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.
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.
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
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.
Uranium’s Big Moment - AI Demand, Nuclear Expansion & How to play it
16 Jul 25 15:00 BST / 16:00 CET / 10:00 EDT
Ocean Wall
Ben Finegold
Ben Finegold
Head of Research
Ben attended Newcastle University completing
his BSc in Management while also working for
two start-ups. In 2020, he moved to Tel Aviv
to complete his MBA in Entrepreneurship and
Innovation at the Reichman University, receiving
a distinction. While in Israel, he worked as a
Research Analyst for Drive TLV. Prior to joining
Ocean Wall, Ben worked as an Investment
Analyst for Fat Gladiator Investment Club. Ben is
responsible for Ocean Wall’s research offerings
with a particular focus on Uranium. He has spent
three years as a dedicated nuclear fuels analyst
looking at investment opportunities in the
nuclear power generation, and fuel cycle niches.
IRF Lunch: US Equities - Be prepared, What Comes Next and How to Profit
14 Jul 25 12:00 BST
Trivariate Research
Adam Parker
Adam Parker
Founder & Chief Strategist
Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
The EM Rebound: Reality, Risk, and Regional Opportunities
03 Jul 25 15:00 BST / 10:00 EDT
Emerging Advisors Group
Jon Anderson
Jon Anderson
Why a Global Upswing Is Brewing - The Parallels with the Noughties
01 Jul 25 15:00 BST / 10:00 ET / 16:00 CET
Longview Economics
Chris Watling
Chris Watling
Founder & CEO
Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
Buckle Up for the Bond Market Meltdown
17 Jun 25 15:00 BST / 10:00 EST / 16:00 CET
AAS Economics
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
How “Making America Great Again” Is Reshaping Japan and Emerging Asia
17 Apr 25 15:00 BST
Astris Advisory Japan
Neil Newman
Neil Newman
Equity Strategy
Neil is an expert commentator and seasoned
strategist on Japanese and pan-Asia equities markets
drawing on his 40-years’ experience in Japan and
Hong Kong, first arriving in Tokyo in 1986.
Europe - Home Alone
02 Apr 25 15:00 BST / 10:00 EDT
Eurointelligence
Wolfgang Munchau
Wolfgang Munchau
Co-Founder & Director
Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
US Equities - Navigating A Tumultuous Market
27 Mar 25 15:00 / 10:00 ET
Trivariate Research
Adam Parker
Adam Parker
Founder & Chief Strategist
Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
Update on the Roaring 20s Scenario II
13 Feb 25 15:00 GMT / 10:00 EST
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.
US Exceptionalism, European Crisis - What are the Policy Responses?
27 Nov 24 14:00 GMT / 09:00 EST
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.
US Election, China Stimulus & War – Assessing The Least Worst Option into 2025?
17 Oct 24 15:00 BST / 10:00 EDT
The Myth That Failed? How To Invest In Emerging Markets
16 Oct 24 14:00 BST / 09:00 EDT
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Update on the Roaring 20s Scenario
02 Oct 24 15:00 BST
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.
VP's Asset Allocation Engine: Combining Leading indicators, Capital Cycle and Crowding
26 Sep 24 15:00 BST / 10AM EST
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 timely and highly detailed look at the German economy, Europe’s powerhouse, with implications for capital markets and countries in Europe and beyond
12 Sep 24 15:00 BST / 10:00 EDT
QuantMetriks
Dr Savvas Savouri
Dr Savvas Savouri
Founder & Chief Economist
Dr Savvas completed his PhD at the LSE in 1993 and has held academic roles at Oxford University. After a brief period at Henley Forecasting, Savvas joined Hoare Govett Securities as their UK economist in 1991. After 3 years, Savvas moved to Credit Lyonnais Securities. In the 1997 Extel investor ratings Savvas and Margin-Call were ranked No.1 UK Quantitative Analysis. In 1999 Savvas and his team moved to Commerzbank Securities. The system ranked No1. European Quantitative Analysis in 2000. The team returned to Credit Lyonnais in 2002. In 2003 the team relocated to Lazard where his skills were widely used at the Capital Markets, Asset Management and Banking levels of Lazard worldwide. In 2005 Savvas and team formed the first incarnation of QuantMetriks Research Ltd. In 2007, the company was taken over by Toscafund Asset Management where they set up a quant investment fund. Savvas also served as Chief Economist to the Toscafund Group. In 2024, the team re-emerged to form QuantMetriks Advisory.
Trading US election uncertainties: have we seen the worst?
24 Jul 24 15:00 BST / 10:00 EDT
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.
IRF Lunch - 2H24 US Equity Market Outlook
15 Jul 24 12:00 BST
Trivariate Research
Adam Parker
Adam Parker
Founder & Chief Strategist
Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
French Election: The Aftermath
09 Jul 24 15:00 BST / 10:00 EDT
Aurora Macro Strategies
Dimitris Valatsas
Dimitris Valatsas
Co-founder & Chief Economist
Dimitris leads the Economics and Markets practice. He has over a decade of experience advising asset managers, hedge funds, family offices, and other financial institutions on macroeconomic and market developments, focusing on the U.S. and Europe. Dimitris holds degrees from Harvard University and the University of Oxford.
IRF Education: Cocoa & Copper Gone Mad? How to... Convert Commodity Conviction into Equity Winners
02 Jul 24 15:00 BST / 10:00 EDT
IRF Breakfast - The Global Economic & Financial Outlook: Will the 2020s Reprise the 1920s, 1970s, or the 1990s?
02 Jul 24 08:00 BST
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.
China's Economic Outlook: A Turning Point?
26 Jun 24 15:00 BST / 10:00 EDT
Enodo Economics
Diana Choyleva
Diana Choyleva
IRF Education: What If......Japan Isn't a False Dawn? 4 Lost Decades Reverse and More
25 Jun 24 15:00 BST / 10:00 EDT
US Bank Stocks - Tailwinds from the Election Year Narrative and the Inevitable Consequences
09 May 24 15:00 BST / 10:00 EDT
Portales Partners
Charles Peabody
Charles Peabody
President
Charles is a founding partner of Portales Partners and is the Director of Research as well as Senior Banking Analyst. He began analysing US banks in 1981 and was II ranked when employed by numerous Wall Street bulge bracket firms. Charlie Started Portales Partners in 1999 as a refugee from investment banking conflicting with the integrity of equity research recommendations. His affiliations have included Kidder Peabody (no relation), Merrill Lynch, and UBS, among others.
IRF Education: 'Tricks of the Trade: AI Tools in Your Investment Process
02 May 24 15:00 BST / 10:00 EDT
Lunch Event: China’s Commodity Intensive Recovery
30 Apr 24 12:30 BST
Syzygy Investment Advisory
William Callanan
William Callanan
Founder & CEO
William is the Founder and Chief Executive Officer of Syzygy Investment Advisory Ltd. He has over 25 years’ experience researching, analysing, and implementing investments in financial markets, having acted in senior strategy, portfolio management, research roles at Soros Fund Management, Fortress Investment Group, Key Square Capital, and Duquesne Capital Management. William holds a B.S. in International Finance and Monetary Economics from The Wharton School of the University of Pennsylvania. William is a Benefactor of the Oxford Institute for Energy Studies, a member of the Oxford Energy Policy Club and a founding Partner of Oxford Institute’s China Energy Program. He is a member of the North American Advisory Council at Chatham House and the Royal Institute of International Affairs based in London.
China’s Economic Policy: Out of Answers
11 Apr 24 15:00 BST / 10:00 EDT
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
Maximizing Spinoff Investment Returns: The Crucial Role of Precise Timing
11 Apr 24 15:30 BST / 10:30 EDT
The Edge
Jim Osman & Jonathan Morgan
Jim Osman & Jonathan Morgan
Washington in the Election Year
27 Mar 24 14:00 GMT / 10:00 EDT
Capital Alpha Partners
James Lucier
James Lucier
Co-Founder / Macro, Clean Energy & Utilities
James is an analyst at Capital Alpha Partners, specialising in Energy & Utilities policy. He leads coverage on a wide range of sectors including oil, natural gas, pipelines, renewables, MLPs, nuclear energy, refining, utilities and power, ethanol, and climate-related policy.
IRF Lunch with Julian Brigden - Goldilocks Isn't Easy
21 Mar 24 12:30 GMT
Macro Intelligence 2 Partners
Julian Brigden
Julian Brigden
Founder & President
Julian is Co-Founder and President, with over 25 years of experience in financial markets. He has held roles in both market- and policy-focused consulting for hedge funds and banks, as well as in FICC (Fixed Income, Currencies, and Commodities) sales.
Is the US economy experiencing a positive supply shock? The Fed staff FRB-US model says “Yes”
07 Mar 24 15:00 GMT / 10:00 EST
Underlying Inflation
Riccardo Trezzi
Riccardo Trezzi
Founder & Chief Economist
After receiving Ph.D. in Economics from the University of Cambridge in the U.K., Riccardo worked on the inflation desk of the Federal Reserve Board of Governors in Washington D.C. for several years where he regularly briefed Board members and contributed to the Fed staff forecast. After the Fed Board, Riccardo joined the inflation desk of the European Central Bank in Frankfurt where he contributed to the 2020-2021 ECB strategy review. Riccardo has published several academic papers on peer reviewed international journals on several topics including inflation dynamics, the labour market, and households’ consumption.
How to Systematically Exploit the Return of Inflation?
06 Mar 24 15:00 GMT / 10:00 EST
Steno Research
Andreas Steno
Andreas Steno
Founder & Managing Partner
Andreas is the core macro consultant in Steno Research. Building on years of experience as Global Head of Research at Nordea Bank, he is one of the most quoted and sought- after macro analysts out there. Andreas’ expertise is the energy, real estate and equity spaces, but doesn’t shy away from hot takes on other topics if the underlying analysis is strong enough. Andreas anchors the weekly editorial ‘Steno Signals’.
Mikkel Rosenvold
Mikkel Rosenvold
Partner & Geopolitical Analyst
From several years as a chief
consultant in the Danish ministries
of Taxation and Finance, Mikkel
forms the core of Steno’s (geo-)
political analysis team. Mikkel
has a strong network in European
and Global affairs and a sharp eye
for the bigger picture in localised
events. Mikkel anchors the weekly
editorial ‘the Great Game’ as well
as the geopolitical ‘Watch Series’.
Lessons From The Pure Study Of Money
22 Feb 24 15:00 GMT / 10:00 EST
High Frequency Economics
Carl Weinberg
Carl Weinberg
Founder, Managing Director & Chief Economist
Prior to founding High Frequency Economics, Carl served as Senior International Economist at Shearson Lehman Brothers, where he was involved in advisory projects in G-7 countries, Africa and Latin America. He also supported the capital markets activities of the firm as its Chief International Economist. From 1982 to 1984, he worked on restructuring bank loans to Latin American sovereign borrowers, representing the Bank of Montreal in multi-year restructuring negotiations. He has also worked at the OECD in Paris, as a member of the economic forecasting unit. Carl currently teaches a graduate course in international finance at New York University.
Markets Can’t Get Everything they Want (and Expect)
15 Feb 24 12:30 GMT
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.
Investing in EM and China in 2024
13 Feb 24 10:30 GMT
Emerging Advisors Group
Jonathan Anderson
Jonathan Anderson
Partner
Jonathan is the former Global Emerging Market Economist at UBS Investment Bank, where he worked for nearly a decade. Jonathan has also worked at Goldman Sachs as well as the International Monetary Fund, where he served as Resident Representative in both China and Russia. He received his MA and PhD candidacy in economics at Harvard University, and speaks fluent Russian and Mandarin Chinese.
U.S. Elections – View from a former Chief of Staff: A Discussion with the Honourable Mick Mulvaney
12 Feb 24 08:30 GMT
ACG Analytics
David Metzner
David Metzner
Managing Partner
David is the founder and Managing Partner of ACG Analytics. David is deeply involved in the U.S. policy space on the Administration, Congressional and NGO levels. He has consulted for over 25 years on the federal nature of the American Government and the interplay between the states, Washington, DC, and foreign governments in the development of public policy. This has included participation in national debates about the regulation of the financial markets, intellectual property, foreign policy, the arts and public diplomacy. David is the founder of the Kissinger Institute in Washington DC.
Australia - Short-term Interest Rates and the Foreign Exchange Market
30 Jan 24 14:00 GMT / 09:00 EST
Redward Associates
Peter Redward
Peter Redward
Founder
Prior to founding Redward Associates Private FZCO , Peter Redward was Head of Emerging Asia Research at Barclays Capital located in Singapore (2006-11). At Barclays, Peter was responsible for building up coverage of Emerging Asian and Australasian economies with responsibility for fixed income, foreign exchange and sovereign credit strategy. Peter also has experience as a Portfolio Manager at Citadel Investment Group (Europe) and Head of EMFX Strategy at Deutsche Bank AG.
US Short Interest Data and Insights
17 Jan 24 16:00 GMT / 11:00 EST
Quantitative Partners with Phil Erlanger Research
Geoff Garbacz
Geoff Garbacz
Korea - Short-term Interest Rates and the Foreign Exchange Market
16 Jan 24 14:00 GMT / 09:00 EST
Redward Associates
Peter Redward
Peter Redward
Founder
Prior to founding Redward Associates Private FZCO , Peter Redward was Head of Emerging Asia Research at Barclays Capital located in Singapore (2006-11). At Barclays, Peter was responsible for building up coverage of Emerging Asian and Australasian economies with responsibility for fixed income, foreign exchange and sovereign credit strategy. Peter also has experience as a Portfolio Manager at Citadel Investment Group (Europe) and Head of EMFX Strategy at Deutsche Bank AG.
US Equity Market 2024 Outlook
12 Jan 24 14:00 GMT / 09:00 EST
Trivariate Research
Adam Parker
Adam Parker
Founder & Chief Strategist
Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
China's Rebalancing Complete: New Engines Emerge for Global Investors
12 Dec 23 14:00 GMT / 9:00 EST
Horizon Insights
Don Ma
Don Ma
A Great Wave of Real Interest Rate Rises is Approaching The Global Economy
29 Nov 23 15:00 GMT / 10:00 EST
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.
When the US Economy Breaks, Everything Breaks
23 Nov 23 15:00 GMT / 10:00 EST
Steno Research
Andreas Steno
Andreas Steno
Founder & Managing Partner
Andreas is the core macro consultant in Steno Research. Building on years of experience as Global Head of Research at Nordea Bank, he is one of the most quoted and sought- after macro analysts out there. Andreas’ expertise is the energy, real estate and equity spaces, but doesn’t shy away from hot takes on other topics if the underlying analysis is strong enough. Andreas anchors the weekly editorial ‘Steno Signals’.
Poland Politics: Looking beyond the pivotal Election
09 Nov 23 14:00 GMT / 09:00 EST
Teneo
Andrius Tursa
Andrius Tursa
Advisor / Europe
Andrius has been a political risk consultant since 2012, with past clients including Eurasia Group, IHS Markit, Fitch Solutions, and the Economist Intelligence Unit. He is also a seasoned labor market policy researcher and co-founded the Lithuania-based research and consulting firm Policy Impact Lab in 2017. Andrius holds a master’s in global governance and diplomacy from the University of Oxford and an honors bachelor’s degree in international development from UCLA. He is currently based in Vilnius, Lithuania.
Italy Macro and Politics - Reviewing Meloni’s 1st year and what to expect going forward?
25 Oct 23 15:00 BST / 10:00 EDT
Teneo
Wolfango Piccoli
Wolfango Piccoli
Co-President, Political Risk Advisory
Wolfango is a Co-President. Wolf is responsible for co-managing Teneo’s global political risk platform and for the specific coverage of Europe. As director of research, he ensures the relevance, timeliness, rigour and accuracy of the firm’s political risk advisory and consulting service. Prior to joining Teneo, Wolf was the director of the London office and led the Europe practice at Eurasia Group. He often appears on major TV networks and is frequently quoted in the world’s leading newspapers. Wolf holds a Ph.D. in International Politics from the University of Wales, Aberystwyth and an M.A. in International Relations from the University of Bilkent (Ankara).
Is Japan at Risk of Policy Error?
25 Oct 23 10:00 BST
Pelham Smithers Associates
Pelham Smithers
Pelham Smithers
Founder / Electronics, Telecoms & Pharma
Pelham co-founded PSA and is the firm’s managing director. He began his 35-year career as an analyst in Tokyo in 1987 covering software companies. He later became Japan Strategist for ING Barings before returning to equity research, as head of Asian research for Pali Capital.
The Great Export Share Grab: Understanding the Macro Winners and Losers of China’s Industrial Change
19 Oct 23 15:00 BST / 10:00 EDT
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.
The Coming Deflation. Where Will it Hurt the Most?
18 Oct 23 14:00 BST / 09:00 EDT
AAS Economics
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Japanese Equity Stock Ideas and Strategy
12 Oct 23 10:30 BST
Asymmetric Advisors
Tim Morse
Tim Morse
Founder
Tim has 25 years specialising in Japan only, initially in fund management in Scotland, then as an analyst in Japan for 12 years and finally in sales/research. Specialisms include identifying exciting small/mid ideas that have yet to get investor recognition, large corporate restructuring/structural changes stories and value with a catalyst.
Amir Anvarzadeh
Amir Anvarzadeh
Summers, Lagarde, Powell – 3 Dramatic Transformations… But Do They Go Far Enough?
05 Oct 23 15:00 BST / 10:00 EDT
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Egypt on the Verge of Bankruptcy, with Allies Jumping Ship
06 Sep 23 15:00 BST / 18:00 GST
Zircon Consultancy Group
Hafsa Halawa
Hafsa Halawa
Founder & Managing
Hafsa Halawa is an independent consultant with over 13 years of experience working across the MENA and East Africa regions, advising governments, NGOs, civil society, and the private sector. She began her career as a civil society organiser in Egypt in 2011 and went on to work with the UN, EU External Action Service, and the Swedish International Development Agency. Hafsa has built extensive networks across regional governments, security sectors, and international institutions, offering strategic insight on regional uprisings, political economies, and the geopolitical impacts of conflicts in Ethiopia, Ukraine, and Sudan. Her recent work focuses on the growing influence of Gulf countries regionally and globally.
Unstable Equilibrium - The Path from 9 to 3, now what?
16 Aug 23 15:00 BST / 10:00 EDT
Ironsides Macroeconomics
Barry Knapp
Barry Knapp
Macroeconomic & Public Policy Strategist
2H US Equity Market Outlook
10 Aug 23 15:00 BST
Trivariate Research
Adam Parker
Adam Parker
Founder & Chief Strategist
Adam is the CEO and Founder of Trivariate Research, LP, bringing 20 years of experience in equities. Prior to founding Trivariate Research, he was the founder and lead portfolio manager of Trivariate Capital, an equity long/short hedge fund. From 2017-2019, Adam served as Director of Quantitative Strategy at Eminence Capital, where he built a quantitative infrastructure for analysis, risk management, and macro research. Previously, he was the Chief US Equity Strategist and Director of Global Quantitative Research at Morgan Stanley, where he was recognized as a top strategist by Institutional Investor and named the #1 Strategist by portfolio managers in Greenwich Associates’ Survey. Adam was also a member of Morgan Stanley’s Global Investment Committee, advising on asset allocation for the firm’s multi-trillion dollar private wealth network.
Geo-Economics: A Historic Convergence of Themes Affecting US-China Relations and Macro Markets
27 Jul 23 15:00 UTC
Syzygy Investment Advisory
William Callanan
William Callanan
Founder & CEO
William is the Founder and Chief Executive Officer of Syzygy Investment Advisory Ltd. He has over 25 years’ experience researching, analysing, and implementing investments in financial markets, having acted in senior strategy, portfolio management, research roles at Soros Fund Management, Fortress Investment Group, Key Square Capital, and Duquesne Capital Management. William holds a B.S. in International Finance and Monetary Economics from The Wharton School of the University of Pennsylvania. William is a Benefactor of the Oxford Institute for Energy Studies, a member of the Oxford Energy Policy Club and a founding Partner of Oxford Institute’s China Energy Program. He is a member of the North American Advisory Council at Chatham House and the Royal Institute of International Affairs based in London.
Are Emerging Markets Back?
26 Jul 23 15:00 BST
Emerging Advisors Group
Jonathan Anderson
Jonathan Anderson
Partner
Jonathan is the former Global Emerging Market Economist at UBS Investment Bank, where he worked for nearly a decade. Jonathan has also worked at Goldman Sachs as well as the International Monetary Fund, where he served as Resident Representative in both China and Russia. He received his MA and PhD candidacy in economics at Harvard University, and speaks fluent Russian and Mandarin Chinese.
The Worst Monetary Instability in Ninety Years?
15 Jun 23 12:00 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
UK / EU : Policy / Regulation / International Relations
01 Jun 23 15:00 BST
Forefront Advisers
Christopher Gluck
Christopher Gluck
Europe’s Two Big Threats
24 May 23 15:00 BST / 10:00 EDT
Eurointelligence
Wolfgang Munchau
Wolfgang Munchau
Co-Founder & Director
Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
‘Language as Code’ AI - Investment Implications
17 May 23 14:00 BST / 09:00 EDT
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
Profiting From The Divergence Of Trends Between The West and The East
11 May 23 15:00 BST / 10:00 EDT
Steno Research
Andreas Steno
Andreas Steno
Founder & Managing Partner
Andreas is the core macro consultant in Steno Research. Building on years of experience as Global Head of Research at Nordea Bank, he is one of the most quoted and sought- after macro analysts out there. Andreas’ expertise is the energy, real estate and equity spaces, but doesn’t shy away from hot takes on other topics if the underlying analysis is strong enough. Andreas anchors the weekly editorial ‘Steno Signals’.
Mikkel Rosenvold
Mikkel Rosenvold
Partner & Geopolitical Analyst
From several years as a chief
consultant in the Danish ministries
of Taxation and Finance, Mikkel
forms the core of Steno’s (geo-)
political analysis team. Mikkel
has a strong network in European
and Global affairs and a sharp eye
for the bigger picture in localised
events. Mikkel anchors the weekly
editorial ‘the Great Game’ as well
as the geopolitical ‘Watch Series’.
Drowning In Opportunity: Equity Investment Ideas For A Water Scarce World
03 May 23 15:00 BST / 10:00 EDT
Sustainable Market Strategies
Lenka Martinek
Lenka Martinek
Managing Partner
Lenka is an investment strategist with 20 years of experience in research and capital markets. She was a strategist and managing editor at BCA Research, the leading provider of independent global macro investment research.
Video Game Sector Update - Mobile, Console, Emerging Platforms, Winners and Losers
02 May 23 16:00 BST / 11:00 EDT
Gossamer Consulting Group
Eric Kress
Eric Kress
Founder
Eric is a Managing Director and Senior Analyst. He previously spent seven years at Electronic Arts, where he worked across corporate strategy, M&A, finance, forecasting, and marketing. He then served as Vice President of Corporate Strategy and Operations at Kabam for two years. Between his time at EA and Kabam, Eric was Managing Director at the independent equity research boutique Bay Street Research, where he led the video games vertical.
Stephen Jen - Macro Insights, From the Dollar Smile to China
25 Apr 23 15:00 BST / 10:00 EDT
Eurizon SLJ Capital
Stephen Jen
Stephen Jen
CEO & Co-CIO
Stephen is CEO and Co-CIO of Eurizon SLJ. From 1996 to 2009 Stephen was managing director at Morgan Stanley, where he held various roles, including global head of currency research. Stephen holds a BSc degree in Electrical Engineering from the University of California at Irvine (Summa Cum Laude) and a PhD in Economics from MIT. Stephen is a fluent Mandarin speaker
Everything, Everywhere, All at Once - Do Commodity Markets Survive the Next Crisis, and the Next?
30 Mar 23 15:00 BST / 10:00 EDT
Queen Anne's Gate Capital
Kathleen Kelley
Kathleen Kelley
Founder & CEO
Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
UK & EU Monetary & Climate Policy Roadmap for 23' and Beyond
15 Mar 23 15:00 GMT / 11:00 EST
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. They were winners of Nationwide Environmental Impact Consultancy of the Year 2024, by SME News in the UK.
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. They were winners of Nationwide Environmental Impact Consultancy of the Year 2024, by SME News in the UK.
What if r* (neutral rate) is much higher than expected?
08 Mar 23 15:00 GMT / 10:00 EST
Ollari Consulting
Christophe Ollari
Christophe Ollari
If Russia Don’t Get You, Then Central Banks Will
25 Jan 23 15:00 GMT / 10:00 EST
Suttle Economics
Phil Suttle
Phil Suttle
Founder & International Economist
Wolfgang Munchau’s European Political and Economic Themes for ‘23
11 Jan 23 12:30 GMT
Eurointelligence
Wolfgang Munchau
Wolfgang Munchau
Co-Founder & Director
Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
Russian Roulette – The Outlook for Commodities Under European Sanctions
15 Dec 22 15:00 UTC
Queen Anne's Gate Capital
Kathleen Kelley
Kathleen Kelley
Founder & CEO
Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
The Variant Perception Tactical Cookbook: An Empirical Approach
07 Dec 22 15:00 GMT / 10:00 EST
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.
IRF Quickfire - Emerging Markets Macro
16 Nov 22 15:00 GMT / 10:00 EST
Emerging Advisors Group
Jonathan Anderson
Jonathan Anderson
Partner
Jonathan is the former Global Emerging Market Economist at UBS Investment Bank, where he worked for nearly a decade. Jonathan has also worked at Goldman Sachs as well as the International Monetary Fund, where he served as Resident Representative in both China and Russia. He received his MA and PhD candidacy in economics at Harvard University, and speaks fluent Russian and Mandarin Chinese.
China's 20th Party Congress - Domestic Growth Engine and Shifting Export Economy
10 Nov 22 10:00 GMT / 05:00 EST
Horizon Insights
Don Ma
Don Ma
A Collapse in Fertility and Sperm - The Reality to Follow
27 Oct 22 15:00 BST / 10:00 EST
Signum Intel
Eoin Gleeson
Eoin Gleeson
Co-Founder
Eoin focuses on living matter – genes, cells, microbes, mitochondria, phages, xenobots, transmaterials and synapses – and how we are introducing these biomaterials into humans, animals and crops.Eoin’s background is in studying complex systems: his postgraduate research focused on simulating crowd behaviour during manias and epidemics. He spent 10 years covering biotech as a journalist: studying a wide range of materials and chemicals: from DNA to sulphuric acid to sewage. At MoneyWeek, he helped build a research business that focused on biotech, R&D and breakthrough technologies. He is currently writing a book on Simulation – and why it heralds an age of very disturbing experiments.
Michael Orme
Michael Orme
Founder
Michel Orme spent over 40 years analysing the semiconductor industry. He wrote one of the first books on the microprocessor revolution, called “Micros: a Pervasive Force” (1979) and ran the European operation of what was then Silicon Valley’s premier marketing consultancy Regis McKenna dealing at the top level with clients such as Apple, Intel and Genentech. Michael has several decades of experience in equity research, working closely with teams at Westhall, Centrum and Mirabaud in recent years.
China - The Bigger Short
26 Oct 22 15:00 BST
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Latest Commodities Insights focusing on Agriculture (Corn, Wheat, Soybeans) and Energy (Oil)
13 Oct 22 15:00 BST / 10:00 EST
Italy’s forthcoming elections: This time is different
22 Sep 22 15:00 BST / 10:00 EST
Teneo
Wolfango Piccoli
Wolfango Piccoli
Co-President, Political Risk Advisory
Wolfango is a Co-President. Wolf is responsible for co-managing Teneo’s global political risk platform and for the specific coverage of Europe. As director of research, he ensures the relevance, timeliness, rigour and accuracy of the firm’s political risk advisory and consulting service. Prior to joining Teneo, Wolf was the director of the London office and led the Europe practice at Eurasia Group. He often appears on major TV networks and is frequently quoted in the world’s leading newspapers. Wolf holds a Ph.D. in International Politics from the University of Wales, Aberystwyth and an M.A. in International Relations from the University of Bilkent (Ankara).
China’s ‘Green OPEC’ Dominating the Global Energy Transition
21 Sep 22 15:00 BST / 10:00 EST
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
The geopolitical chaos created by the four new empires and a Security/Terrorism roundup around the world
08 Sep 22 14:00 BST
GlobalStrat
Olivier Guitta
Olivier Guitta
Founder & CEO
Olivier is a globally recognised expert in geopolitical risk and counter-terrorism, ranked among the world’s top 250 terrorism experts. After a twelve-year career in finance, he dedicated himself to geopolitics following 9/11. He has briefed senior bodies including the U.S. Congress, NATO, the UK Home Office, and the European Union. His analysis is frequently featured in outlets like The Wall Street Journal and on international broadcasters such as BBC, CNN, and Fox News. Olivier provides clients with unparalleled, on-the-ground intelligence from his extensive source network across Europe, the Middle East, and Africa.
Cautious Optimism for Second Half 2022 - Consumer and Retail Equities Research
07 Sep 22 15:00 BST
The Retail Tracker
Mark Friedman
Mark Friedman
Co-founder & Managing Partner
Mark spent 20 years as a senior research analyst at Merrill Lynch, Lehman Brothers and Goldman Sachs; he was continuously ranked on the Institutional Investor Survey of best analysts across Advertising, Apparel / Footwear and Speciality Retail. At Merrill Lynch he was Group Head of Retail.
Marni Shapiro
Marni Shapiro
Co-founder & Managing Partner
Marni spent 11 years at Merrill Lynch and Lehman Brothers where she covered Apparel, Footwear and Specialty Retail. She has been ranked by the Wall Street Journal Analyst survey on a number of occasions.
What Comes After the Stagflation?
13 Jul 22 15:00 BST
AAS Economics
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Breaking the Yield Curve
07 Jul 22 15:00 UTC
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
The World Wants Canada's Energy – Canadian Utilities and Infrastructure Sector Outlook
07 Jun 22 15:00 BST
Veritas Investment Research
Darryl McCoubrey
Darryl McCoubrey
VP & Senior Analyst, Energy & Pipelines
Darryl is VP of Research, specializing in Utilities & Infrastructure, and a partner in the firm. He is also a member of our Investment Committee, which chooses stocks for V-List model portfolio. He joined Veritas in 2006 and, over the years, has developed unique expertise within his coverage universe. Refinitiv StarMine ranked him #2 for stock picking in the Chemicals and Utilities Industry in 2020.
No Boom, No Bust, Slowing Inflation, Rising Interest Rates and Range-Bound S&P500
25 May 22 15:00 BST
Benderly Economic Insights
Jason Benderly
Jason Benderly
From Late Cycle to Recession
11 May 22 14:00 BST
Suttle Economics
Phil Suttle
Phil Suttle
Founder & International Economist
Financial and Economic conditions seen through the Banking sector
26 Apr 22 14:00 UTC
Portales Partners
Charles Peabody
Charles Peabody
President
Charles is a founding partner of Portales Partners and is the Director of Research as well as Senior Banking Analyst. He began analysing US banks in 1981 and was II ranked when employed by numerous Wall Street bulge bracket firms. Charlie Started Portales Partners in 1999 as a refugee from investment banking conflicting with the integrity of equity research recommendations. His affiliations have included Kidder Peabody (no relation), Merrill Lynch, and UBS, among others.
Brent Erensel
Brent Erensel
Head of Sales
Brent is a Partner and Head of Sales for Portales. As a former bank analyst, Brent has led bank research teams at Dean Witter, Donaldson Lufkin and Jenrette, UBS, and Deutsche Bank. Brent has analysed US and Latin Banks since 1981 and joined Portales in 2001. Brent has an MBA from NYU’s Stern School of Business and was awarded the CFA charter in 1985.
Portfolio Doctor: Fractured Banks, Autos and Tech but Energy and Defensive Sectors Are Healthy
14 Apr 22 15:00 UTC
Belkin Report
Michael Belkin
Michael Belkin
Founder
Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
Everything Looks Different Today
31 Mar 22 15:00 UTC
Capital Alpha Partners
James Lucier
James Lucier
Co-Founder / Macro, Clean Energy & Utilities
James is an analyst at Capital Alpha Partners, specialising in Energy & Utilities policy. He leads coverage on a wide range of sectors including oil, natural gas, pipelines, renewables, MLPs, nuclear energy, refining, utilities and power, ethanol, and climate-related policy.
Ian Katz
Ian Katz
Financials
Ian is a Managing Director at Capital Alpha Partners, focusing on financial services policy. He covers a wide range of areas including banks, exchanges, brokers, asset managers, insurers, card networks, fintech, cryptocurrencies, housing finance, and student loans.
Rob Smith
Rob Smith
Health Care
Rob, Managing Director, brings two decades of Washington health care experience to Capital Alpha, where he directs coverage and strategic advisory services regarding physician services, pharmaceuticals and biologics, medical technology, value-based payments, diagnostics, and a wide range of specialty provider issues. Prior to joining Capital Alpha in 2008, he was a lobbyist for the Ceridian Corporation, where he managed the company's Capitol Hill presence on health care and tax issues. Before that, he served for five years as the top health care aide for Representative Rick Boucher, a senior member of the House Energy and Commerce and Judiciary Committees.
Robert Kaminski
Robert Kaminski
TMT
Robert leads the firm's policy research for the telecom, media, and tech sectors. Areas of focus include wireline and wireless telecom, cable, communications equipment and infrastructure, television broadcasting, social media and Internet platforms, semiconductors, and special situations in the tech sector.
Byron Callan
Byron Callan
Defence & Industrials
Byron is a Managing Director at Capital Alpha Partners. He covers a broad range of sectors including global defense, aerospace, transportation, infrastructure, rails, shipping, agriculture, and cybersecurity.
The Global Economic and Financial Landscape Post-Ukraine
30 Mar 22 10:00 UTC
Llewellyn Consulting
Preston Llewellyn
Preston Llewellyn
Dr John Llewellyn
Dr John Llewellyn
Saul Eslake
Saul Eslake
Inflation, Recession or Both?
24 Mar 22 15:00 UTC
AAS Economics
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Energy Crisis: The Pendulum Swings
21 Mar 22 15:00 UTC
Commodity Intelligence
Mark Latham
Mark Latham
Founder
Mark spent 23 years as a fund manager including 5 years managing Baring Natural Resource Fund, which returned 20.4% vs 2.4% average for peers and 4 years managing a Global Long-Short Fund at Odey Asset Management.
Russia Ukraine Crisis and Implications for Europe
09 Mar 22 14:00 UTC
Eurointelligence
Wolfgang Munchau
Wolfgang Munchau
Co-Founder & Director
Wolfgang is Director and Co-Founder of Eurointelligence, a service that provides daily information about the euro area, targeted at investors and policy makers. He is a columnist for Unherd and previously the New Statesman, and was also an associate editor and columnist for the Financial Times. Wolfgang was one of the founding members of Financial Times Deutschland, the German language business daily, where he served as deputy editor from 1999 until 2001, and as editor-in-chief from 2001 until 2003. He previously worked asforeign correspondent in Washington DC and Brusselsfor the Times, and in Frankfurt for the FT. Wolfgang’s latest book, Kaput, published by Swift Press, is about the rise and decline of the German economy.
China Policy Easing in '22? A Look Inside China Beige Book's Latest Credit Data
02 Mar 22 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
Keep it Simple - It's All About Energy
17 Feb 22 15:00 UTC
Queen Anne's Gate Capital
Kathleen Kelley
Kathleen Kelley
Founder & CEO
Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
European Politics and Geopolitics, Inflation and Fiscal Reform in Europe, Regulation and Crypto in 2022
26 Jan 22 14:00 UTC
Forefront Advisers
James McBride
James McBride
Partner
Hugo Coelho
Hugo Coelho
Gergely Polner
Gergely Polner
Cybersecurity, Cryptocurrencies and Safely Navigating the Metaverse: Digital Security and Asset Scarcity Underpinned by Blockchain Payments Architecture
23 Nov 21 15:00 UTC
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
Stagflation, Disinflation, Divergence - Key Themes for 2021Q4 and on into 2022
19 Oct 21 15:00 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Safe As Houses: European HY Real Estate Bombs
14 Oct 21 15:00 UTC
Sarria - Credit Opportunities
Wolfgang Felix
Wolfgang Felix
Mr
Exploring the Contemporary US Beverage Market
12 Oct 21 15:00 UTC
Beverage Marketing Corporation
Gary Hemphill
Gary Hemphill
Managing Director & COO
Gary, Managing Director of Research, leads the company’s range of syndicated and custom research information products, including its comprehensive beverage database DrinkTell.
Brian Sudano
Brian Sudano
Managing Partner
Brian is Managing Partner in charge of the company’s consulting practice. Mr. Sudano’s experience covers nearly the entire beverage industry, from energy drinks to wine, with special expertise in key strategic issues by virtue of varied industry experience and broad range of projects.
Beyond Evergrande: Why Xi's New Derisking Efforts are China's Biggest Policy Shift in Two Decades
07 Oct 21 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
China Industry 4.0: Winners from China's Regulatory Crackdown
05 Oct 21 15:00 UTC
Signum Intel
Eoin Gleeson
Eoin Gleeson
Co-Founder
Eoin focuses on living matter – genes, cells, microbes, mitochondria, phages, xenobots, transmaterials and synapses – and how we are introducing these biomaterials into humans, animals and crops.Eoin’s background is in studying complex systems: his postgraduate research focused on simulating crowd behaviour during manias and epidemics. He spent 10 years covering biotech as a journalist: studying a wide range of materials and chemicals: from DNA to sulphuric acid to sewage. At MoneyWeek, he helped build a research business that focused on biotech, R&D and breakthrough technologies. He is currently writing a book on Simulation – and why it heralds an age of very disturbing experiments.
Michael Orme
Michael Orme
Founder
Michel Orme spent over 40 years analysing the semiconductor industry. He wrote one of the first books on the microprocessor revolution, called “Micros: a Pervasive Force” (1979) and ran the European operation of what was then Silicon Valley’s premier marketing consultancy Regis McKenna dealing at the top level with clients such as Apple, Intel and Genentech. Michael has several decades of experience in equity research, working closely with teams at Westhall, Centrum and Mirabaud in recent years.
Beat the Crowd: Major Year-End Sector Rotation Shift Has Started
16 Sep 21 16:00 UTC
Belkin Report
Michael Belkin
Michael Belkin
Founder
Michael, could be described as an iconoclast, which is someone who “attacks cherished beliefs or traditional institutions, as being based on error or superstition.” Of course, there are plenty of other folks doing that in the investment field. What distinguishes Michael is that he backs up his declarations with data. Michael graduated from The Haas School of Business at the University of California Berkeley, where he conducted independent research sponsored by the legendary Mark Rubinstein. His innovative streak was apparent even then. “I developed my own models,” he says, “after studying what they taught us in econometrics— because I found mainstream models were not effective.” In 1986 he was recruited by Salomon Brothers as a market analyst and soon moved into proprietary trading, attaining the position of vice‐ president. There he made his first big splash in the investing community by accurately forecasting the collapse of the Nikkei Average - which subsequently dropped 37%. Among Michael’s other accurate predictions: the top in the U.S. tech bubble in 2000, the subsequent stock market low in 2002, the housing bubble top in 2007, the credit crisis stock crash low in 2009, the pre-Covid stock market top in early 2020, the Covid crash low in March 2020 and the recent AI bubble peak in early 2025. Besides producing The Belkin Report every week, Michael is a speaker at financial industry events and a guest commentator on TV business news networks.
Is it Occasionally Wise to be Conventional?
02 Sep 21 15:00 UTC
HED Capital Management
Richard Edwards
Richard Edwards
Video Gaming Sector Update
01 Sep 21 15:00 UTC
Gossamer Consulting Group
Eric Kress
Eric Kress
Founder
Eric is a Managing Director and Senior Analyst. He previously spent seven years at Electronic Arts, where he worked across corporate strategy, M&A, finance, forecasting, and marketing. He then served as Vice President of Corporate Strategy and Operations at Kabam for two years. Between his time at EA and Kabam, Eric was Managing Director at the independent equity research boutique Bay Street Research, where he led the video games vertical.
The Major Upcoming Risks to Portfolios
19 Aug 21 12:00 UTC
AAS Economics
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Peter Stellios
Peter Stellios
Economist
Peter has over 14 years of experience in economic modelling and forecasting in financial markets, with a strong focus on converting monetary analysis into actionable macroeconomic predictions. As a Senior Economist at MF Global Australia, he specialised in forecasting financial market trends and notably predicted significant equity market declines in 2007. He holds a Bachelor of Commerce from the University of Sydney and a Master’s in Economics from Macquarie University, Sydney.
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
US Equities - Navigating an Expensive Market
06 Aug 21 15:00 UTC
MRB Partners
Salvatore Ruscitti
Salvatore Ruscitti
China Inflation Fears, Deleveraging Pain, & Beijing's New Commodities Strategy: A Look Inside Our New China Economic Data
08 Jul 21 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
How to Play Profitable Spinoffs that The Street Misses
06 Jul 21 15:00 UTC
The Edge
Jim Osman & Jonathan Morgan
Jim Osman & Jonathan Morgan
Understanding Digital Currencies
25 Jun 21 15:00 UTC
MRB Partners
Santiago Espinosa
Santiago Espinosa
FX & Absolute Returns Strategist
Auto markets accelerate into an electrified and autonomous world
22 Jun 21 15:00 UTC
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.
Fizzle Exceeds Sizzle Outside the United States…There Ain't No Inflation There
20 May 21 15:00 UTC
High Frequency Economics
Carl Weinberg
Carl Weinberg
Founder, Managing Director & Chief Economist
Prior to founding High Frequency Economics, Carl served as Senior International Economist at Shearson Lehman Brothers, where he was involved in advisory projects in G-7 countries, Africa and Latin America. He also supported the capital markets activities of the firm as its Chief International Economist. From 1982 to 1984, he worked on restructuring bank loans to Latin American sovereign borrowers, representing the Bank of Montreal in multi-year restructuring negotiations. He has also worked at the OECD in Paris, as a member of the economic forecasting unit. Carl currently teaches a graduate course in international finance at New York University.
Investment Opportunities in The Clean Energy Transition, From Mining to Materials Science Plays
13 May 21 15:00 UTC
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
What to Expect from Washington - Clean Energy, Infrastructure, Health
29 Apr 21 15:00 UTC
Capital Alpha Partners
James Lucier
James Lucier
Co-Founder / Macro, Clean Energy & Utilities
James is an analyst at Capital Alpha Partners, specialising in Energy & Utilities policy. He leads coverage on a wide range of sectors including oil, natural gas, pipelines, renewables, MLPs, nuclear energy, refining, utilities and power, ethanol, and climate-related policy.
Kim Monk
Kim Monk
Co-Founder / Health Care
Kim is an analyst at Capital Alpha Partners, focusing on healthcare. She covers a broad spectrum of the healthcare sector including biotech, pharmaceuticals, managed care, diagnostics, medical technology, hospitals, post-acute care, healthcare services, health IT, and pharmacy benefit managers (PBMs).
Insight into China’s Political Economy
26 Apr 21 15:00 UTC
PRC Macro
Song Gao
Song Gao
Co-CEO & Co-Head of Research
Song served as China Country Representative and principal analyst for the Observatory Group, Senior Economist of China Monitor where he met William and before that in academia as a professor and researcher at Junniata College.
William Hess
William Hess
Co-CEO & Co-Head of Research
Previously William served as President of China Monitor, a platform for China macroeconomic and industry forecasting and analysis, Director of Sovereign and International Public Finance ratings with S&P and as General Manager of Global Insight.
The Worry or the Wow? Global Macro & Markets on Multiple time frames
21 Apr 21 15:00 UTC
Longview Economics
Chris Watling
Chris Watling
Founder & CEO
Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
Geopolitical Shifts in the Middle East in the Context of a New Administration in Washington
20 Apr 21 15:00 UTC
Alef Advisory
Hani Sabra
Hani Sabra
Nanotechnology: How we are engineering life from the bottom up
15 Apr 21 15:00 UTC
Signum Intel
Michael Orme
Michael Orme
Founder
Michel Orme spent over 40 years analysing the semiconductor industry. He wrote one of the first books on the microprocessor revolution, called “Micros: a Pervasive Force” (1979) and ran the European operation of what was then Silicon Valley’s premier marketing consultancy Regis McKenna dealing at the top level with clients such as Apple, Intel and Genentech. Michael has several decades of experience in equity research, working closely with teams at Westhall, Centrum and Mirabaud in recent years.
Eoin Gleeson
Eoin Gleeson
Co-Founder
Eoin focuses on living matter – genes, cells, microbes, mitochondria, phages, xenobots, transmaterials and synapses – and how we are introducing these biomaterials into humans, animals and crops.Eoin’s background is in studying complex systems: his postgraduate research focused on simulating crowd behaviour during manias and epidemics. He spent 10 years covering biotech as a journalist: studying a wide range of materials and chemicals: from DNA to sulphuric acid to sewage. At MoneyWeek, he helped build a research business that focused on biotech, R&D and breakthrough technologies. He is currently writing a book on Simulation – and why it heralds an age of very disturbing experiments.
Intertemporal Disequilibrium and a World of Bubbles
13 Apr 21 15:00 UTC
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
Vaccines End Recession Begins
31 Mar 21 15:00 UTC
Blonde Money
Helen Thomas
Helen Thomas
CEO
Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.
China's Economy and Behind the Scenes of Biden Administration's Developing China Policy
23 Mar 21 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
The Leading Indicator That’s Always Ahead of the Fed
18 Mar 21 10:00 UTC
AAS Economics
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Staying Ahead of the Fed: Austrian Monetary Theory's Key Leading Indicator
18 Mar 21 15:00 UTC
AAS Economics
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
No Quick Fix for the UK Predicament
15 Mar 21 15:00 UTC
Economic Perspectives
Peter Warburton
Peter Warburton
Owner & Chief Economist
Peter is Director of Economic Perspectives Ltd and Managing Director of Halkin Services Ltd. He served as Economist at Ruffer LLP, an investment management company, for 15 years, following a similar tenure in the City as Economic Adviser and UK Economist for the investment bank Robert Fleming and later at Lehman Brothers. Prior to that, he was an economic researcher, forecaster, and lecturer at London Business School and what is now Bayes Business School. He is the author of Debt and Delusion, published in 1999. Since its inception in 1997, Peter has been a member of the IEA’s Shadow Monetary Policy Committee. He also contributes to the Practical History of Financial Markets course run by Didasko and occasionally teaches at Heriot-Watt University.
Latest Global Macro Views
11 Mar 21 15:00 UTC
Suttle Economics
Phil Suttle
Phil Suttle
Founder & International Economist
How Money is Evolving & What Investors Need to Know as the Banking and Payments Industries Intersect
04 Mar 21 15:00 UTC
Renaissance Macro Research
Howard Mason
Howard Mason
Chinese Internet, Hardware & Global Semiconductors
25 Feb 21 15:00 UTC
Westlake International
Ellen Huang
Ellen Huang
Founder & Principal
Ellen was previously Senior Technology Analyst and PM at the hedge fund within Train Smith Counsel and at Dreman Value Management and Roanoke Asset Management.
Ottoman Dreams, Libyan Nightmares, and Innocent's Folly - The Politics of Conquest
25 Feb 21 15:00 UTC
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
Two Big Issues: Is Inflation About to Break Out?/Are Assets Frothy or Even Overvalued?
22 Feb 21 15:00 UTC
Llewellyn Consulting
Dr. John Llewellyn
Dr. John Llewellyn
Founder
Pacific Inflation, Atlantic Stagflation – The World Diverges
16 Feb 21 15:00 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Time to Buckle Up? - Divergent Trends & The Return of Inflation
16 Feb 21 15:00 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Can 2021 Live Up to Expectations?
27 Jan 21 08:30 UTC
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.
Biden joins Emily in Paris
15 Dec 20 15:00 UTC
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.
Money Supply, the Business Cycle and Asset Allocation
09 Dec 20 10:00 UTC
AAS Economics
Peter Stellios
Peter Stellios
Economist
Peter has over 14 years of experience in economic modelling and forecasting in financial markets, with a strong focus on converting monetary analysis into actionable macroeconomic predictions. As a Senior Economist at MF Global Australia, he specialised in forecasting financial market trends and notably predicted significant equity market declines in 2007. He holds a Bachelor of Commerce from the University of Sydney and a Master’s in Economics from Macquarie University, Sydney.
Dr. Frank Shostak
Dr. Frank Shostak
Chief Economist
Dr Frank has over 40 years’ experience as a market economist, central bank analyst, and a builder of large scale macro-econometric models. He was head of the econometrics department at the Standard Bank in Johannesburg and head of economic consulting firm Econometrix. Most recently, Dr Shostak was Chief economist and market strategist for MF Global Australia. His commentaries have been published in The Asian Wall Street Journal, The Washington Times and The Australian Financial Review. He has a long track record of successful strategic calls. For example, he alerted his clients ahead of the 1987 crash and more recently the GFC crisis before many others and was also one of the very few economists to call the S&P 500 rally in early 2009.
Derek Sicklen
Derek Sicklen
Economist
Derek brings over 35 years of diverse experience in financial markets, having served as an economist, broker, trader, regional business head, and hedge fund manager. He is currently a Partner and Director at Platypus Capital Management, a quantitative hedge fund based in Sydney. His previous roles include Vice President of Alternative Asset Management at JPMorgan Chase in Hong Kong, Head of Asian Futures at Jardine Fleming, and Director of Australian Economic Analysis in Sydney. Derek has also held senior positions in marketing, product development, proprietary trading, and institutional advising at firms including Ord Westpac Futures, Boston Australia, Fay Richwhite, and Darlington Futures. He began his career as a research economist with the Australian Department of Finance in Canberra. He holds a Bachelor of Economics and a Diploma of Education from the University of Sydney.
Macro trends affecting the CEE and Ukraine
03 Dec 20 15:00 UTC
Millennium Emerging Europe
Andras Radnoti
Andras Radnoti
Managing Director
Andras oversees source development and maintenance, manages high-level accounts, and leads the quality assurance of project work. He trained at The Economist Intelligence Unit and Oxford Analytica before moving into intelligence work with Sastre Consulting, where he managed some of the firm’s most sensitive operations in Emerging Europe. He also supported global market entry projects for corporations by providing political risk intelligence.
Barnabas Mester
Barnabas Mester
Senior Policy Analyst
Barnabas manages complex risk consulting projects, develops and maintains sources, and advises corporate and financial services clients. Previously, Barnabas spent the better part of a decade working in various advisory roles in the European Parliament in Brussels. Throughout his years there, he built up an extensive network of Eastern European policy professionals and developed a nuanced understanding of many Eastern European professionals.
Millennium analysts – political scientists and linguists by training, specialised in Emerging Europe countries – bring to the table experience from international organisations like the OSCE and the EBRD and leading intelligence firms like Nardello & Co. and Raedas. They have been selected for their outstanding analytical prowess and in-depth knowledge of the region, and trained to build and maintain relationships discreetly.
Global growth and implications for EM
02 Dec 20 15:00 UTC
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
Is US Losing Global Tech Leadership to Asia?
19 Nov 20 15:00 UTC
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
U.S. Elections, Bottlenecks and Inflation
12 Nov 20 15:00 UTC
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
Chile Economic Outlook: Walking on Ice
10 Nov 20 15:00 UTC
Pacifico Research
Igal Magendzo
Igal Magendzo
Chief Economist
Igal holds a Ph.D. in economics from UCLA. He has over 20 years of working experience in macroeconomics. He worked for 12 years at the research department of the Central Bank of Chile, reaching the position of Head of Macroeconomic Analysis. He was a macroeconomic advisor at the Ministry of Finance, Chief Economist for the Andean region and Mexico at Itaú Asset Management, and advisor to international institutions such as the IMF and the World Bank.
Investing During a Pandemic & China Coming Out of the Pandemic
04 Nov 20 15:00 UTC
Inferential Focus
Charles Hess
Charles Hess
President
Charles developed the technique of inference reading while earning his B.A. in Political Science at the University of Rochester. By reading outside his field of study, he found he was able to create connections and piece together a more realistic perspective of world economic, political and social events. Recognising the implications of inference reading for business, Mr. Hess helped develop its steady growth and development. In 1980, as a leader in the field, he helped found Inferential Focus.
Eric Zavolinsky
Eric Zavolinsky
Managing Director
Eric is an MD at Inferential Focus. Eric leads the content team and Inferential Focus’ digital initiatives. He is also a writer and member of the intelligence, client service and investment teams. He holds a B.A. in Journalism from Washington and Lee University. Prior to joining Inferential Focus in 2002, Mr. Zavolinsky worked in the entertainment and technology industries at CDNOW, an online music retailer, and at Island Def Jam Records. Mr. Zavolinsky began his career as a freelance television producer, including a job as the highlight producer at the 1998 U.S. Open for USA Network.
U.S. 2020 Elections: A Lot Is At Stake For Markets
30 Oct 20 15:00 UTC
MRB Partners
Peter Perkins
Peter Perkins
Outlook for Energy and Commodities – DR. Distillate is Telling Us A Different Story
20 Oct 20 15:00 UTC
Queen Anne's Gate Capital
Kathleen Kelley
Kathleen Kelley
Founder & CEO
Prior to launching the research firm, Kathleen Kelley ran a commodity focused global macro hedge fund of the same name. She is a frequent guest on CNBC and Bloomberg Television, and has been cited in such publications as the WSJ, Institutional Investor and Futures Magazine. Ms. Kelley has spent more than 25 years in global macro research and portfolio management within firms such as Kingdon Capital Management, Vantis Capital and Tudor Investment Corporation. She holds a BA in economics with a minor in mathematics from Smith College and a General Course Degree from the London School of Economics in econometrics.
U.S. Election Impact on Health Care
16 Oct 20 15:00 UTC
Capital Alpha Partners
Kim Monk
Kim Monk
Co-Founder / Health Care
Kim is an analyst at Capital Alpha Partners, focusing on healthcare. She covers a broad spectrum of the healthcare sector including biotech, pharmaceuticals, managed care, diagnostics, medical technology, hospitals, post-acute care, healthcare services, health IT, and pharmacy benefit managers (PBMs).
Rob Smith
Rob Smith
Health Care
Rob, Managing Director, brings two decades of Washington health care experience to Capital Alpha, where he directs coverage and strategic advisory services regarding physician services, pharmaceuticals and biologics, medical technology, value-based payments, diagnostics, and a wide range of specialty provider issues. Prior to joining Capital Alpha in 2008, he was a lobbyist for the Ceridian Corporation, where he managed the company's Capitol Hill presence on health care and tax issues. Before that, he served for five years as the top health care aide for Representative Rick Boucher, a senior member of the House Energy and Commerce and Judiciary Committees.
Global Macro & Strategy with Investment Recommendations - Occam's Razor
01 Oct 20 14:00 UTC
Longview Economics
Chris Watling
Chris Watling
Founder & CEO
Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
Trump, Trade, Tensions & China's Economy: Assessing Risk in the run-up to the 2020 US Election
28 Sep 20 15:00 UTC
China Beige Book
Leland Miller
Leland Miller
Founder & CEO
Leland, President, who is a leading expert on China’s financial system and is a frequent guest speaker on CNBC, Bloomberg TV, BBC etc. and regularly appears in The Wall Street, The FT and Forbes
ESG Megatrends in a Post-Pandemic world
10 Sep 20 15:00 UTC
Sustainable Market Strategies
François Boutin-Dufresne
François Boutin-Dufresne
Managing Partner
François is an international economist and investment strategist with 25 years of experience in policymaking, capital markets, sustainable finance, and development finance.
Tesla: Why the company’s share price makes no sense and an introduction to Overstock.com
09 Sep 20 15:00 UTC
Unit Economics
Nathan Weiss
Nathan Weiss
Inflation expectations: Will it be different this time?
27 Aug 20 15:00 UTC
Economic Perspectives
Peter Warburton
Peter Warburton
Owner & Chief Economist
Peter is Director of Economic Perspectives Ltd and Managing Director of Halkin Services Ltd. He served as Economist at Ruffer LLP, an investment management company, for 15 years, following a similar tenure in the City as Economic Adviser and UK Economist for the investment bank Robert Fleming and later at Lehman Brothers. Prior to that, he was an economic researcher, forecaster, and lecturer at London Business School and what is now Bayes Business School. He is the author of Debt and Delusion, published in 1999. Since its inception in 1997, Peter has been a member of the IEA’s Shadow Monetary Policy Committee. He also contributes to the Practical History of Financial Markets course run by Didasko and occasionally teaches at Heriot-Watt University.
Video Gaming Outlook - Holiday Expectations, Hardware Cycle and IDFA Removal
20 Aug 20 16:00 UTC
Gossamer Consulting Group
Eric Kress
Eric Kress
Founder
Eric is a Managing Director and Senior Analyst. He previously spent seven years at Electronic Arts, where he worked across corporate strategy, M&A, finance, forecasting, and marketing. He then served as Vice President of Corporate Strategy and Operations at Kabam for two years. Between his time at EA and Kabam, Eric was Managing Director at the independent equity research boutique Bay Street Research, where he led the video games vertical.
Asia Rising: Global Tech Value Chain Dominance to Drive Portfolio Reallocation
16 Jul 20 15:00 UTC
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
China Channel Checks
08 Jul 20 14:00 UTC
Westlake International
Ellen Huang
Ellen Huang
Founder & Principal
Ellen was previously Senior Technology Analyst and PM at the hedge fund within Train Smith Counsel and at Dreman Value Management and Roanoke Asset Management.
Infinite QE: The great divide to close?
17 Jun 20 14:00 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Is There a Disconnect between Capital Markets and the “Real” US Economy?
02 Jun 20 16:00 UTC
HCWE & Co.
David Ranson
David Ranson
President & Head of Research
David has been a principal of HCWE & Co. and its antecedent companies since 1976, before which he was a visiting assistant professor at the University of Chicago Booth School of Business and Assistant to the Secretary at the US Department of the Treasury.
EM: What will it take to get to “Whatever It Takes”
22 May 20 15:00 UTC
Talking Heads Macro
Manoj Pradhan
Manoj Pradhan
Founder & Global Economist
Manoj was most recently Managing Director at Morgan Stanley. He joined Morgan Stanley in 2005 after serving on the faculty of the George Washington University and the State University of New York. While at Morgan Stanley, Manoj worked on quantitative macroeconomics, emerging markets and global economics.
The Global Economic Outlook post Covid
19 May 20 15:00 UTC
Suttle Economics
Phil Suttle
Phil Suttle
Founder & International Economist
COVID-19 - Epidemiology Analysis Shows Clear Exit Plan
27 Apr 20 15:00 UTC
Intron Health
Naresh Chouhan
Naresh Chouhan
Founder & Senior Analyst
Naresh started his career in GSK’s Corporate Development team conducting Merger modeling, Biotech screens and worked on strategic transactions. He moved to JPMorgan on the sell-side in 2006 to cover Pan-Euro Large cap Pharma. Having spent time at HSBC and 6 years as the head of Healthcare research at Librium, he joined New Street Research as a Partner and founded the Healthcare franchise in 2016 (now rebranded as Intron Health). Naresh has worked on numerous Capital market transactions and been the lead analyst on 2 Healthcare IPO’s.
COVID-19 Can Change Everything
22 Apr 20 09:00 UTC
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.
Roadmap for the Allocation of Capital
15 Apr 20 15:00 UTC
Longview Economics
Chris Watling
Chris Watling
Founder & CEO
Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
Harry Colvin
Harry Colvin
Senior Strategist
Harry is the Senior Market Strategist at Longview Economics. He specialises in global asset allocation, macro themes, and commodities. He has built and developed Longview's independent macro research process, market timing models, and short-term trading products. Harry travels extensively, meeting clients, speaking at conferences and hosting economic debates. Away from the office, he enjoys skiing, sailing, and playing tennis.
Preparing for the Inflationary Backlash
09 Apr 20 15:00 UTC
Economic Perspectives
Peter Warburton
Peter Warburton
Owner & Chief Economist
Peter is Director of Economic Perspectives Ltd and Managing Director of Halkin Services Ltd. He served as Economist at Ruffer LLP, an investment management company, for 15 years, following a similar tenure in the City as Economic Adviser and UK Economist for the investment bank Robert Fleming and later at Lehman Brothers. Prior to that, he was an economic researcher, forecaster, and lecturer at London Business School and what is now Bayes Business School. He is the author of Debt and Delusion, published in 1999. Since its inception in 1997, Peter has been a member of the IEA’s Shadow Monetary Policy Committee. He also contributes to the Practical History of Financial Markets course run by Didasko and occasionally teaches at Heriot-Watt University.
Where are we now? Markets are suspended but what will the AC world look like?'
08 Apr 20 15:00 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Equity Investing into the Abyss
03 Apr 20 14:00 UTC
Boyar Research
Jonathan Boyar
Jonathan Boyar
President
Jonathan is the President of Boyar Research. He joined the firm in 2008 and has over 15 years of investment experience. He is the the host of the podcast The World According to Boyar. He is also responsible for overseeing Boyar Research’s various publications including Asset Analysis Focus (AAF) and Boyar's Micro Cap Focus.
Jonathan has been interviewed and quoted in various publications including Barron's, Forbes, The New York Times, and Reuters. He has spoken at the London Value Investing Conference twice as well as the Guru Focus investment conference at the International Value Investing Conference in Luxembourg.
Humans are the Weakest Link. Invest in the Machines!
02 Apr 20 15:00 UTC
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
Global Liquidity Risks in 2020 & Beyond
06 Mar 20 12:30 UTC
Intertemporal Economics
Brian Pellegrini
Brian Pellegrini
Founder & Senior Analyst
Energy and Mining Sectors: Palissy Advisors’ High Conviction Equity Ideas for 2020
11 Feb 20 13:00 UTC
Palissy Advisors
Matthieu Raimbault
Matthieu Raimbault
Founder & Managing Director
Matthieu has 25 years’ experience in global commodities and related equities and was formerly a portfolio manager at Caxton Associates. He founded Palissy Advisors in 2015.
The China Syndrome - Thematic with Trade Recommendations
06 Feb 20 12:30 UTC
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.
The madness of modern monetary policy; a.k.a where are all the bubbles?
10 Dec 19 12:30 UTC
Longview Economics
Chris Watling
Chris Watling
Founder & CEO
Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
What happens if (and when) the global economy rebounds into 2020?
14 Nov 19 12:30 UTC
Suttle Economics
Phil Suttle
Phil Suttle
Founder & International Economist
Why doesn’t China embark on Stimulus? Why do Chinese credit markets remain so calm? How do balanced capital flows square with talk of a dollar shortage?
17 Oct 19 12:30 UTC
Macrolens
Brian McCarthy
Brian McCarthy
Managing Partner
Brian is Managing Principal. From 2011 to 2018, he served as Chief Strategist and Portfolio Manager at Emerging Sovereign Group, where he managed the Nexus Fund, a China-focused macro hedge fund.
Brian is a frequent traveller to China and has met with hundreds of individuals across the financial sector. These experiences have shaped his notably bearish perspective on financial risks in China.
5G: is this the biggest disruption in telecoms since the dotcom bubble?
03 Oct 19 12:30 UTC
New Street Research
James Ratzer
James Ratzer
Communication Services / Europe
James heads the European Communication Services research team and was one of the founding partners of New Street Research. Prior to this, he led the Telecoms Research team at UBS, where both the team and he individually were ranked No.1 by Institutional Investor.
Andrew Entwistle
Andrew Entwistle
US Outlook: Just A “MidCycle Adjustment” For A Mid-Cycle Slowdown, Or A Major Turning Point For Both Fed Policy And The Economy?
20 Sep 19 12:30 UTC
High Frequency Economics
Jim O'Sullivan
Jim O'Sullivan
Global Macro - Market Commentary. Navigating Brexit: 'What options for Boris!? No Deal, Election, Delay? In addition to Helen, hear from a Northern Ireland Specialist on how the border will be dealt with
13 Sep 19 12:30 UTC
Blonde Money
Helen Thomas
Helen Thomas
CEO
Helen, CEO, has over twenty years’ experience in both finance and politics. She was an adviser to former Chancellor of the Exchequer, George Osborne. She also worked in FX at a number of banks including Merrill Lynch and then later on the buy-side as a Partner in a Global Macro hedge fund and Head of Currency Alpha for SSGA. Helen is a CFA Charterholder and has served on the board of CFA UK. She read PPE at Christ Church, Oxford.
Global Macro - The Dollar Recession
14 Aug 19 12:30 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Stock Picking: European Equity Long and Short Ideas
11 Jul 19 12:30 UTC
The Analyst
Mark Hiley
Mark Hiley
Founder & Executive Director
Mark started his career at Fidelity in 2001. In 2004, he joined Trafelet & Company UK LLP for the launch of Delta Fund Europe. He worked as a member in the investment team for five years. Mark founded The Analyst in 2010 with the vision of building a market-leading, and independent, research platform providing strong equity ideas for like-minded investors.
Oil’s Fundamentals: Updated supply and demand forecasts, OPEC meeting impacts, current industry themes and high conviction equity ideas
06 Jun 19 12:30 UTC
Palissy Advisors
Matthieu Raimbault
Matthieu Raimbault
Founder & Managing Director
Matthieu has 25 years’ experience in global commodities and related equities and was formerly a portfolio manager at Caxton Associates. He founded Palissy Advisors in 2015.
More Goldilocks: the US expansion keeps going
05 Jun 19 12:30 UTC
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.
Why a QE4 Will Happen and How Global Liquidity Will Drive Gold and Emerging Markets Higher and the Dollar Lower
26 Mar 19 12:30 UTC
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.
Latest Macro Insights on US, Europe, Brexit and China
21 Jan 19 12:30 UTC
High Frequency Economics
Carl Weinberg
Carl Weinberg
Founder, Managing Director & Chief Economist
Prior to founding High Frequency Economics, Carl served as Senior International Economist at Shearson Lehman Brothers, where he was involved in advisory projects in G-7 countries, Africa and Latin America. He also supported the capital markets activities of the firm as its Chief International Economist. From 1982 to 1984, he worked on restructuring bank loans to Latin American sovereign borrowers, representing the Bank of Montreal in multi-year restructuring negotiations. He has also worked at the OECD in Paris, as a member of the economic forecasting unit. Carl currently teaches a graduate course in international finance at New York University.
Jim O'Sullivan
Jim O'Sullivan
Global Macro - Flow of Funds approach Macro Economic Analysis
12 Dec 18 12:30 UTC
Andrew Hunt Economics
Andrew Hunt
Andrew Hunt
Founder & Economist
Andrew is a seasoned economist and market strategist with over three decades of experience. He began his career at Shearson Lehman in 1987 before joining Thornton Asset Management, where he focused on the UK economic cycle and Far East economies. After Thornton’s acquisition by Dresdner Bank, Andrew took on a global advisory role, building strong relationships with central banks and policymakers worldwide. Based in London, Hong Kong, and Japan—with extended stays in the U.S. and Australasia—he gained firsthand experience of major economic events including Japan’s Boom and Bust, German Monetary Union, the ERM crisis, the Asian Financial Crisis, and the NASDAQ Bubble. Following Allianz’s acquisition of Dresdner, Andrew founded AHEL, encouraged by peers across the banking and macro hedge fund community, including the late John Makin of AEI.
Growth and Inflation - The biggest risks to market equilibrium
06 Nov 18 12:30 UTC
Macro Intelligence 2 Partners
Ronnie Aked
Ronnie Aked
Advisor
Ronnie is an Advisor. He joined the MI2 Research team in 2015, following two years at Capstone Investment Advisors as a portfolio manager. Ronnie has extensive buy-side experience, having served as Co-founder, CIO, and Macro Portfolio Manager at Arsago, UBS O'Connor, and Capstone.
Latest Macro Insights
28 Jun 18 12:30 UTC
Longview Economics
Chris Watling
Chris Watling
Founder & CEO
Chris is a former economist at Cazenove, following his development of the proprietary Risk Appetite Gauge ‘RAG’ models which, when combined with the SELL-off indicator, have proven to be very successful in calling equity market direction and timing waves of risk aversion in global markets.
Fundamental Research on Global Economic and Market Trends
19 Jun 18 12:30 UTC
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.
Thematic Research and Actionable Asset Allocation
25 Jan 18 12:30 UTC
Entext
Sean Maher
Sean Maher
Founder & Investment Strategist
The team is led by Sean who began his career as a metals analyst with CRU Group. He has since worked as an equity portfolio manager with Royal London Asset Management, in investment banking research with WestLB and Nomura and as a consultant economist to the HK based Pacific Basin Economic Council. He is a regular speaker at investment conferences, a member of the CFA Institute and was shortlisted for the 2018 Society of Business Economists’ Rybzcynski prize for research on the impact of IT on productivity trends.