Venezuela: Outlook and Market Implications
09 Jan 26 16:00 CET / 15:00 GMT / 10:00 EST
Verisk Maplecroft
Robert Munks
Robert Munks
Head of Americas, Global Risk Insight
Eileen Gavin
Eileen Gavin
Principal Analyst (Markets team)
Eileen is the editor of the ESG+ digest, providing insights on key issues for investor clients, including sovereign debt trends in emerging and frontier markets, sovereign ESG+P, sustainable finance and bond markets, global ESG regulations, and emerging risks related to climate, nature, and biodiversity. Additionally, she serves as a principal Latin America risk analyst and sovereign debt expert, with over 20 years of experience in regional and global macro risk analysis.
Trump’s Venezuela Gamble Has Unleashed the Dogs of War
13 Jan 26 16:00 CET / 15:00 GMT / 10:00 EST
Global Forecaster
David Murrin
David Murrin
Founder
David has been a macro trader since 1986, first working at JPM on its first Prop desk and then as a founder and CIO of his Macro and Emerging Market Fund, Emergent Asset Management, for over 20 years. During that time, he has had a remarkable track record of predicting major market declines and profiting extensively from them. Short at the highs and then running with the decline in the 1998 Asian Crisis, the 2001 dot com bubble, the 2003 Argentine crisis, the 2007 bear market, the flash crash of 2011, last but not least the February 2020 pandemic risk-off crisis. However, his work not only accurately predicts these big dislocations and but also then focuses on the safe periods to then extract risk-off Alpha. Subscribing to Global Forecaster is effectively akin to having access to an outsourced but very experienced CIO, with a uniquely successful track record.
The Rise of Electric Vehicles and Robotaxis
14 Jan 26 16:00 CET / 15:00 BST / 10:00 ET
New Normal Consulting
Paul Hodges
Paul Hodges
Chairman
Paul is a trusted adviser to major companies and the investment community, and has a proven track record of accurately identifying key trends in global marketplaces. He is chairman of New Normal Consulting and a Global Expert with the World Economic Forum.
His consulting work focuses on the major paradigm shifts taking place in the global economy in Demand Patterns, Reshoring of Supply Chains, Renewable Energy, Circular Economy, Advanced Manufacturing and Financial Markets. He is a regular speaker at international and industry conferences.
2026: The Year of the US Dollar
15 Jan 26 16:00 CET / 15:00 GMT / 10:00 ET
ABP Invest
Thanos Papasavvas
Thanos Papasavvas
Founder and CIO
Thanos founded ABP Invest in 2015. He is an award-winning fund manager with over 30yrs experience in financial markets, having managed assets for the most prestigious public and private institutions internationally. He began his career as an Economist for the UK Government Economic Service through the Civil Service Fast Stream during the ERM Crisis of 1992. Thanos then embarked on a 20yr asset management career with CSFB Investment Management (Credit Suisse) and Investec Asset Management (Ninety-One) managing assets across fixed income, emerging markets, multi-asset and currency management – where he was also twice awarded “Currency Manager of the Year.” He is a passionate windsurfing enthusiast, marathon runner since age 11, and more recently a cold-water swimmer. Thanos is a CFA Charterholder and also a member of Chatham House.
