EVENTS:   Trumpire and Cold War II - Niall Ferguson/Greenmantle - 18 Sep 25   East Asia: Will consumption ever rise? Will exchange rates ever appreciate? - Paul Cavey/East Asia Econ - 23 Sep 25     ROADSHOWS: Global ESG and Impact-Investment Trends with Contrarian Trades in the Energy Transition Space - François Boutin-Dufresne & Félix-A. Boudreault /Sustainable Market Strategies   •   New York • 20 - 24 Oct London   22 - 24 Sep 25       US Healthcare & Merger Arbitrage Catalysts - Tommy Barletta /Aldis Institutional Services   •   London   22 - 23 Sep 25       East Asia Macro Outlook: China, Taiwan, Japan and South Korea - Paul Cavey /East Asia Econ   •   London   23 - 24 Sep 25       L/S Defense Europe’s Military Spending U.S. Strategy and Geopolitical Risks - Col. Jeffrey McCausland /Hedgeye   •   London   24 - 25 Sep 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   25 - 26 Sep 25      

The Risk On Cycle Global Easing and Cyclical Upside

Variant Perception

Wed 29 Oct 2025 - 15:00 BST / 10:00 ET / 16:00 CET

Topics

● Macro backdrop flips risk on as liquidity builds worldwide

● Recession risks recede with the growth scare fading

● Dollar rebound and higher yields shape the tactical view

● Equities back in favour with selective plays in energy, healthcare and EM