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EVENTS:   How is this Energy Price Shock Different to '22 and Why Climate Change is Still Not Priced into Markets - David Owen/Saltmarsh Economics & Marchel Alexandrovich/Saltmarsh Economics - 28 Apr 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26      
How is this Energy Price Shock Different to '22 and Why Climate Change is Still Not Priced into Markets

28 Apr 26 10:00 EST / 15:00 BST / 16:00 CEST

Saltmarsh Economics
David Owen   David Owen Founder & Chief Economist David was formerly Chief European Economist, Jefferies and before that, Chief Economist, Developed Markets, Dresdner Kleinwort. For many years he Chaired the Investment Committee of Save the Children, UK (2008-2016), and formerly served on the Council of the Society of Professional Economists (2006-2012).  David first met Marchel at Dresdner Kleinwort, as part of their highly ranked Global Macro team, including being Number 1 ranked for UK and European economics in surveys such as International Investor, Greenwich, Reuters, and Extel.
Marchel Alexandrovich   Marchel Alexandrovich Partner & European Economist Before joining Saltmarsh Economics, Marchel was a Managing Director and a Senior Economist at Jefferies. Prior to that he was an economist in the Chief Economist’s office at Lloyds Banking Group, and after graduate studies at Oxford, Dresdner Kleinwort.  Marchel first met David at Dresdner Kleinwort, as part of their highly ranked Global Macro team, including being Number 1 ranked for UK and European economics in surveys such as International Investor, Greenwich, Reuters, and Extel.
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Where's the Puck Going?

05 May 26 12:30 BST

Aitken Advisors
James Aitken   James Aitken Founder James founded macroeconomic consultancy Aitken Advisors LLP in 2009 after a lengthy sell side career advising risk-seeking institutional investors about financial system fault lines. Previously, James worked for UBS, AIG, JPMorgan and Macqaurie.
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Acceleration in the Energy Transition

12 May 26 10:00 EST / 15:00 BST / 16:00 CEST

CHA-AM Advisors
David Scott   David Scott Founder David spent six years as a commercial banker in various overseas branches of Lloyds Bank followed by two years with research consultancy Tara Siam, before joining WI Carr in Thailand as Chief Representative in 1989. He moved to Hong Kong in 1994 where he spent 8 years as WI Carr’s Chief Regional Strategist and two years as Head of Regional Strategy for Deutsche Securities before establishing Cha-Am in 2004. Over the past 25 years David has been recognised by numerous investor polls as one of the top strategists and equity analysts in Asia.
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