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
The high-stakes election in Africa’s largest democracy

with Pieter Scribante | Online | February 23, 2023

Nigerians are heading to the polls to vote for a new president, the house of representatives, and the senate on February 25, and for their state-wide representatives and governors on March 11. These elections take place under a spectre of record-high inflation, a deepening currency crisis, dissatisfaction with the political establishment, and heightened insecurity. Incumbent President Muhammadu Buhari is term-limited and set to be replaced. There are three candidates with a realistic path to victory: Bola Tinubu from the ruling All Progressives Congress (APC), Atiku Abubakar from the People’s Democratic Party (PDP), and Peter Obi from the Labour Party. In this webinar, we explore three scenarios of the potential outcome of the election and discuss the associated policy implications.

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Webinar
Our most (and least) preferred macro stories in Latin America this year

with Gabriel Sterne and Marcos Casarin | Online | February 22, 2023

With 2023 set to be a good year for EM bondholders, we focus this webinar on the region where we think bond market can offer the best risk/reward in EM this year: Latin America. LatAm economies are ahead of the tightening curve and should debut the season of rate cuts in EM, but the region is not short of idiosyncratic risks, meaning investors will need to remain selective. Please join our Head of Global EM Gabriel Sterne and our Chief LatAm Economist Marcos Casarin as they go through the most (and least) promising macro stories in LatAm in 2023.

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Webinar
The continued risk of monetary overkill

with Ben May and Adam Slater | Online | February 21, 2023

We assess the risk of central bank over-tightening in an uncertain environment. We consider whether the level of monetary restriction could become excessive relative to what is needed to return inflation to target and the risk that the speed of tightening could cause financial market instability, looking at current key indicators and historical evidence across a range of advanced economies.

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Webinar
Unveiling our cross asset framework systematic signals strategy

with Javier Corominas and Daniel Von Ahlen | Online | February 17, 2023

In our first webinar of the year, our Head of Global Strategy Javier Corominas and strategist Daniel von Ahlen show case our new systematic signals for global asset allocation. Employing our Cross-Asset framework indicators, we present a rules-based approach to global asset allocation which outperforms commonly used benchmarks. Further, we show that the value of the signal is not confined to the fixed income/equities space but can also be used to inform multi-asset/factor strategies, adding to the robustness of the signal.

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Webinar
Eurozone dodges winter bullet but outlook will remain challenging

with Angel Talavera and Tomas Dvorak | Online | February 14, 2023

European sentiment is improving quickly, as a warm winter and a remarkable effort in reducing gas consumption has erased the prospects of energy rationing during the winter. The improved prospects for the industrial sector means the euro area economy may avoid a recession, but beyond the outlook for energy, prospects will continue to be dominated by two other factors: the evolution of inflation and the impact of the interest rate hike cycle carried out by the ECB.

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Webinar
Can US travel defy economic gravity?

with Adam Sacks | Online | February 8, 2023

Both leisure and business travel have rebounded with impressive strength over the past year. However, recession tremors and persistent inflation loom large and threaten the continued recovery of travel. Adam Sacks will share Tourism Economics’ latest views on the economy, the mindset of travelers, and expectations for the evolution of travel.

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Webinar
UK Macro – Where now for the MPC?

with Andrew Goodwin and Edward Allenby | Online | February 6, 2023

With inflation having past its peak and growing evidence that the labour market is beginning to loosen, the BoE is getting close to the end of its hiking cycle. In this webinar we react to the February MPC meeting and discuss how it has impacted on our interest rate forecasts.

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Webinar
Africa: What to expect from elections in 2023

with Pieter Scribante, Louw Nel, Francois Conradie and Zaynab Mohamed | Online | January 31, 2023

Thirteen African countries are scheduled to hold presidential or legislative elections this year. This webinar will focus on the four elections of greatest potential impact: Nigeria, home to the largest population in Africa; Zimbabwe, where the fractious and unloved Zanu-PF has already unleashed violence on its opponents; Gabon, where President Ali Bongo may try (again) to cheat to get a third term; and the DRC, where armed conflict is complicating the already massive task of registering 50 million voters across a territory the size of Western Europe. We will also touch on the elections in Eswatini, Libya, and Madagascar.

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Webinar
Key Themes for Canada in 2023: A year in recession

with Tony Stillo and Michael Davenport | Online | January 26, 2023

Canada has likely just entered a moderate recession that will last for much of 2023. Prevailing household debt and housing imbalances will mix with pandemic and geopolitical forces to make Canada's recession deeper than most advanced economies. We expect GDP will contract by 1.3% in 2023, well-below consensus expectations, with six key themes featuring prominently.

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Webinar
European travel – the rising importance of long-haul travel – ETC Q4 trends and prospects

with Dave Goodger, Jennifer Iduh and Chloe Parkins | Online | January 25, 2023

The strong travel rebound in 2022 is expected to continue into 2023, albeit at a slower pace and with a shift in the importance of source markets. Advanced economy recession will dent recovery, but pent-up demand remains evident for major markets and there remains some continuing normalisation of travel patterns. Growth in transatlantic travel has been a recent area of success for European destinations, while we can now look forward to returning visitors from Asia Pacific with some more clarity.

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Webinar
Global Climate Service: Climate Catastrophe

with Felicity Hannon and David Winter | Online | January 25, 2023

The Global Climate Service quantifies the macroeconomic impacts of five climate scenarios against a stated policies baseline. These scenarios help businesses understand the trade-offs and implications of climate mitigation. This quarter our new scenario – Climate Catastrophe – underscores the costs of climate inaction. It models a high-emissions pathway by which global warming, temperature volatility and more frequent extreme heat events cause severe physical damages that accelerate over time.

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Webinar
Middle East 2023 outlook: The shine comes off GCC recovery

with Maya Senussi and Scott Livermore | Online | January 24, 2023

The 2023 outlook for the GCC region will not compare to last year's spectacular expansion. OPEC+ policy has weakened prospects for the oil sector, while rise in domestic financing costs will contribute to the slowdown in non-oil recovery. That said, growth will remain firmly positive, underpinned by diversification efforts, in contrast to many advanced and emerging markets.

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Webinar
Frontier market outlook: some attractive valuation gaps

with Gabriel Sterne, Regis Chatellier and Tatiana Orlova | Online | January 19, 2023

After a difficult 2022, this year looks quite promising for some EM high yielders given attractive valuations and positive momentum. Those covered include Angola, Nigeria, Egypt, Armenia, Georgia, El Salvador, and Sri Lanka.

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Webinar
Russia’s response to the oil price cap

with Tatiana Orlova and Gabriel Sterne | Online | January 13, 2023

Russia’s initial response to the EU embargo and the EU-G7 oil price cap suggests that it seeks to avoid further damage to its oil output and exports in the current circumstances. Global oil prices have barely responded to early signs of a collapse in Russian crude exports. Perhaps the worrying supply signals have been offset by weakening global demand.

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Webinar
Key Themes for Cities in 2023: Asia Pacific, Europe, North America

with Aedan McCotter and Richard Holt | Online | January 12, 2023

As the world economy faces economic slowdown, with many advanced nations experiencing recession, one key theme for cities in 2023 is bound to be the existence of safe havens: cities whose growth will be less damaged than most, or which may prove to be more resilient than their national economies. Possible factors include their industrial structures, the resilience of their consumer sectors and of their housing markets, and likely trends in their visitor economies. In this webinar we will explore these issues, and identify from a city perspective what to look out for as 2023 unfolds.

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Webinar
US: 2023 Key Themes – Will the landing be hard or soft?

with Ryan Sweet and Oren Klachkin | Online | January 11, 2023

The US economy will need a lot of luck to avoid a mild recession this year because the headwinds are about to intensify. Historically, in bouts of high inflation and a weakening economy, the Fed has been slow to ease monetary policy. Therefore, we don’t anticipate the Fed cutting interest rates anytime soon and though there is a path to a soft landing, it’s narrow.

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Webinar
Meeting the challenges of new US regulation linked to climate change

with Jake Kuyer, Felicity Hannon, Neil Walker and Alex Mackle | Online | January 10, 2023

The regulatory environment surrounding climate change is shifting rapidly, with the SEC proposing new climate related disclosure requirements and the Fed announcing the introduction of climate stress testing. Join our panel of experts, as they discuss the implications of the new regulatory environment and how best to meet the challenges and opportunities these developments will create.

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