UPCOMING EVENTS: The World is Changing and It is Changing Fast - 06/07/2022, Breaking the Yield Curve - 07/07/2022, What Comes After the stagflation? - 13/07/2022, Classical Macro Research - Monetary Dynamics and the Interplay Between the U.S. and China - 18/08/2022, Security and Geopolitics Research with a Focus on MENA and Terrorism - 08/09/2022,

Upcoming Events

Previous Events

Stock Markets and Investments 2022 : Don't Let A Good Investment Crisis Go To Waste
30/06/22

Joel Litman

“Liquidity Is Terrible” (FT June, 2022) …But It’s Set To Get Much Worse
27/06/22

Michael Howell

Crypto Oversight and Regulatory Arbitrage: Views from Washington, Brussels & London
21/06/22

Ian Katz

Gergely Polner

Equity Shorting Conference
16/06/22

Mark Hiley

Eric Fernandez

Rickin Thakrar

Brent Miller

Neeraj Monga

Teun Teeuwisse

The Pandemic Brings the Curtain Down on Secular Stagnation
14/06/22

Gerard Minack

The World Wants Canada's Energy – Canadian Utilities and Infrastructure Sector Outlook
07/06/22

Darryl McCoubrey - Head of Research and VP Utilities & Infrastructure

Anthony Scilipoti - President & CEO

Is The New Jay Powell The Same as the Old?
26/05/22

Danielle DiMartino Booth

No Boom, No Bust, Slowing Inflation, Rising Interest Rates and Range-Bound S&P500
25/05/22

Jason Benderly

TMT Best Ideas Conference
19/05/22

Brett Simpson

Robert Graham-Brown

Richard Windsor

Craig Huber

Tom Morphis

Michael Fox

Pelham Smithers

Eric Kress

Japan Macro and prospects for the Yen
17/05/22

Ryoji Musha

From Late Cycle to Recession
11/05/22

Phil Suttle - Founder & International Economist

Financial and Economic conditions seen through the Banking sector
26/04/22

Charles Peabody

Brent Erensel

US Macro Landscape - Despite the obvious headwinds, It’s still the best shelter in the storm
20/04/22

Neil Dutta - Head of US Economics

Steve Pavlik - Head of Policy

Portfolio Doctor: Fractured Banks, Autos and Tech but Energy and Defensive Sectors Are Healthy
14/04/22

Michael Belkin

Geopolitics – The West vs Russia
05/04/22

Niall Ferguson

Everything Looks Different Today
31/03/22

James Lucier

Ian Katz

Rob Smith

Robert Kaminski

Byron Callan

The Global Economic and Financial Landscape Post-Ukraine
30/03/22

Preston Llewellyn

Dr John Llewellyn

Saul Eslake

Inflation, Recession or Both?
24/03/22

Derek Sicklen

Dr. Frank Shostak

Mega-Thematics - Climate, China, Digitization, and Demographics
23/03/22

Paul Krake

Energy Crisis: The Pendulum Swings
21/03/22

Mark Latham

EM Macro Conference
16/03/22

Manoj Pradhan

Gergely Polner

William Hess

Song Gao

Shumita Sharma Deveshwar

Marcos Buscaglia

Hani Sabra

Peter Attard Montalto

Mike Harris

The Year of the Tiger is Biting Hard
10/03/22

David Rosenberg

Russia Ukraine Crisis and Implications for Europe
09/03/22

Wolfgang Munchau

China Policy Easing in '22? A Look Inside China Beige Book's Latest Credit Data
02/03/22

Leland Miller

It’s All About Financial Conditions
24/02/22

Julian Brigden

Liquidity Liquidity Liquidity
23/02/22

Patrick Perret-Green

Keep it Simple - It's All About Energy
17/02/22

Kathleen Kelley

Fashion Shift to Drive Healthy U.S. Retail Sales in 1H 2022
10/02/22

Mark Friedman

Marni Shapiro

China A-Share Investment Outlook
10/02/22

Don Ma

Top Biotech Shorts and Longs for 2022
09/02/22

Aaron Fletcher

AgTech Opportunities
08/02/22
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The Liquidity Threat Looming Over Markets in 2022
04/02/22

Michael Howell

Talking Shop: Browsing for High Yield Retail Bargains
03/02/22

Wolfgang Felix

This Time, it IS Different: Risk and Opportunity in 2022
02/02/22

James Aitken

Outlook for 2022: Fundamentals Will Matter, Time to Do your Diligence
27/01/22

David Trainer

European Politics and Geopolitics, Inflation and Fiscal Reform in Europe, Regulation and Crypto in 2022
26/01/22

James McBride

Hugo Coelho

Gergely Polner

The Market is All-in on a Return to Lowflation. It’s Wrong
25/01/22

Gerard Minack

Is the Bull Market for Oil Over?
20/01/22

Mike Rothman

Chemicals: Your Window on the World
13/01/22

Paul Satchell

2022 Outlook
12/01/22

David Murrin

Biden’s Act 2
08/12/21

James Lucier

Kim Monk

Ian Katz

Robert Kaminski

Byron Callan

Rob Smith

Is the great post-pandemic bull market over?
02/12/21

Donald Luskin

IRF Shorting Conference Call
01/12/21

Zhiping Zhao

Jon Telgener

Thomas Chanos

Kurt Feshbach

Britt McLoy

Dr Elliot Favus

Slump-flation in 2022?
24/11/21

Michael Howell

Cybersecurity, Cryptocurrencies and Safely Navigating the Metaverse: Digital Security and Asset Scarcity Underpinned by Blockchain Payments Architecture
23/11/21

Sean Maher

Behavioural Sciences and the Psychology of the Sell
18/11/21

Herman Brodie

EU Net Zero equity plays: boring high voltage interconnectors offer long term FCF & returns, hyped hydrogen electrolyzers don’t
17/11/21
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Looking at the big supply side issues with Big Data
10/11/21

Jeffrey Young

Inflation, Terminal Rates and the Central Bank Peloton
03/11/21

Manoj Pradhan

The Gold and Silver Bull Market is Not Over
02/11/21

Jeffrey Christian

Emerging Markets Conference Call
21/10/21

Hani Sabra

Zekeriya Ozturk

Peter Attard Montalto

Christopher Granville

Menzi Ndhlovu

Disrupting the Financial Services Industry
20/10/21

Marc Rubinstein

Stagflation, Disinflation, Divergence - Key Themes for 2021Q4 and on into 2022
19/10/21

Andrew Hunt

Safe As Houses: European HY Real Estate Bombs
14/10/21

Wolfgang Felix

Japanese Market Impact under New Prime Minister
14/10/21

Ryoji Musha

China vs USA; Clash of the Titans - The Panda Awakes
13/10/21

Richard Windsor

Exploring the Contemporary US Beverage Market
12/10/21

Gary Hemphill

Brian Sudano

Beyond Evergrande: Why Xi's New Derisking Efforts are China's Biggest Policy Shift in Two Decades
07/10/21

Leland Miller

Investment in a Sawtooth Pandemic Recovery
06/10/21

David Roche

China Industry 4.0: Winners from China's Regulatory Crackdown
05/10/21

Eoin Gleeson

Michael Orme

The Reflation Trade at a Crossroads
28/09/21

Brian McCarthy

German Election Special
23/09/21

Christopher Gluck

Helen Thomas

Wolfgang Munchau

Joseph de Weck

Policy Makers are Playing with Fire!
23/09/21

Julian Brigden

US Policy Catalysts: H2 2021
21/09/21

Brandon Barford & Stephen Myrow

Beat the Crowd: Major Year-End Sector Rotation Shift Has Started
16/09/21

Michael Belkin

Autos, Payments and Materials - High Conviction US Equity Ideas
15/09/21

John Healy, Kartik Mehta & Kevin Hocevar

Global Macro Trade Ideas
15/09/21

Jonathan Turek

Outlook on Chinese Capital Markets - Will Divergence Continue?
07/09/21

Josh Sheng

Is it Occasionally Wise to be Conventional?
02/09/21

Richard Edwards

Video Gaming Sector Update
01/09/21

Eric Kress

The Major Upcoming Risks to Portfolios
19/08/21

Derek Sicklen

Peter Stellios

Dr. Frank Shostak

China Factors in Base Metals
18/08/21

William Hess

Song Gao

US Equities - Navigating an Expensive Market
06/08/21

Salvatore Ruscitti

China Internet - Regulatory Risks
04/08/21

Michael Clendenin

A Post-China World: Peak Liquidity and Peak Growth?
29/07/21

Michael Howell

Why Much Higher Inflation Will be Sustained
28/07/21

David Ranson

IRF Conference on Commodities
20/07/21

Vandana Hari

Kathleen Kelley

Huw Roberts & Claire Hassall

Jeffrey Christian

Tony Robson

Mark Latham

Gaius King

Can US Retailers accelerating sales trends continue in 2H 2021
14/07/21

Mark Friedman

Marni Shapiro

China Inflation Fears, Deleveraging Pain, & Beijing's New Commodities Strategy: A Look Inside Our New China Economic Data
08/07/21

Leland Miller

The Race to Keep Ahead of the Virus / Macroeconomics / UK/EU Relations
07/07/21

James McBride

How to Play Profitable Spinoffs that The Street Misses
06/07/21

Jim Osman & Jonathan Morgan

Understanding Digital Currencies
25/06/21

Santiago Espinosa

"Peak Growth" does not mean "Peak Markets"
24/06/21

Jeffrey Young

Auto markets accelerate into an electrified and autonomous world
22/06/21

Paul Hodges

Latin America: at the start of another lost decade?
17/06/21

Marcos Buscaglia

IRF Shorting Conference Call
16/06/21

Mark Hiley

Robert Prather

Thomas Beevers

StockViews

Jay Van Sciver

Jeff Middleswart & Bill Whiteside

Inflation, Central Bank Transition, A PMI Cycle Peak, & Hedging China Risks
16/06/21

Craig Ferguson

Alternative Fuel Vehicle Rankings: Multi-Factor Model Call
10/06/21

Michael Webber

Webber Research

Rob Meaney

Greg Wasikaowski

So what’s next for the oil sector?
09/06/21

Mike Rothman

What’s Brewing in Brazil? Climate Calamity Creates Coffee Crisis
02/06/21

Judith Ganes

How Far will Reflation Go?
01/06/21

Gerard Minack

Sunspot Inflation in 2021, the Real McCoy in 2022
27/05/21

Manoj Pradhan

Can the American republic – and its capital markets – survive the nation’s flirtation with the “total state"?
26/05/21

Stephen Soukup

Fizzle Exceeds Sizzle Outside the United States…There Ain't No Inflation There
20/05/21

Carl Weinberg

Investment Opportunities in The Clean Energy Transition, From Mining to Materials Science Plays
13/05/21

Sean Maher

5G Networks / TV Streaming / Renewable Energy
12/05/21

Peter White, Caroline Gabriel & Alex Davies

Rethink Technology Research
Sector Shift: The Best Offence is a Good Defence
06/05/21

Michael Belkin

Post Covid: Successfully trading Working Capital?
05/05/21

Wolfgang Felix

What to Expect from Washington - Clean Energy, Infrastructure, Health
29/04/21

James Lucier

Kim Monk

R* and the Real Yield Vigilantes
27/04/21

Manoj Pradhan

Insight into China’s Political Economy
26/04/21

Song Gao

William Hess

The Worry or the Wow? Global Macro & Markets on Multiple time frames
21/04/21

Chris Watling

Geopolitical Shifts in the Middle East in the Context of a New Administration in Washington
20/04/21

Hani Sabra

Nanotechnology: How we are engineering life from the bottom up
15/04/21

Michael Orme

Eoin Gleeson

Intertemporal Disequilibrium and a World of Bubbles
13/04/21

Brian Pellegrini

Vaccines End Recession Begins
31/03/21

Helen Thomas

Finding Value in the Stocks 2020 Left Behind
24/03/21

Jonathan Boyar

China's Economy and Behind the Scenes of Biden Administration's Developing China Policy
23/03/21

Leland Miller

The Leading Indicator That’s Always Ahead of the Fed
18/03/21

Derek Sicklen

Dr. Frank Shostak

Staying Ahead of the Fed: Austrian Monetary Theory's Key Leading Indicator
18/03/21

Derek Sicklen

Dr. Frank Shostak

The Politics of Catastrophe
17/03/21

Niall Ferguson

No Quick Fix for the UK Predicament
15/03/21

Peter Warburton

Latest Global Macro Views
11/03/21

Phil Suttle - Founder & International Economist

EM Macro & Commodities Conference
10/03/21

Whitney Baker

Christopher Granville

Kathleen Kelley

Grace Fan

Peter Attard Montalto

Zekeriya Ozturk

Andras Radnoti

Barnabas Mester

Tatiana Orlova

Emerginomics

Constance Malleret

US Fiscal & Monetary Policy, the Economy, Inflation and Markets Outlook
09/03/21

Conrad DeQuadros

John Ryding

How Money is Evolving & What Investors Need to Know as the Banking and Payments Industries Intersect
04/03/21

Howard Mason

How long can the Pax Draghiana last?
03/03/21

Francesco Galietti

Ottoman Dreams, Libyan Nightmares, and Innocent's Folly - The Politics of Conquest
25/02/21

Brian Pellegrini

Chinese Internet, Hardware & Global Semiconductors
25/02/21

Ellen Huang

2021 Outlook: Three Cycle Tailwinds and Policy Risks
23/02/21

Barry Knapp

Two Big Issues: Is Inflation About to Break Out?/Are Assets Frothy or Even Overvalued?
22/02/21

Dr. John Llewellyn

Will the End of the Pandemic Turn Out Negative for Markets?
17/02/21

Dominique Dwor-Frecaut

Dwor-Frecaut Macro
Time to Buckle Up? - Divergent Trends & The Return of Inflation
16/02/21

Andrew Hunt

Pacific Inflation, Atlantic Stagflation – The World Diverges
16/02/21

Andrew Hunt

Will Gold Post New Highs in 2021, or is the Bull Market Over?
12/02/21

Philip Newman

2021 Oil Market Forecast
04/02/21

Mike Rothman

Collapse Looms Large
03/02/21

David Murrin

Stressed & Distressed - What to do in 2021?
02/02/21

Stan Manoukian

Independent Credit Research
Huge Opportunity In US High-Quality Mid-Cap Names
28/01/21

Matt Malgari

Can 2021 Live Up to Expectations?
27/01/21

Gerard Minack

The Illusions of Asset Inflation in 2021
27/01/21

Stephen Martus

Global Liquidity in 2021: A Warning
21/01/21

Michael Howell

The Key Geopolitical Risks of 2021 and Beyond
20/01/21

Christopher Parry

Commodities - Finally, a Bull Market
19/01/21

Mark Latham

The World's Best Trade
16/12/20

Raoul Pal

Biden joins Emily in Paris
15/12/20

Thanos Papasavvas

ABP Invest
Geopolitics - Prospects, Risks and Opportunities in 2021
11/12/20

Sarah Fowler

Money Supply, the Business Cycle and Asset Allocation
09/12/20

Peter Stellios

Dr. Frank Shostak

Derek Sicklen

Macro drives policy and policy drives markets
07/12/20

Julian Brigden

Macro trends affecting the CEE and Ukraine
03/12/20

Andras Radnoti

Barnabas Mester

Global growth and implications for EM
02/12/20

Manoj Pradhan

Shifting from Uncertainty to Analyzable Macro Risks
01/12/20

Conrad DeQuadros

John Ryding

Cold Lazarus
25/11/20

David Roche

Best Metal and Mining Stock Ideas for 2021
25/11/20

Tony Robson

David Radclyffe

The Shift to Fiscal Dominance and What it Means for Investors
24/11/20

Gerard Minack

Current Themes - The Great Moderation, Bitcoin, Treasury Bonds, Corporate Yield and the Vaccine
20/11/20

Jared Dillian

Is US Losing Global Tech Leadership to Asia?
19/11/20

Sean Maher

Has The Circus Left Washington?
17/11/20

James Lucier

U.S. Elections, Bottlenecks and Inflation
12/11/20

Brian Pellegrini

The impact of COVID on Cyber Security spending
11/11/20

Tom Morphis

Mike Rothman

Chile Economic Outlook: Walking on Ice
10/11/20

Igal Magendzo

Pacifico Research
Investing During a Pandemic & China Coming Out of the Pandemic
04/11/20

Charles Hess

Eric Zavolinsky

U.S. 2020 Elections: A Lot Is At Stake For Markets
30/10/20

Peter Perkins

The 2021 Bubble
22/10/20

Michael Howell

Outlook for Energy and Commodities – DR. Distillate is Telling Us A Different Story
20/10/20

Kathleen Kelley

Inflation Inflexion
20/10/20

Tim Bond

Tim Bond Global Speculations
U.S. Election Impact on Health Care
16/10/20

Kim Monk

Rob Smith

Gold/Silver/Copper Outlook
14/10/20

Dr. Martin Murenbeeld

Turkey and South Africa Macro
14/10/20

Peter Attard Montalto

Zekeriya Ozturk

Global Macro & Geopolitics
07/10/20

Nouriel Roubini

Rosa & Roubini Associates

Brunello Rosa

Peter Cecchini

Macro/Market Outlook and Asset Allocation
07/10/20

Callum Thomas

Global Macro & Strategy with Investment Recommendations - Occam's Razor
01/10/20

Chris Watling

China Internet Sector Review and Outlook
29/09/20

Michael Clendenin

What is the Chemicals Industry Telling Us About the Q4 Outlook?
29/09/20

Paul Hodges

Trump, Trade, Tensions & China's Economy: Assessing Risk in the run-up to the 2020 US Election
28/09/20

Leland Miller

Its Geopolitics, Stupid!
24/09/20

Thanos Papasavvas

ABP Invest
Forensic Accounting Training Presentations
24/09/20

Paul Nagy

The Big Macro Issues Going Forward: Policy and the Trajectory of Recovery
23/09/20

Russell Jones

Welcome to Fear City
16/09/20

Niall Ferguson

Velocity of People
11/09/20

Helen Thomas

ESG Megatrends in a Post-Pandemic world
10/09/20

François Boutin-Dufresne

Tesla: Why the company’s share price makes no sense and an introduction to Overstock.com
09/09/20

Nathan Weiss

The Forthcoming Change in Bond/Stock Correlation
03/09/20

Dominique Dwor-Frecaut

Dwor-Frecaut Macro
Inflation expectations: Will it be different this time?
27/08/20

Peter Warburton

Video Gaming Outlook - Holiday Expectations, Hardware Cycle and IDFA Removal
20/08/20

Eric Kress

Oil Market Outlook
12/08/20

Vandana Hari

Luxury retailers penetration in China
06/08/20

Junheng Li

China’s New Scheme for Self-Sufficiency
29/07/20

Song Gao

William Hess

Liquidity Pocket Followed By Global Growth Rocket
22/07/20

Teddy Vallee

Pervalle Macro
Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation
16/07/20

Sean Maher

The Great Chinese Challenge
16/07/20

David Murrin

China Channel Checks
08/07/20

Ellen Huang

Global Liquidity Latest: It’s A Big, Beautiful ‘V’
02/07/20

Michael Howell

Deficits, the Fed and the Post-Corona Outlook for Inflation
02/07/20

Richard Hockenson

Schumpeter’s Gale: It’s never different this time
01/07/20

Barry Knapp

Depression to Recession, Not Recovery
25/06/20

Keith McCullough

Asia After the Crisis
24/06/20

Manu Bhaskaran

Centennial Asia Advisors
The Outlook from Washington
18/06/20

James Lucier

Infinite QE: The great divide to close?
17/06/20

Andrew Hunt

UK macro
12/06/20

Philip Rush

Outlook for Gold
03/06/20

Dr. Martin Murenbeeld

Is There a Disconnect between Capital Markets and the “Real” US Economy?
02/06/20

David Ranson

China macro / National People's Congress analysis
29/05/20

Charles Su

A Dance with a Depression
26/05/20

Simon White

EM: What will it take to get to “Whatever It Takes”
22/05/20

Manoj Pradhan

Buy Buy Buy as Sentiment is far too Bearish
19/05/20

Michael Belkin

The Global Economic Outlook post Covid
19/05/20

Phil Suttle - Founder & International Economist

Primary research on China
13/05/20

Leland Miller

Investor Decisions Amid Consumer and Retail Turmoil
11/05/20

Stacey Widlitz

SW Retail Advisors
The Unfolding
06/05/20

Raoul Pal

Oil: Where Do We Go From Here?
05/05/20

Mike Rothman

China’s recovery (or not), the deteriorating state of U.S.-China relations
27/04/20

Brian McCarthy

COVID-19 - Epidemiology Analysis Shows Clear Exit Plan
27/04/20

Naresh Chouhan

COVID-19 Can Change Everything
22/04/20

Gerard Minack

It All Comes To Nought
21/04/20

Helen Thomas

Banks - Credit, liquidity, market risk, in unison
20/04/20

Daniel Tabbush

Global liquidity set to surge by 40% - What are the implications?
16/04/20

Michael Howell

Roadmap for the Allocation of Capital
15/04/20

Chris Watling

Harry Colvin

Preparing for the Inflationary Backlash
09/04/20

Peter Warburton

Where are we now? Markets are suspended but what will the AC world look like?'
08/04/20

Andrew Hunt

Understanding the sequencing of China's Policy Response to Covid-19
07/04/20

Song Gao

William Hess

Equity Investing into the Abyss
03/04/20

Jonathan Boyar

Humans are the Weakest Link. Invest in the Machines!
02/04/20

Sean Maher

A General Turn in Macro with Implications for All Markets
02/04/20

Julian Brigden

Economic and financial consequences of the crisis
27/03/20

Nouriel Roubini

Rosa & Roubini

Brunello Rosa

Oil - Taken leave of its senses
27/03/20

Mark Latham

The debt-fuelled ring of fire
24/03/20

Paul Hodges

The Effect of COVID-19 on Technology Supply Chains
23/03/20

Shannon Cross

Cross Research
Stocks, FX, Bonds, Commodities
17/03/20

David Murrin

Global Liquidity Risks in 2020 & Beyond
06/03/20

Brian Pellegrini

Divesting Out Of Oil & Towards New Opportunities
19/02/20

François Boutin-Dufresne

Energy and Mining Sectors: Palissy Advisors’ High Conviction Equity Ideas for 2020
11/02/20

Matthieu Raimbault

The China Syndrome - Thematic with Trade Recommendations
06/02/20

Sean Maher

Global Macro - More Goldilocks
29/01/20

Gerard Minack

Forensic Accounting Training Presentations - Paid Sessions
14/01/20

Paul Nagy

Global Metals & Mining Fundamental Research
13/01/20

Tony Robson

Behavioural Finance - Diversity & Inclusion
13/01/20

Herman Brodie

The madness of modern monetary policy; a.k.a where are all the bubbles?
10/12/19

Chris Watling

What happens if (and when) the global economy rebounds into 2020?
14/11/19

Phil Suttle - Founder & International Economist

Why doesn’t China embark on Stimulus? Why do Chinese credit markets remain so calm? How do balanced capital flows square with talk of a dollar shortage?
17/10/19

Brian McCarthy

5G: is this the biggest disruption in telecoms since the dotcom bubble?
03/10/19

James Ratxer

Andrew Entwistle

US Outlook: Just A “MidCycle Adjustment” For A Mid-Cycle Slowdown, Or A Major Turning Point For Both Fed Policy And The Economy?
20/09/19

Jim O'Sullivan

EM Investing At the End of the Cycle
18/09/19

Whitney Baker

Global Macro - Market Commentary. Navigating Brexit: 'What options for Boris!? No Deal, Election, Delay? In addition to Helen, hear from a Northern Ireland Specialist on how the border will be dealt with
13/09/19

Helen Thomas

Global Macro - The Dollar Recession
14/08/19

Andrew Hunt

Stock Picking: European Equity Long and Short Ideas
11/07/19

Mark Hiley

Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas
06/06/19

Matthieu Raimbault

More Goldilocks: the US expansion keeps going
05/06/19

Gerard Minack

European Long and Short Equity Ideas
24/04/19

Jules Hull

StockViews
Why a QE4 Will Happen and How Global Liquidity Will Drive Gold and Emerging Markets Higher and the Dollar Lower
26/03/19

Michael Howell

Technology Thematics - Machine Learning, AI, Neuromorphic Chips and more
01/03/19

Michael Orme

After an 'all-fall-down' year is the bad news in the price?
22/01/19

Gerard Minack

Latest Macro Insights on US, Europe, Brexit and China
21/01/19

Carl Weinberg

Jim O'Sullivan

Global Macro - Flow of Funds approach Macro Economic Analysis
12/12/18

Andrew Hunt

Growth and Inflation - The biggest risks to market equilibrium
06/11/18

Ronnie Aked

How to invest when Democracy is under threat?
17/10/18

David Roche

US vs China - Market Implications of the Coming Disruption to Global Capital Flows
12/09/18

Michael Howell

Latest Macro Insights
28/06/18

Chris Watling

Fundamental Research on Global Economic and Market Trends
19/06/18

Gerard Minack

Thematic Research and Actionable Asset Allocation
25/01/18

Sean Maher

IRF was a Media Partner for the London Value Conference
09/05/17
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IRF Co-Sponsored Global Independent Research Conference
09/03/17
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Equity Shorting Conference
Thu 16 June, 2022

Mark Hiley

Eric Fernandez

Rickin Thakrar

Brent Miller

Neeraj Monga

Teun Teeuwisse

The World Wants Canada's Energy – Canadian Utilities and Infrastructure Sector Outlook
Tue 07 June, 2022

Darryl McCoubrey - Head of Research and VP Utilities & Infrastructure

Anthony Scilipoti - President & CEO

Is The New Jay Powell The Same as the Old?
Thu 26 May, 2022

Danielle DiMartino Booth

TMT Best Ideas Conference
Thu 19 May, 2022

Brett Simpson

Robert Graham-Brown

Richard Windsor

Craig Huber

Tom Morphis

Michael Fox

Pelham Smithers

Eric Kress

Japan Macro and prospects for the Yen
Tue 17 May, 2022
Thu 19 May, 2022

Ryoji Musha

From Late Cycle to Recession
Wed 11 May, 2022

Phil Suttle - Founder & International Economist

US Macro Landscape - Despite the obvious headwinds, It’s still the best shelter in the storm
Wed 20 April, 2022

Neil Dutta - Head of US Economics

Steve Pavlik - Head of Policy

Geopolitics – The West vs Russia
Tue 05 April, 2022

Niall Ferguson

Everything Looks Different Today
Thu 31 March, 2022

James Lucier

Ian Katz

Rob Smith

Robert Kaminski

Byron Callan

The Global Economic and Financial Landscape Post-Ukraine
Wed 30 March, 2022

Preston Llewellyn

Dr John Llewellyn

Saul Eslake

Inflation, Recession or Both?
Thu 24 March, 2022

Derek Sicklen

Dr. Frank Shostak

EM Macro Conference
Wed 16 March, 2022

EM Central Banks can Ease even when the Fed is Hiking

Manoj Pradhan

Russia and Ukraine Political Update

Gergely Polner

China Post-NPC Macro and Market Outlook

William Hess

India - World’s Fastest Growth Hides Structural Flaws

Song Gao

Latin America - How Does the War in Ukraine Change the Economic Outlook

Shumita Sharma Deveshwar

The Middle East at a Crossroad

Marcos Buscaglia

South Africa - Everything Links Back to Eskom

Hani Sabra

Turkey - Palliative Policy

Peter Attard Montalto

Mike Harris

The Year of the Tiger is Biting Hard
Thu 10 March, 2022

David Rosenberg

Liquidity Liquidity Liquidity
Wed 23 February, 2022

Patrick Perret-Green

Fashion Shift to Drive Healthy U.S. Retail Sales in 1H 2022
Thu 10 February, 2022

Mark Friedman

Marni Shapiro

China A-Share Investment Outlook
Thu 10 February, 2022

Don Ma

Top Biotech Shorts and Longs for 2022
Wed 09 February, 2022

Aaron Fletcher

Is the Bull Market for Oil Over?
Thu 20 January, 2022

Mike Rothman

Chemicals: Your Window on the World
Thu 13 January, 2022

Paul Satchell

2022 Outlook
Wed 12 January, 2022

David Murrin

Biden’s Act 2
Wed 08 December, 2021

James Lucier

Kim Monk

Ian Katz

Robert Kaminski

Byron Callan

Rob Smith

Is the great post-pandemic bull market over?
Thu 02 December, 2021

Donald Luskin

IRF Shorting Conference Call
Wed 01 December, 2021

Zhiping Zhao

Jon Telgener

Thomas Chanos

Kurt Feshbach

Britt McLoy

Dr Elliot Favus

Slump-flation in 2022?
Wed 24 November, 2021

Michael Howell

The Gold and Silver Bull Market is Not Over
Tue 02 November, 2021

Jeffrey Christian

Emerging Markets Conference Call
Thu 21 October, 2021

"Is a more fragmented Middle East more stable?" with

Hani Sabra

"Turkey: Outlook going forward" with

Zekeriya Ozturk

"South Africa: A tumultuous 18-month political cycle ahead" with

Peter Attard Montalto

"Russia: Assets floating above a sea of troubles"

Christopher Granville

"5 trends to monitor in 5 key African markets" with

Menzi Ndhlovu

Exploring the Contemporary US Beverage Market
Tue 12 October, 2021

Gary Hemphill

Brian Sudano

China Industry 4.0: Winners from China's Regulatory Crackdown
Tue 05 October, 2021

Eoin Gleeson

Michael Orme

The Reflation Trade at a Crossroads
Tue 28 September, 2021

Brian McCarthy

German Election Special
Thu 23 September, 2021

Christopher Gluck

Helen Thomas

Wolfgang Munchau

Joseph de Weck

US Policy Catalysts: H2 2021
Tue 21 September, 2021

Brandon Barford & Stephen Myrow

Autos, Payments and Materials - High Conviction US Equity Ideas
Wed 15 September, 2021

John Healy, Kartik Mehta & Kevin Hocevar

Global Macro Trade Ideas
Wed 15 September, 2021

Jonathan Turek

Video Gaming Sector Update
Wed 01 September, 2021

Eric Kress

The Major Upcoming Risks to Portfolios
Thu 19 August, 2021

Derek Sicklen

Peter Stellios

Dr. Frank Shostak

China Factors in Base Metals
Wed 18 August, 2021

William Hess

Song Gao

US Equities - Navigating an Expensive Market
Fri 06 August, 2021

Salvatore Ruscitti

China Internet - Regulatory Risks
Wed 04 August, 2021

Michael Clendenin

IRF Conference on Commodities
Tue 20 July, 2021

Oil Markets Outlook: Looking beyond Covid with

Vandana Hari

How to Think About OPEC Going Forward with

Kathleen Kelley

Will Growth in Industrial Production be Enough to Sustain Commodity Market Optimism with

Huw Roberts & Claire Hassall

New Energy Vehicles And Their Potential Effects on Metals with

Jeffrey Christian

Diversified Companies, Copper Miners, Nickel Producers with

Tony Robson

ESG and Supply Chains with

Mark Latham

Fertilisers - Potash / Phosphate to Outperform with

Gaius King

How to Play Profitable Spinoffs that The Street Misses
Tue 06 July, 2021

Jim Osman & Jonathan Morgan

Understanding Digital Currencies
Fri 25 June, 2021

Santiago Espinosa

"Peak Growth" does not mean "Peak Markets"
Thu 24 June, 2021

Jeffrey Young

IRF Shorting Conference Call
Wed 16 June, 2021

Mark Hiley

Robert Prather

Thomas Beevers

StockViews

Jay Van Sciver

Jeff Middleswart & Bill Whiteside

Alternative Fuel Vehicle Rankings: Multi-Factor Model Call
Thu 10 June, 2021

Michael Webber

Webber Research

Rob Meaney

Greg Wasikaowski

How Far will Reflation Go?
Tue 01 June, 2021

Gerard Minack

5G Networks / TV Streaming / Renewable Energy
Wed 12 May, 2021

Peter White, Caroline Gabriel & Alex Davies

Rethink Technology Research
R* and the Real Yield Vigilantes
Tue 27 April, 2021

Manoj Pradhan

Insight into China’s Political Economy
Mon 26 April, 2021

Song Gao

William Hess

Vaccines End Recession Begins
Wed 31 March, 2021

Helen Thomas

The Leading Indicator That’s Always Ahead of the Fed
Thu 18 March, 2021

Derek Sicklen

Dr. Frank Shostak

The Politics of Catastrophe
Wed 17 March, 2021

Niall Ferguson

No Quick Fix for the UK Predicament
Mon 15 March, 2021

Peter Warburton

Latest Global Macro Views
Thu 11 March, 2021

Phil Suttle - Founder & International Economist

EM Macro & Commodities Conference
Wed 10 March, 2021

Keynote Address

Whitney Baker

How to Play EM in a Post-Vaccine World

Christopher Granville

Kathleen Kelley

The Commodity Super Cycle - Fact or Fiction?

Grace Fan

The Energy Transition: EM Opportunities and Risks

Peter Attard Montalto

South Africa

Zekeriya Ozturk

Turkey 

Andras Radnoti

CEE4 & Ukraine 

Barnabas Mester

Russia 

Tatiana Orlova

Emerginomics

Brazil 

Constance Malleret

How long can the Pax Draghiana last?
Wed 03 March, 2021

Francesco Galietti

Will the End of the Pandemic Turn Out Negative for Markets?
Wed 17 February, 2021

Dominique Dwor-Frecaut

Dwor-Frecaut Macro
2021 Oil Market Forecast
Thu 04 February, 2021

Mike Rothman

Collapse Looms Large
Wed 03 February, 2021

David Murrin

Stressed & Distressed - What to do in 2021?
Tue 02 February, 2021

Stan Manoukian

Independent Credit Research
Can 2021 Live Up to Expectations?
Wed 27 January, 2021

Gerard Minack

Global Liquidity in 2021: A Warning
Thu 21 January, 2021

Michael Howell