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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
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
Understanding climate change from a global to local perspective

with Alex Mackle, Barbara Byrne Denham and Ben Wright | Online | January 28, 2022

Join us as we bring together important perspectives and analysis on climate change for US policy-makers and business decision-makers. Lead Economist Alex Mackle will explain our recent research on modelling the economic impact of climate change, climate change scenarios, and our new Global Climate Service. Senior Economist Barbara Denham will discuss the potential impact on population growth and demographics for US states and metros. Ben Wright, Senior Research Manager for Thought Leadership, will share key findings and best practices from our most recent studies with SAP, the Consumer Technology Association, and EY on how companies should re-think their approach to climate change and make their operations more sustainable.

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Webinar
Russia and Ukraine: Geneva stalemate isn’t an endgame

with Tatiana Orlova and Gabriel Sterne | Online | January 26, 2022

Russian and Ukrainian markets have probably overreacted to the apparent failure of the Geneva talks between the US and Russia. Geopolitical risks in the region remain elevated. But given the high potential cost of a military action, we believe Russia is more interested in continuing negotiations with the US and Nato than in attacking Ukraine.

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