Global Strategy Webinar: Opportunities amidst the uncertainty
Topic: We explain why our asset allocation remains overweight global equities despite slowing global growth, stickier than expected inflation and rising event risks. We highlight our key country and sector calls and identify areas of possible mispricing in the context of our global macro views.
We will be repeating the same webinar to cater for the difference in time zones between APAC, EMEA and the Americas:
- APAC – Monday 18th October | 10:00 HKT
- EMEA – Monday 18th October | 10:00 BST
- Americas – Monday 18th October | 16:00 EDT
Javier Corominas
Director of Global Macro Strategy
Javier Corominas
Director of Global Macro Strategy
Javier Corominas | Director of Global Macro Strategy
Javier Corominas is the Director of Global Macro Strategy at Oxford Economics. He is co-responsible for global strategic asset allocation as well tactical calls across all asset classes, as well as for developing and delivering our investment strategy product offering. Additionally, he has a significant focus on providing thematic macro strategy research to generate actionable investment advice for asset allocators, portfolio managers and corporate Treasurers.
Daniel Grosvenor
Director of Equity Strategy
Daniel Grosvenor
Director of Equity Strategy
Daniel Grosvenor | Director of Equity Strategy
Daniel joined Oxford Economics in June 2019. He is an equity strategist, responsible for developing our equity views across countries, sectors and investment styles. Daniel joined Oxford Economics from HSBC, where he spent a decade working within their global equity strategy team, in both London and Hong Kong, and was most recently the lead of their European strategy product. Daniel has a Bsc in Economics from the University of Bath.
Related Services
Event
Market Signals You’re Missing: A New Way to Read CRE Sentiment
A moderated discussion between CRE Analyst and Oxford Economics, on the latest economic outlook and exploring a new approach to tracking CRE sentiment.
Find Out More
Event
Global travel outlook: navigating tariff-driven challenges in 2025
Global travel continues to grow despite challenges stemming from US tariffs but trends vary significantly when we consider impacts in North America vs the rest of the World. Join us as we discuss the latest trends in global travel, the implications of tariff-induced changes on the economic backdrop and ultimately on the travel outlook. Key challenges and opportunities will be reviewed as we enter the peak summer period, as well as a look ahead to 2026 and whether a clearer path is anticipated.
Find Out More