EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      

EM Macro & Commodities Conference

Totem Macro

Wed 10 Mar 2021 - 14:00

Topics

Keynote Address - A Generational EM Bottom with Whitney Baker

How to Play EM in a Post-Vaccine World with Whitney Baker & Christopher Granville

The Commodity Super Cycle - Fact or Fiction? with Kathleen Kelley

The Energy Transition: EM Opportunities and Risks with Grace Fan

South Africa with Peter Attard Montalto

Turkey with Zek Ozturk

CEE4 & Ukraine with Andras Radnoti & Barnabas Mester

Russia with Tatiana Orlova

Brazil with Constance Malleret

Q&A Session

An Introduction to IRF with Edward Blad