[Webinar] Macro Strategy - Positioning for late cycle dynamics
Topic: The Russian invasion of Ukraine means the Dollar and other global risk-free assets will...
Posts about Strategy
[Webinar] Bond yields to peak this year
Topic: In our first webinar of the year, our strategists Javier Corominas and Daniel Grosvenor...
[Webinar] High conviction global strategy calls for 2022
In our final webinar for the year, our strategists Javier Corominas, Daniel Grosvenor and Regis...
[Webinar] Key trends for Emerging markets in 2022
We discuss the key issues that make 2022 such an important phase of EMs’ bumpy ride back to its...
[Webinar] What’s next for Emerging Markets?
We will go over the key challenges and opportunities in EM for next year. In Brazil, we will take a...
[Webinar] Frontier Markets: Why we overweight the Alpha generation
As global inflation and core rates are under pressure, the return to the pre-Covid situation is...
[Webinar] Global Strategy Webinar: Opportunities amidst the uncertainty
Topic:We explain why our asset allocation remains overweight global equities despite slowing...
[Webinar] Boosting returns on EM bonds through term-premia
During this webinar, we highlight a simple trading rule we have developed internally based on the...
[Webinar] What can alternative data tell us about relative economic performance?
Topic: The speed with which the COVID-19 pandemic impacted the global economy forced economists to...
[Webinar] Mid-cycle dynamics: Assessing the macro strategy implications
Topic:We discuss the implications of the Jackson Hole symposium, and recent developments for macro...