Trumpire and Cold War II
18 Sep 25 15:00 BST / 10:00 ET / 16:00 CET
Greenmantle
Niall Ferguson
Niall Ferguson
Managing Director
Niall is one of the world’s leading historians and an influential commentator on contemporary politics and economics. He has published fifteen books, including The Ascent of Money, Kissinger: 1923-1968: The Idealist, and most recently, DOOM: The Politics of Catastrophe. His many prizes and awards include the Benjamin Franklin Prize for Public Service (2010), the Hayek Prize for Lifetime Achievement (2012) and the Ludwig Erhard Prize for Economic Journalism (2013).
East Asia: Will consumption ever rise? Will exchange rates ever appreciate?
23 Sep 25 15:00 BST / 10:00 ET / 16:00 CET
East Asia Econ
Paul Cavey
Paul Cavey
Economist
For 25 years Paul has been an economist working on Asia, with a particular focus on China. Starting in 1997 he worked in the Asia team at the Economist Intelligence Unit, eventually becoming Chief China Economist, with a remit for economic and thematic research. Following that, he spent seven years at Macquarie Securities as the Head of China Economics, where the focus was on equity and commodity clients. Between 2012 and 2021 he was a Macro Strategist in a global fixed income team at Wellington Management, where he also led the firm’s macro analysis and forecasting efforts on China, Japan, and Korea.
While at Wellington, his work was internally-focused. Before that he would regularly speak to the media, had a weekly column in Caijing, and contributed opinion pieces to the Wall Street Journal, Financial Times and SCMP. After first spending a year in Henan in the mid-1990s, he has now spent two decades living in the region, in Taipei, Beijing, Hong Kong and Tokyo. He is now back living in Taiwan. He is fluent in Mandarin Chinese.
Economic Boom or Bust? AI Boom or Bust?
08 Oct 25 15:00 BST / 10:00 EDT / 16:00 CET
Minack Advisors
Gerard Minack
Gerard Minack
Director
Gerard has been analysing, forecasting and advising on financial markets since 1987. His focus is the fundamental factors that usually drive investment performance: valuation, currency, monetary policy and the economic cycle.
Gerard retired from Morgan Stanley in May 2013. He had been the global cross-asset strategist and before that Morgan Stanley’s global developed market equity strategist. Earlier in his career Gerard worked at ABN AMRO and BZW (both investment banks); Syntec Economic Services, an independent research provider; and in government.
Demystifying the Fog of Trump — A Unique Perspective from Inside the Beltway
14 Oct 25 15:00 BST / 10:00 EDT
Beacon Policy Advisors
Stephen Myrow
Stephen Myrow
Managing Partner
Stephen built and managed the policy research line of business for a Washingtonbased strategic consulting firm for over four years. Stephen has also served in several federal government roles, including as a member of Treasury Secretary Hank Paulson’ senior staff during the 2008 global financial crisis.
IRF Lunch: A New Middle East?
15 Oct 25 12:00 BST
Greenmantle
Marcus Solarz Hendriks
Marcus Solarz Hendriks
Update on the Roaring 1920’s Scenario
15 Oct 25 15:00 / 10:00 ET / 16:00 CET
Yardeni Research
Edward Yardeni
Edward Yardeni
President & Chief Investment Strategist
Dr. Edward is the President and Chief Investment Strategist at Yardeni Research, where he and his team provide daily Morning Briefings on key trends in the economy and financial markets for investment decision-makers. With 25 years on Wall Street, Ed has served as Chief Economist at EF Hutton, Prudential Securities, CJ Lawrence, and Chief Investment Strategist at Deutsche Bank Securities. A leading independent strategist, he is frequently featured on CNBC and quoted in the financial press. Ed has also worked at the Federal Reserve and the US Treasury. He holds a B.A. from Cornell and a PhD from Yale, where he studied under Nobel Laureate James Tobin.
Variant Perception’s 4Q25 Leading Indicator Outlook
29 Oct 25 15:00 BST / 10:00 ET / 16:00 CET
Variant Perception
Tian Yang
Tian Yang
CEO & Head of Research
Prior to joining Variant Perception in 2014, Tian was as an equity derivatives trader for Bank of America Merrill Lynch. Tian graduated from the University of Cambridge with a degree in Economics.
