Making Weather Pay – The Outlook For Global Commodities
11 Feb 26 10:00 EST / 15:00 GMT / 16:00 CET
Best Weather
James Roemer
James Roemer
Owner
The Great Reset: AI, Geopolitics and The End of The Cheap Chips
10 Feb 26 10:00 EST / 15:00 GMT / 16:00 CET
Counterpoint Research
MS Hwang
MS Hwang
Research Director
MS is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
Geopolitical Reality: Looking through the Smoke and the Mirrors
27 Jan 26 15:00 UTC
David Woo Unbound
David Woo
David Woo
Founder & CEO
David is the Founder/CEO of Unbound. Until 2021, David was the Head of Global Rates, FX, and EM Fixed Income Strategy & Economic Research at Bank of America where he led the top ranked macro strategy team on Wall Street. David is known for his bold and out-of-consensus calls that includes the RMB devaluation in 2015 and Trump’s victory in 2016. He was the first major analyst on Wall Street to initiate coverage on Bitcoin in 2013. Business Insider voted David as one of the 12 smartest people on Wall Street in 2016. David started his career at the International Monetary Fund in Washington D.C.. He received his Ph.D in Economics from Columbia University.
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.
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.
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 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.
Venezuela: Outlook and Market Implications
09 Jan 26 16:00 CET / 15:00 GMT / 10:00 EST
Verisk Maplecroft
Jimena Blanco
Jimena Blanco
Chief Analyst
Jimena leads Verisk Maplecroft’s Americas research team, with regional and thematic experts based in the UK and Mexico. She is the Americas expert on Brazil and the Southern Cone, and frequently provides advice to multinational energy companies, multilateral institutions and buy-side investors on above ground risk in Latin America. She participates in diplomatic, academic and business forums, addressing issues of regional and country-specific concern. Jimena also makes regular contributions to the British and foreign media.
Eileen Gavin
Eileen Gavin
Head, Sovereigns
Eileen is an editor of their ESG+ digest, providing insight and analysis of the key issues relevant to our investor clients, including sovereign debt trends across emerging and frontier markets, sovereign ESG+P, sustainable finance/bond markets and insurance, the global ESG regulatory environment and emerging themes around climate, nature and biodiversity risk, among others. She is also a principal Latin America risk analyst and sovereign debt expert, with over two decades of experience in regional and global macro risk.
Outlook For 2026: It All Goes Wrong? Financial Crisis and Rising Inflation
11 Dec 25 16:30 GMT / 11:30 EST
GL Indexes
Michael Howell
Michael Howell
Founder & CEO
Michael developed the quantitative liquidity research methodology while he was Research Director at Salomon Bros. from 1986. He was subsequently appointed Head of Research at Baring Securities in 1992 and was top ranked “Emerging Market Strategist” by institutional investors for three years prior to setting up CrossBorder Capital in 1996. In 2025 Michael founded GL Indexes to provide a more comprehensive research service that includes fullscale, on-line quantitative Global Liquidity (GLI™) data provision, with even greater granularity and eventually supplied at higher frequencies.
UK Budget - How Did We Get Here, Why is UK Having Another Massive Tax Hike?
21 Nov 25 11:00 GMT / 12:00 CET
Tweeddale Advisors
Mark Bathgate
Mark Bathgate
Founder & CEO
Mark has 25 years of financial market experience in fixed income and global macro. He began his career at Morgan Grenfell Asset Management (subsequently Deutsche Asset Management). Mark joined Goldman Sachs JB where as Head of Research for the proprietary trading unit in 2004 he worked closely with Bret Allender to develop the GTS Fund. He then was hired to UBS O’Connor in 2007 to work as Senior Strategist. In 2012, Mark co-founded ABD Investment Management -a macro hedge fund focusing on the G7 economies. He served as a portfolio manager at Bluebay Asset Management covering global macro markets from 2016 to 2019. Mark has also worked as a consultant for a number of European governments and policy institutions on market- related issues. Mark also contributes to newspapers such as the Spectator on economic and public policy issues.
Building Resilient Portfolios in an Age of Disruption
19 Nov 25 16:00 CET / 15:00 GMT / 10:00 EST
Allocation Strategy
Pavol Povala
Pavol Povala
Managing Director
A seasoned asset allocation expert with decade-long experience as Head of Investment Research at Norges Bank Investment Management. He built analytics platforms, managed macro risk, and delivered research advising on both strategic and tactical allocation. He also has a strong academic background in yield curve modelling, with published work in top journals, and early experience in fixed income index construction.
Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China
13 Nov 25 16:00 CET / 15:00 GMT / 10:00 EST
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Macro Tailwinds Persist — What to Use as Early Warning Indicators
29 Oct 25 15:00 GMT / 11:00 EDT / 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.
A Generational Opportunity to Invest in the Nuclear Renaissance with Ocean Wall
28 Oct 25 15:00 GMT / 11:00 EDT / 16:00 CET
Ocean Wall
Ben Finegold
Ben Finegold
Update on the Roaring 1920’s Scenario
22 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.
IRF Lunch: A New Middle East?
15 Oct 25 12:30 BST
Greenmantle
Marcus Solarz Hendriks
Marcus Solarz Hendriks
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.
Economic Boom or Bust? AI Boom or Bust?
08 Oct 25 10:00 GMT / 11:00 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.
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.
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).
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