EVENTS:   Where's the Puck Going? - James Aitken/Aitken Advisors - 05 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26      
Oil & Gas, Metals & Mining and Renewables - Analysis and Stock Picks

12 - 16 Feb 2024

London

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.
Oil & Gas, Metals & Mining and Renewables - Analysis and Stock Picks

28 - 29 Feb 2024

London

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.
Oil & Gas, Metals & Mining and Renewables - Analysis and Stock Picks

18 - 21 Nov 2024

New York

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.
China's Q4 Stimulus to Boost Equities, RMB, and Base Metals

21 - 25 Oct 2024

London

PRC Macro
Song Gao, PhD Song Gao, PhD Co-CEO & Head of Research Song previously served as China Country Representative and Principal Analyst for the Observatory Group (Washington, DC) and as Chief Economist of China Monitor Inc (CMI), a platform for China macroeconomic and industry forecasting. Prior to joining CMI he was a professor of economics and researcher at Juniata College in the US. Song has a PhD in Applied Economics from Western Michigan University.
William Hess William Hess Co-CEO & Head of Research William was a former President of China Monitor Inc (CMI), a platform for China macroeconomic and industry forecasting and analysis. He served as a Senior Director of Sovereign and International Public Finance ratings with Standard & Poor’s in Hong Kong, and as Global Insight’s Principal Analyst in an opened Global Insight’s Beijing office prior to its acquisition by IHS in 2008.
Commodity Outlook focused mainly on Base Metals

22 Apr 25 - 08 May 25

London 22-29 Apr / New York 01-06 May / Boston 06-07 May / Chicago 07-08 May

Astris Advisory Commodities
Ian Roper Ian Roper Commodities & China Strategist Ian Roper is a highly regarded commodity strategist, with over 22 years’ experience in metals, starting at CRU in London. From 2003 Ian was based in Shanghai, China initially with Steel Business Briefing and then Macquarie, before a five-year stint at Rio Tinto running their iron ore analysis. In 2010 Ian worked as a sell-side analyst with CLSA, Macquarie and others based in Shanghai and Singapore. Since 2022 Ian has been based in Tokyo with Astris Advisory and continues to bring his leading-edge thoughts on the markets as an unbiased independent analyst. Ian covers the market outlook for base metals, ferrous metals, coal, and new energy materials, with a specialisation in Chinese domestic demand and supply fundamentals and policy developments. Ian’s 20 years in Asia have allowed him to develop an extensive contact network across the metals space, allowing him to bring often unique insights into the pricing dynamics for commodities. More recently Ian has been extending his reach into India, which since Covid has seen its metals consumption accelerate markedly, with many demographic and policy similarities with China starting to be seen. Ian provides regular monthly deep-dive reports on the outlook policy, demand, supply, and pricing across his coverage, together with more frequent updates on the ever-evolving market developments.