | May 19, 2021

The pandemic has caused fundamental shifts in the macroeconomy and consumer behaviour across Europe. But are these trends here to stay and what is the consumer outlook over the short and medium-term? In this session, we will explore the big picture macro and consumer & retail sales outlook, prospects for excess savings fuelling a mini consumer boom, changing composition of consumer spending, the rise of online shopping vs in-store, tourism developments related to the consumer sector and the sub-national regional patterns of consumer spending.

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Webinar
Will air travel take off again in 2021

Online | April 27, 2021

Tentative recovery in air travel is still set to begin in 2021, but more slowly than in earlier forecasts and growth is far from uniform across markets. Vaccine roll-out is continuing, but the slow and uneven pace highlights that vaccinations alone will not be sufficient to fully restore pre-pandemic trends. The outlook and risks will be discussed by country and region, along with key drivers for growth.

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Webinar
Eurozone: A rebound in the second half of the year is still on the cards

Online | April 21, 2021

The eurozone has been heavily affected by the pandemic crisis and the economic recovery remains highly linked to the health situation. We still expect a strong rebound in the second half of this year, with lockdown restrictions being gradually eased and activity picking up pace across all the sectors of the economy. Tourism activity will also resume in 2021, but remaining below pre-pandemic levels. However, the magnitude of the rebound will depend on the success of the vaccine campaigns across the bloc; ongoing obstacles to vaccine production and distribution represent major downside risks for the recovery at this time. On the other side, a potential strong rebound in private consumption could improve the boost later this year and in 2022.

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Webinar
Shining a spotlight on key African economic sectors in the post-Covid-19 world

Online | April 20, 2021

The Covid-19 shock upended the African growth model, with the short-term drivers of growth shifting towards government consumption as supply-chain severance disrupted industry. However, did the pandemic change the face of the growth model over the longer term, too? Covid-19 served as a catalyst to lower the barriers to financial inclusivity, cashless transactions, and technological advancement, but the ripple effects of the pandemic extend beyond the services sector. Delving into the more granular details of the sectoral outlook, we investigate which subsectors may emerge as long-term winners and which ones might be left behind in the post-Covid world.

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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
Inflation risks and the global monetary boom

Online | April 14, 2021

Are markets right to have become more nervous about inflation risks, and is the global monetary boom still no reason to panic? We examine these two linked questions, looking at the causes of current rapid money supply and credit growth, reassessing the arguments as to why this might not be a danger signal, and outlining our view on the extent of inflation risks over the next year or two.

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Webinar
Mapping Africa’s consumer spending landscape

Online | March 30, 2021

Urbanisation and pockets of increased socio-economic development have resulted in African cities becoming hotspots from a consumer spending perspective. The concentration of individuals increasingly enjoying a rise in discretionary income provides market potential far exceeding that seen outside of these geographies. In this webinar we map Africa’s consumer spending landscape by showing in which cities the most spending is taking place and exploring where we can expect to see the strongest growth in consumer spending over the next decade.

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Webinar
Global outlook: Too early to write off a Goldilocks rebound

Online | March 22, 2021

Developments since the beginning of the year have prompted us to revise up substantially our global GDP forecast for 2021. But despite the more optimistic outlook and rising headline inflation, we are still sceptical that a sustained period of high inflation is around the corner. In this webinar we explore the likely recovery path from here and the risks around it as well as the likely response of policymakers to the recent economic and financial market developments.

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Webinar
Fed’s 2021 Challenges: Millions unemployed and fears of spiraling inflation

Online | March 18, 2021

The Fed’s new monetary policy framework is being tested by rising expectations of faster economic growth and inflation. However, despite improvements in health conditions, vaccine dissemination, and significantly more fiscal stimulus, we don’t foresee a “large and persistent” rise in inflation or quick recovery in the labor market. This means the Fed will maintain its very accommodative policy stance.

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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
Will 2021 mark the end of the lowflation era?

Online | February 16, 2021

A key uncertainty for 2021 will be the response of inflation to the disruption caused by the pandemic and this year’s likely strong economic recovery. While headline inflation is already beginning to climb and looks set to rise further in the months ahead, our view is that any pick-up in underlying inflation pressures will be far less dramatic and that the likelihood of sustained above target inflation is still relatively small.

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