Q2 2025 Asset Manager Virtual Roundtable

I am delighted to invite you to our Q2 2025 Asset Manager Virtual Roundtable, hosted by Innes McFee, Global Chief Economist. Innes will be joined by Ryan Sweet, Chief US Economist, Javier Corominas, Head of Global Macro Strategy, and Oliver Rakau, Chief European Economist.

Together, they will offer their views on important developments in key advanced economies and their implications for both developed and emerging markets. They will also spotlight the important research clients should look out for over the coming weeks.

📅 When? June 4th at 4pm BST
📍 Where? ON24
⏳ Duration? 45 Minutes with Q&A

We encourage you to bring questions on any macro or strategy topic of interest. To start the discussion, Innes will introduce some of our most frequently asked client questions:

• Can risk assets continue to outperform amid ongoing policy uncertainty?

• How big is the lasting hit to growth from tariffs?

• Is US exceptionalism still intact?

Innes McFee

CEO

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Javier Corominas

Director of Global Macro Strategy

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Oliver Rakau

Deputy Head Europe, Macro

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Ryan Sweet

Managing Director – Macro Forecasting and Analysis

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