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We run a worldwide programme of insightful conferences, roundtables, webinars and podcasts presented by our economic experts.

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Webinar
Refreshing 2025 plans: global outlook for corporates

with Alex Mackle, Marcos Casarin and Martina Bozadzhieva | Online | January 15, 2025

In this webinar, we'll share our most up-to-date expectations for the global economy in 2025 to support companies pressure-testing budgets and plans. We'll cover demand drivers, outlooks for major regions and countries, input costs, opportunity areas, and risks, including around tariffs. We'll also investigate major trends in corporate plans for next year, for both B2B and B2C firms.

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Webinar
Trump victory accelerates the changes to world trade

with Ben Udy | Online | December 19, 2024

Donald Trump's decisive victory in the US elections heralds an upheaval in the global trading system. While we don't know exactly what tariffs Trump will end up enacting, this webinar will explore our current forecasts and the potential implications for world trade"

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Webinar
Uncertain travel growth: key themes for 2025

with Dave Goodger and Helen McDermott | Online | December 18, 2024

2025 looks set to be a year of growth for the travel industry as the volume of demand worldwide is hitting new record highs, but there remains considerable uncertainty around the pace of growth. Economic, geopolitical and sector specific risks will impact on final performance in all major destinations. In this webinar we will explore the key themes that will define travel activity in the coming year.

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Webinar
Sustainability risk is business risk​

with Jake Kuyer and Debra D'Agostino | Online | December 17, 2024

Sustainability risk is business risk. Companies are vulnerable to disruption to their business activities from a wide range of sources, this includes climate change, nature loss, and human rights issues. Much of this exposure to risk is ‘hidden’ as it materialises in a company’s supply chain. For example, a company may be exposed to economic disruption many tiers up their supply chains from sustainability-related risks in seemingly unrelated countries and sectors. This disruption can work its way to the company’s operations affecting its ability to conduct business, and reducing its ability to make a profit. Better understanding and managing these risks will enable better risk management, and more resilient businesses. Join us for a 30-minute discussion as we explore the often-hidden sustainability risk to businesses, including what they are and how they can be identified and managed.

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Webinar
Economic key themes of China and India for 2025

with Alexandra Hermann and Betty Wang | Online | December 17, 2024

Increased uncertainty about trade disruptions and the policy mix shape the outlook for 2025 globally. China will likely be at the centre of a possible escalation of the trade war that already started during Trump’s first term. Domestically, China also faces lingering deflationary risks. Authorities have launched short-term policy stimulus, but demand-side reforms like improving social security nets are still lagging. India, meanwhile, with its largely domestically focused economy will likely be less impacted by the new US administration's fiscal and trade policies. Key to watch will be how strong private consumption demand will grow against a backdrop of structurally weak labour markets.

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Webinar
Commodity key themes 2025: Another volatile year for commodity markets as Trump 2.0 looms

with Stephen Hare, Kiran Ahmed, Diego Cacciapuoti and Samuel Bakst | Online | December 16, 2024

In this webinar, we explore the key themes driving commodity markets in 2025. We expect the US will impose blanket tariffs on Chinese exports next year, and that China will retaliate, weakening economic growth and commodity demand. Trump will also likely make major energy policy announcements early next year, intending to expand US oil production and boost LNG exports. We anticipate the US dollar will strengthen next year, putting further downward pressure on commodity prices. Furthermore, China, by far the largest consumer of commodities and with a structurally slowing economy, will drag on commodity demand next year without further stimulus, while OPEC+ faces another challenging year as the group sets to unwind production cuts.

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Webinar
A new world: how Trump and GenAI will impact global industry

with Nico Palesch and Sean Metcalfe | Online | December 13, 2024

This month, we have updated our forecasts for global industry to reflect the results of the US election, which will lead to large-scale changes to fiscal, tariff and migration policy. Alongside this, we have also updated our forecasts to account for the sectoral impacts of GenAI, where the gains will be spread unevenly across sectors and skew towards the services side of the economy. In this webinar, we will take these two major themes in turn and draw out their sectoral implications. We will also identify some of the other major trends that will shape industrial activity for the year ahead.

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Webinar
Australian student accommodation on the up but headwinds are mounting

with Michael Dyer and Timothy Hibbert | Online | December 12, 2024

The Australian purpose-built student accommodation sector has begun its recovery from pandemic lows. New investment is on the rise, with an undersupply of beds having driven robust rental growth, supporting developer confidence. This is also showing through in rising asset transactions. However, the market faces growing challenges on the demand side, particularly increased uncertainty arising from an active policy environment for overseas students. Migration Strategy tweaks (including higher language standards and increased application fees) are already impacting and a new student cap looms from 2025. In this webinar, we will discuss recent events in the space, unpack the population and policy trends set to impact the market, and explore where the sector will go from here.

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Webinar
Global CRE key themes for 2025 – A tentative growth revival

with Abigail Rosenbaum, Mark Unsworth, Nicholas Wilson and Riccardo Pizzuti | Online | December 12, 2024

Join us as we explore the outlook for the global commercial real estate market in 2025 and our key themes for the year ahead. CRE is poised for a tentative revival in values after several challenging years. With the interest rate cutting cycle underway, prices appear to have bottomed out in most sectors, while credit conditions and investment activity are beginning to show early signs of recovery. This webinar will provide key insights into the factors driving this tentative rebound and what it means for investors and market participants in the coming year.

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Webinar
Air passenger demand outlook

with Stephen Rooney and Kyu-Bin Lim | Online | December 10, 2024

Air passenger demand has continued to grow robustly throughout 2024 aided by lower inflation. Consequently, interest rates are on their way down which should further support demand in the near-term. However, there are a range of macroeconomic and geopolitical risks - including some degree of uncertainty around the impact of Donald Trump's upcoming second presidency. The baseline outlook and risks to the outlook will be covered in this webinar.

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Webinar
The global implications of rising US tariffs

with Adam Slater and Daniel Harenberg | Online | December 9, 2024

In this webinar we take a closer look at the potential implications of further rises in US tariffs on the global economy, using evidence from the US-China trade war and explore how damaging it would be for the world economy of a further escalation

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Webinar
Measuring the Impacts of Trump Election victory – and other Global Risk Scenarios for 2025

with Jamie Thompson | Online | December 6, 2024

What does a Trump presidency mean for the global economy? This webinar explores the potential fall-out from trade war and major policy shifts in US fiscal and immigration policy. We also explore other key economic risks identified by businesses in recent Global Risk Surveys, including the global implications of a more marked downturn in the Chinese economy.

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Webinar
Key Themes for Australia’s Economy in 2025: Growth, Policy, and Election Impacts

with Sean Langcake | Online | December 5, 2024

The prospects for the Australian economy are set to improve in 2025, with easier policy settings and lower inflation set to boost growth. But the economy is still facing capacity constraints, which in some instances are being exacerbated by a high level of public spending. This webinar will explore the key forces that will shape 2025, including how the economy will shape the Federal election; how long the RBA will stay on the side lines before cutting rates; when will the labour market eventually ease, and what the early stages of the second Trump presidency is likely to mean for the Australian economy.

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Webinar
Emerging markets key economic themes for 2025

with Evghenia Sleptsova, Gabriel Sterne and Sergi Lanau | Online | December 4, 2024

We present our views on the impact on EMs of the Trump presidency, key trends and outlook for sovereign risk, monetary policy outlook and the implications of a prolonged period of hawkishness, and top macro and asset calls for 2025

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Webinar
Global Valves & Actuators Outlook 2024

with Jeremy Leonard and Kiran Ahmed | Online | December 3, 2024

Against a backdrop of a moderate global economic growth, we discuss the outlook for world valves & actuators markets. In this webinar you will learn about: • The global macroeconomic and industrial outlook that underpins our valves and actuator market forecasts • The outlook for the world valves and actuator market • Key risks to our forecasts

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Webinar
UK economic key themes for 2025

with Andrew Goodwin and Edward Allenby | Online | December 3, 2024

The UK economy ends 2024 at a crossroads. After a surprisingly strong H1 2024, GDP growth almost ground to a halt in Q3. But at the same time, many forecasters – including the Office for Budget Responsibility and the Bank of England – have become more optimistic about prospects for 2025. We take a more cautious view and in this webinar we'll look at four key themes that we expect to shape the outlook for the UK economy in 2025.

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Webinar
Eurozone economic key themes for 2025

with Angel Talavera | Online | December 2, 2024

We explore the main themes shaping the outlook for the eurozone next year. After years of multiple shocks, monetary and fiscal policy will become again the main factors driving the economic outlook. But Trump’s return to the White House and the threat of a trade war will present a key risk to the open European economy.

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Webinar
How will Trump 2.0 reshape Latin America’s outlook

with Tim Hunter | Online | November 29, 2024

In this webinar, we will explore the potential impacts of a new Trump presidency on Latin American economies, with a special focus on Mexico. We’ll dive into how trade policies and geopolitical shifts could influence inflation, growth, and investment across the region. Attendees will gain insights into our updated macroeconomic outlook for Latin America and understand the risks and opportunities in a changing economic landscape.

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