Sino-African relations have improved following Trump’s protectionist tilt. Next year, those relations will start showing strain as African industrialisation efforts run up against China’s desire to find alternative export markets.
Archives: Webinars
Prospects appear solid for industry in 2026 at an aggregate level, but we expect activity to remain regionally and sectorally divergent. Some factors that insulated global industry from rising tariffs and uncertainty this year—like order front-loading—have subsided. But at the same time, there are a host of factors that should offer support through 2026, including still-strong AI equipment spending and a more growth-friendly policy mix in the US. Chinese manufacturing will retain strength, creating downside risk for Europe and advanced Asian economies.
We expect 2026 to be another challenging year for the UK economy, with our GDP forecast being towards the bottom of the consensus. Join us for this webinar where we’ll set out the key themes that we expect to shape the outlook for the UK economy in 2026.
Our view remains that US economic exceptionalism will continue in 2026. We have a high conviction that GDP growth there will strongly outperform the consensus. In this webinar, we explore these themes, which centre around the rewiring of global trade, the ongoing AI boom and the potential role of policy in shaping economic surprises.
In this webinar we will review the latest air passenger demand trends and outlook, and the macroeconomic backdrop which underpins the outlook. We will also discuss the range of geopolitical and macroeconomic risks currently facing the industry and the demand impact should such risks materialise.
Tariffs have weighed on global economic growth, curbing trade and business investment as well as slowing the pace of monetary easing. But AI-driven investment is helping provide an offset. Against this backdrop we discuss the outlook for the global valves & actuator market.
A jobless expansion will contribute to the bifurcated economy in 2026, which will be another year where the health of the economy depends on who you ask.
The Scenarios and Modelling team highlight the unique features of our Global Economic Model that make it perfectly suited to support you with this upcoming reverse stress test scenario exercise.
The Chancellor will present her latest Budget on November 26. We expect Rachel Reeves to tighten fiscal policy significantly as she deals with unfavourable forecast revisions from the Office for Budget Responsibility and potentially seeks to increase her headroom. Tax rises are likely to account for the bulk of the tightening. Join us for our analysis of the implications for the economy and our take on whether financial markets are likely to be satisfied with the Chancellor’s approach.
In our Q4 Megatrends Scenarios update, we introduce Global Rebalance, a scenario where political interference weakens the Federal Reserve’s independence and delayed fiscal action drives US debt higher, undermining the dollar’s global dominance. Meanwhile, China opens its financial markets and strengthens its role in global trade, accelerating the path toward de-dollarisation.
Webinar GCC+Turkey: 5 themes for 2026: Refocusing on domestic priorities
International travel to Latin America is set to remain stable next year across the region as a whole. But when we delve into the detail, we see diverging trends across each of the sub-regions. Join us as we discuss recent travel trends across Latin America and identify the key drivers of the outlook for 2026.
We’ll unpack the full journey from selecting credible climate scenarios and securing Board approval, to quantifying business impacts and communicating outcomes effectively to investors, regulators, and other stakeholders.
Whether you’re establishing your scenario framework or strengthening an existing one, this series will equip you with the tools, clarity, and confidence to integrate climate scenarios into both sustainability reporting and long-term strategic decision-making.
Within emerging markets, we shall highlight some of our high conviction calls, Emerging Asia are the quiet winners of trade rewiring so far, while we shall argue that Mexican demand will be held up by a new trade deal. We will share our analysis of key frontier markets, which currently offer a mixture of lucrative rewards (eg. Egyptian bonds), solid performance(Pakistan’s IMF programme) and some truly shocking debt stories (Senegal’s debt).
Outbound travel from China continues to progress, albeit at a more gradual pace than previously hoped. Nevertheless, full recovery is expected in coming years, and China will continue to be a key driver in growth for international tourism to many destinations. We’ll discuss the implications of this recovery for international tourism destinations in the APAC region and the long-run potential for Chinese outbound travel in decades to come.
From soaring energy costs and rising trade barriers to ageing populations and a deepening housing crisis, Europe’s cities are under mounting pressure. With the next update to the EU Agenda for Cities and the landmark launch of the Affordable Housing Plan expected in December 2025, we invite you to join this discussion, where our expert panel will unpack which cities face the greatest risks, assess whether Europe’s policymakers are equipped to tackle these challenges, while also highlighting potential growth opportunities across the continent
Australia’s data centre boom: navigating growth, capacity, and AI impact
Australia’s construction sector is being reshaped by the explosive rise of artificial intelligence and the surging demand for data centres. As investors and policymakers grapple with capacity, supply, and infrastructure challenges, this round table brings together Alex Hooper, Timothy Hibbert, and Dr Nicholas Fearnley to unpack the forces driving this transformation.
The global economy has weathered the initial tariff storm better than many feared. But the full impact is yet to be felt. As existing tariffs linger, new sector-specific duties take effect, and US-China tensions re-emerge, global trade is set to contract next year.
Join us as we discuss how city tourism has performed in 2025 amid a slowing economic backdrop and elevated uncertainty as we take a look at recent trends and the outlook for 2026. We will explain the regional trends and look at some early indications of how AI might play a growing role in travel behaviour.
There has been unusual uncertainty in the US economic backdrop in 2025 as GDP has slowed due to trade policy, while the dollar has weakened.
This is having significant impacts on travel to the US, but so far outbound travel has remained robust, including notable increases to European destinations. The US remains one of Europe’s most valuable long-haul markets.
In this webinar, ETC, Tourism Economics and Miles Partnership will explore the latest trends and outlook for US travel to Europe. This will include the latest market sizing and forecasts from Tourism Economics, as well as data on traveller characteristics from Miles Partnership, including motivators, deterrents and planning patterns.
